CHARLES S. ROSS

PROFESSIONAL SUMMARY

Insurance professional with experience in sales, growing revenues, increasing profitability, managing costs and building relationships. Proven track record of developing businesses and exceeding professional goals and objectives.

• Ability to negotiate & influence

• Coordinate events

• Building & Maintaining relationships

• Contributed to designing Agency overviews

and marketing material

• Report writing

• Strength in training staff

• Sagita agency software system

• AMS agency software

• Licensed in multiple states

• Able to work independently

• AFIS Accreditation

PROFESSIONAL EXPERIENCE

Johnson Insurance 2019 - Current

Sales Supervisor AFIS

Provided leadership and accountability to Johnson Insurance, working with their saleforce and clientele.

• Providing accountability to salespeople in the field

• Performing account reviews at client locations throughout the territory

• Strengthen agency connections to referral networks

• Attend trade shows and visit referral partners

Home Engineer 2013 - 2019

First Citizens Insurance Services 2010 - 2013

Personal Risk Manager Assistant VP

Grew new business through Wealth Management and Bank leads within the Western part of North Carolina and Tennessee. (Personal Lines Division consolidated into Raleigh NC)

• Grew and maintained business by targeting the affluent clientele with higher valued homes (Target $2 million net worth)

• Added 20 new customers in six months by developing and meeting needs with competitive solutions

• Built strong relationships with Wealth Management teams and Bankers within my sales territory

• Acquired prospect’s entire insurance portfolio at point of sale

• Developed relations with bankers throughout First Citizens structure

• Successfully grew the affluent insurance division while working independently and remotely in the Charlotte office

• Sustained and grew successful relationships with company underwriters

• Prepared and professionally delivered proposals to prospects

• Organized and led meetings on company strategies Accomplishments:

o Chosen to write articles on different insurance subjects which were distributed in the quarterly newsletter to clients

o Developed an Identity Fraud kit which was circulated to the affluent clientele Wells Fargo (formerly Wachovia Insurance Services), Charlotte, NC 2005 - 2009

Personal Risk Manager Assistant VP

Responsible for growing new business through Wachovia’s Wealth Management teams within North and South Carolina.

• Negotiate Personal Lines Insurance products nationally to Wachovia’s Wealth Management clientele.

• Strong ability to place coverage’s in high-risk areas with Admitted and Non-Admitted companies.

• Target and attain wealth clients (net worth with minimum of $5 million).

• Frequently visited with all Wealth Management teams and attended their daily meetings

• Targeted clientele with homes insurable for $500,000 and greater.

• Built strong relationships among individuals within Wachovia’s Wealth Management, Private Banking and Mortgage Teams.

• Licensed in 15+ States.

Accomplishments:

o Produced over $70,000 in Revenue in 2007.

GMAC Insurance, North Babylon 2003-2004

Territory Sales Manager

Managed Suffolk County, New York territory for 200 plus agencies producing 44 million in written premium for GMAC Insurance. (Relocated to Charlotte, NC).

• Produced $44 million in written premium.

• Increased profitability by 10% in 2004.

• Increased new business by 25% through promoting and marketing of all GMAC Insurance products to agencies via daily field calls/visits and relationship building.

• Implemented and developed incentive programs to motivate selected agents. Results were 50% increase of new business.

• Entrusted with agency management analysis to ensure individual agency productivity and profitability.

• Represented GMAC at Suffolk County Insurance Agent meetings and sponsored a golf outing raffling off a Cadillac Escalade for a hole in one.

Accomplishments:

o Recognized throughout the industry on Long Island as a top Territory Sales Manager. o Represented GMAC at NASCAR Races for top Quarterly results. o Built and maintained strong Agency relations with many national brokers. A.C. Edwards, Sayville, NY 2002 - 2003

Sales Supervisor

Supervised three Sales Representatives in the Personal Lines department of a $30 million + dollar agency. (Moved to better opportunity with GMAC Insurance).

• Developed and instituted new processes for increasing new business through vast/variety of sales tactics. Resulted in an increase of written premium from $10 million to $12 million in a one-year period.

• Successfully developed and executed a Business Plan for my sales team.

• Sales department achieved new business and profitability goals in 2003.

• Oriented and trained 2 new sales representatives on sales procedures.

• Created and enforced procedures for my sales team.

• Implemented new sales strategies and developed a marketing plan for sales staff and their personal sales objectives.

Accomplishments:

o Instrumental in developing 2 young sales people and guiding them to achieving their yearly goals. o Led sales team to reach their contingency goals. McRoss Agency Inc., Hauppauge, NY 1990 - 2002

Vice President/Broker

(Sold Agency to AC Edwards)

• Established a reputation for successfully handling customer issues, which resulted in increased client retention and the return of former clients.

• Sold personal lines insurance to new clients including all related processing of new business.

• Marketed additional lines of insurance through cross selling to current clients.

• Monitored agency production and profitability with personal lines carriers.

• Managed computerized office automation system including training functions.

• Ongoing evaluation and implemented the agencies strategic marketing plan. Accomplishments:

o Managed agency staff.

o Developed strong agency relations.

EDUCATION & PERSONAL DEVELOPMENT

• B.S. in Business Administration, Marist College Poughkeepsie, NY

• Continuing Ed courses for Licensed Insurance Brokers 1995-Current

• OSHA 10 hour

• Forklift certified

TECHNICAL SUMMARY

• Microsoft Office Applications (Excel, Word, Power Point, Outlook Exchange) 8705 Creek Trail Lane Apt 506

Cornelius, NC 28031

704-***-****

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