Strategic insurance executive focused on insurance agency sales and business operations.

Passionate team leader effective in improving employees’ skills, overall performance, and streamlining workflow. Collaborative communicator with excellent client relations, account management, and consultative sales skills.

Expertise:

Business Operations & Development

Team Leadership & Training

Consultative Sales

Financial Management

Sales Management

Client Acquisition

Strategic Planning

P&L Management

Lead Generation

Experience:

Vandalia Logistics, Inc and CA Logistics Group, Inc, Greensboro, NC November 2021 to Present

In process of selling both companies.

I started two FedEx trucking companies in NC. One is pick-up and delivery and one is longhaul.

My role had been basically everything expected starting a business. Funding, contracts, maintain trucks, all HR issues, payroll, build and lead team, purchase and handle all insurance needs.

Both companies basically sustain with my managers, with little help from me. CA Logistics, is in the process of being sold with a close by end of month. Vandalia is hands off from me unless I get an emergency call. I started two FedEx trucking companies in NC. One is pick up and delivery and one is longhaul.

Insurance Consultant, Hickory, NC October 2020 to April 2021

While taking care of my ill parents, I worked with friends and former clients to gather information for RFP’s, broker selection, and final evaluation. Also worked with former clients on a consultative basis on RFP’s and Proposal Evaluation.

Northwest Bank, Northwest Insurance Services, Pittsburgh, PA July 2017 to October 2020

Senior Vice President – Property & Casualty Practice Leader

Replaced Leader who took top team members to the bank-owned agency across the street. Focused on maintaining and growing $1.5M+ commission book of business plus the Northwest Bank account working with Risk Manager and Board of Directors. Partnered with 7 regional bank presidents and teams to develop winning strategies for each location.

Key Accomplishments:

Unified multiple departments within the agency upon replacing P&C Practice Leader and restructuring sales team. Lead producer team of 16 across three states.

Responsible for Insurance Carrier Partnerships. Focused on complex accounts while working and training newer producers.

Maximized revenue by maintaining strong relationships with carriers and leading market consolidation.

Spearheaded agency acquisitions, overseeing all aspects from initiation to close.

Enabled team to exceed organic and bank cross-selling goals.

Assured Partners of WV, Inc., Charleston, WV September 2016 to July 2017

Senior Sales Executive

Built a successful team by training new producers on marketing standards, account management strategies, and marketing large accounts to insurance carriers. Communicated with clients to understand their needs and effectively manage commercial property, casualty, and employee benefit accounts. Boosted awareness of Group Captive services by leading marketing activities. Responsible for all P&C Carrier Relationships, including the Transportation Industry Group.

Allen Insurance Partners, LLC, Raleigh, NC January 2015 to March 2016

President

Oversaw startup business operations for a new Allstate agency. Served as a liaison between new office and corporate management, ensuring all company standards and guidelines were followed. Supervised customer protection reviews. Fostered long-term relationships with clients during consultative sales presentations, collaborating with them to match products to their needs.

USI Insurance/Wells Fargo Insurance/Acordia, Charleston, WV December 1991 to August 2014

President, West Virginia, May 2014 to August 2014

Promoted to President role after USI Insurance purchased forty Wells Fargo Insurance offices. Oversaw P&L responsibilities for 10 offices throughout West Virginia and Southwest Virginia.

Key Accomplishments:

Served as Property and Casualty Practice Leader and Employee Benefit Practice Leader for the region. Lead Sales Manager for Region

Provided crucial leadership during company transition to USI Insurance.

Managing Director and Senior Vice President, January 2009 to May 2014

Managed $42M in revenue, consistently identifying areas to improve. Directed daily activities for a staff of 186. Oversaw all aspects of the Professional Liability and Medical Malpractice Division. Focused on improving client retention and overall revenue growth. Forged strong long-term relationships with executive management and key insurance carrier partners. Enforced all company standards and federal guidelines, making swift corrective actions whenever necessary. Actively recruited, hired, and trained qualified team members.

Key Accomplishments:

Developed and initiated an overall strategic growth plan for the multi-state region,

Maximized profitability through effective P&L management, achieving all financial goals.

Initiated multiple geographical expansions and identified ways to grow client base.

Responsibility for all P&C Carrier Relationships

Transformed company culture to improve employee morale, productivity, and performance.

Improved team performance by leading the Sales Management Program, often coaching and critiquing staff. Strategically planned activities for the business development team.

Additional roles at Wells Fargo Insurance/Acordia, 1991 to 2009

Senior Vice President and Managing Director, Charleston, WV, 2007 to 2009

Senior Vice President and Managing Director, Acordia, Charleston, WV, 2005 to 2006

Managing Vice President and Profit Center Manager, Acordia, Parkersburg, WV, 2001 to 2005

Assistant Vice President and Director of Operations, Producer, Acordia, Parkersburg, WV, 1996 to 2001

Director of Administration and Telemarketing Department Manager, Acordia, Huntington, WV, 1994 to 1996

Project Coordinator, Acordia, Charleston, WV, 1991 to 1994

Education:

Bachelor of Science in Business Management, Minor in Mass Communication

West Virginia Wesleyan College • Buckhannon, WV

Chubb Executive Leadership Development Program

Wharton Business School, University of Pennsylvania • Philadelphia, PA

Property & Casualty License Life, Accident, & Health License

Salesforce.com, EPIC, AMS360, Risk Match

Former PIMA Member

Professional & Community Involvement:

Young Presidents Organization (YPO), Mountain State Chapter

WV Chamber of Commerce, Board of Directors

Independent Insurance Agents of West Virginia Leadership West Virginia

Fund for the Arts Steering Committee

Leadership Charleston

The Mid-Ohio Valley Area Roundtable for Economic Development

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