Sales, Leadership, Management, Proven results

Summary of Qualifications

Experienced and self-motivated insurance industry professional with in-depth knowledge and experience with positive sales results, multi-line losses, and risk assessments and prevention, as well as extensive background in the following areas:

Profitable Sales Results

Key Performance Measures

Submission Goals

Statutory Compliance

Loss Control Management

Targeted Class Codes

Claims Analysis

Strategic Planning

Team Development

Underwriting Benchmarks

Litigation Management

RIF Analysis

Demonstrated ability to promote products and services and secure and develop key accounts to maximize company profit.

Proven ability to cultivate productive relationships with independent agents, team members and manage projects to achieve corporate goals.

Excellent qualifications in risk assessment, pricing and market development within company marketing and underwriting objectives.

Professional Experience

Atlas General Insurance Services January, 2015 – June, 2015

Vice President of the Central Region

Hired to established and brand Atlas General Insurance Services a multi-line professional administrator, that designs, markets, underwrites and administers insurance policies in a 40 states. After company reorganization I was assigned three additional states Arizona, Nevada and New Mexico.

Personally handled the launch of a key GL product in the states of Illinois, Mississippi, Missouri and Texas. Each state increased in submission and written premium during the second quarter of 2015.

Researched and identified new broker partners in states Arkansas, Oklahoma, Missouri, Mississippi, Illinois and Texas. Established key contacts within partner and established specific submission, hit ratio and premium goals. Signed 108 new agencies within the first 90-days.

Reviewed and worked directly with the underwriting manager to ensure we were in compliance in the Texas workers compensation market. Taught CE credited class to independent agents outlining the unusual coverage situations which sometimes arise on compensable fatalities in Texas. In addition, I focused old dormant agencies, which were already established prior to my arrival, but not producing results.

Patriot National Insurance Group May, 2014 – January 2015

Marketing and Sales Manager: Texas Region

Established and brand Patriot National Insurance Group as a new workers compensation market in Texas and surrounding contiguous states. In addition, establish additional markets to be utilized in 33-states.

Responsibilities include identifying top, profitable class codes and setting measures for targeted classes of business.

Working directly with the underwriting manager to establish profitable classes of business within the Texas regions responsibility.

Meeting with and establishing an independent insurance agency base. Signed 56 agencies in the first 90-days of the operation.

Reviewing submission flow based on hazard codes to establish goals for each agency on a monthly, quarterly and yearly basis

LUBA Workers’ Comp May, 2011 – April, 2014

Senior Vice President of Sales - Baton Rouge, LA

Interim Underwriting Manager July, 2011- October 2012

Responsible for the development and implementation of a profitable sales and underwriting book of business for a multi-state operation.

Established premium goals for each licensed state by quarter and also by individual sales and underwriting position, and worked to ensure the marketing strategy was in line with these goals.

Developed and implemented key performance measures to ensure that both our agencies and staff members met their assigned production agreements, which were aligned with regional and corporate goals.

Working to establish proficiency goals and measurements to ensure consistency throughout the company.

Developed budgeting for all areas of operations and measuring compliance within the budget on a monthly basis.

Responsibilities include identifying top, profitable class codes and setting measures for targeted classes of business.

Establishing a company-wide training program to ensure all departments and individuals have a benchmark to ensure compliance measures were met, and that each employee had an annual development goal.

Met or exceeded all written premium goals for 2011 (99% of Goal), 2012 (116% of Goal) and 2013 (103%of Goal) during a very soft market.

Employers, Inc. (Formerly AmComp, Inc.) 2002 – 2011

Director of Sales-Western Region – Austin, TX July, 2009 – April, 2011

Responsible for agency development and management within an 11 state territory with eight direct reports.

Responsibilities included the creation and implementation of a small business unit, which ultimately encompassed 65% of my regions written premium.

Served as the primary contact with independent insurance agents on all new products, services rate changes and automation enhancements.

Responsible for the marketing of all new and renewal accounts to partner agents, for the development of targeted classes of business, and for program development processes.

Involved in the development and implementation of our on-line electronic submission process through EACCESS which provides instant quotes for our EZ rate target classes.

Ability to build strong relationships with key independent agencies to ensure marketing conditions are being met without compromising our disciplined underwriting mandate.

