SUMMARY

SKILLS

EXPERIENCE

JILLIAN PLAMONDON

Jacksonville, Fl 32210 C: 904-***-**** adc2t7@r.postjobfree.com Forward thinking Senior Level Executive with the experience of successfully managing various departments including sales, production, technologies development, underwriting, and distribution of products and services. A Leader with the ability to lead with enthusiasm and motivate others to accomplish collaborative goals. Consistently recognized for creative negotiations that drive company profits. Excellent understanding of financial statement analysis, credit report review as well as detailed character evaluations.

Finance & Accounting Skills

Project Management

Executive Team Leadership

Underwriting

Strong Oral & Written

Communication

Contract Review

Relationship Management

Market Analysis

Lead Generation

Revenue Retention

06/2018 to Current Associate Vice President

Performance Bonding Surety & Insurance Brokerage Jacksonville, FL Lead team of 15 employees in all operations including sales, service, underwriting, and marketing functions.

Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability

Analyze and render credit decisions based on financial health, FICO, debt-to-income ratios, past performance, and clients general capacity. Executed business strategies to boost revenue and penetrate new markets through out the South East.

Identified client business and operational needs and introduced services to provide solutions.

Established departmental performance goals, set timeline targets for sales team and trained new employees.

Set and administered annual operating budget, consistently maintaining controls and preventing overages.

03/2011 to 08/2015 Senior Account Executive / Operations Suretegrity Jacksonville, FL

Conducts performance reviews and determines professional development needs and opportunities for staff

Assessed and identified changes in all aspects of contractors business including work program, financial strength, nature of work performed, timelines, and exposure analyse.

Made responsible credit limit decisions with in delegation of authority granted by carriers.

Developed budget expense ratio's bringing the agency cash flow positive EDUCATION AND TRAINING

within 12 months.

Generated a high volume of new accounts by implementing effective networking and content marketing strategies.

Represented Agency at Industry Events.

Effectively grew overall territory increasing sales 70% in the first year. Manage and mentor entire team including sales, marketing, operations, and support.

Negotiate contracts and commissions with sureties to secure highest In the industry pay outs.

04/2006 to 03/2011 Bond Administrator

Phillips Insurance Agency Chicopee, MA

Managed and produced 42% of total agency revenue ( The Bond Dept.) Provided excellent customer service, documentatio, and exceeded sales goals every month.

Interviewed bond applicants, conducted thorough financial analysis to determine credit worthiness for bonding program.

Reviewed contracts and helped general contractors qualify sub-contractors.

Appointed power of attorney for Surety Carriers and granted in-house underwriting authority.

Represnted clients / sureties at Federal & State HUD closings. 02/2003 to 04/2006 Financial Service Representative Charter One Bank Chicopee, MA

Opened new customer accounts, including checking, savings and lines of credit.

Interviewed applicants for consumer loans, mortgage, and refinancing. Completed loan closings for applicant and managed entire pipeline of branch loan accounts.

Opened/closed branch in absence of branch manager and acted as back up teller when needed.

Represented bank in trade functions and led marketing/ sales initiatives. Graphic Design & Advertising

STCC Springfield, MA

William Angel Surety School Level I & II: Contract Surety NASBP Atlanta, GA

Contract Surety, Financial Statement Analysis, Work in Process, and Bid Packages.

William Angel Surety School Level II: Contract Surety NASBP Houston, TX

Contractor Profiling, Detailed Financial Analysis, Claims, Scope of Work.

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