Attend Independent Insurance Agent’s state conventions on a routine basis to ensure our product meets their needs while meeting our profitability and company obligations

Published an article about Workers Compensation in Texas in the Austin Business Journal on October 15, 2010, titled “Texas Businesses Need to Know about Workers Comp Coverage”.

Regional Vice President-Texas Region – Austin, TX 2008 – 2009

Responsible for the operations of both the Marketing and Underwriting divisions for a four state region, including Texas, New Mexico, Oklahoma and Arizona.

Developed and implemented key performance measures to ensure that both our agencies and staff members met their assigned production agreements, which were aligned with regional and corporate goals.

Consolidated the Western Regions underwriting department into one virtual Small Business Unit team across a nine state territory by combining 3 multi-state regional offices workflows and personnel; all while directly managing 65% of the regions written premium.

Coached the regional office personnel through a company-wide reorganization and significant reduction in force.

Vice President of Operations-Texas Region – Austin, TX 2006 – 2008

Responsible for operations of Loss Control, Underwriting, Regional Administration, Marketing, Sales and Claims for a four state region.

Established premium goals for each state by quarter and also by individual sales and underwriting position, and worked to ensure the marketing strategy was in line with these goals.

Worked to establish proficiency goals and measurements to ensure consistency throughout the region.

Developed budgeting for all areas of operations and measuring compliance within the budget on a monthly basis.

Worked directly with peers in other regions to implement the strategies of the Texas region into their regions, so they could be a successful profitability center like the Texas region.

Director of Claims – Austin, TX 2002 – 2006

Hired to establish compliance measurements and efficiency goals for the department and add additional growth states when market conditions presented themselves.

Analyzed current staffing skill levels and implemented recommendations for new development training and efficient process to meet state and corporate guidelines compliance

Evaluated and implemented consistent procedures for establishing claims reserving practices to determine corporate profitability and pricing accuracy.

Assigned additional responsibility of improving the compliance measurements and reserving practices for the Charlotte, NC regional office with responsibilities covering a four state regional operation comprising of NC, SC, VA, and GA. Worked directly with the Vice President of underwriting to establish a new class code base to ensure profitability.

Established key contacts with all state regulators to ensure that internal corporate policies and procedures met with state regulatory compliances.

Association Casualty Insurance Company – Austin, TX 2001 – 2002

Claims Executive

Hired to convert a mono-line operation into a multi-line four state profit center.

Established productivity measurements and quality assurance reviews to provide effective and fair employee evaluation process, and to aide in the development of career ladders for subordinates.

Responsible for developing departmental budget, Reduction in Force analysis and team building.

Established policies and procedures for a companywide catastrophic response team encompassing 14 states.

Workers Compensation Insurance Fund – Austin, TX 1994 – 2001

(Now known as Texas Mutual Insurance Company)

Special Services Manager 1996 – 2001

Managed the department directly responsible for the company’s highest exposure issues including employer’s liability, catastrophic injuries, statewide hearings, longshore claims, and all internal employee claims.

Administered a $3.2 million budget for six satellite offices overseeing claims and litigated matters on a state and international basis, with a combined reserve of $575 million.

Extraordinary customer service and people skills provided opportunities to serve on multiple focus groups, author several articles for company news publications and serve as the central point-of-contact for the company’s highest exposure issues.

Senior Catastrophic Benefits Administrator 1994 – 1996

Hired to assist in establishing a centralized catastrophic injury unit. This included the development of policies and procedures utilized company-wide for both determining catastrophic and employer’s liability claim criteria and also for the subsequent handling of the claims.

Employers Casualty Company – San Antonio, TX 1988 – 1994

District Claims Coordinator

Recruited as an Adjuster Trainee. Promoted to Senior Claims Representative in 1989, and ultimately promoted to the position of District Claims Coordinator in 1990. Provided direct supervision and leadership to a team of six adjusters who handled multi-line losses for policyholders covering 11 counties in Texas.

Educational Achievements & Community Service

Sam Houston State University Huntsville, TX

- Bachelor of Business Administration, Finance

08 Multi-line Adjusters License

The Reinsurance Program Graduate

Certified to teach CE: Employers Liability Courses

Working toward ARM, AIC Designations

Former Board Member for the Texas AIDS Network

Assistant Den Leader for Boy Scouts

Lead Fundraiser for Austin Ronald McDonald House

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