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Sales Insurance

Location:
Wayne, PA
Posted:
January 19, 2021

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Resume:

T. Christopher Sheetz

610-***-****

adjjj2@r.postjobfree.com

https://www.linkedin.com/in/tchristophersheetz1

CAREER SUMMARY

Insurance Background

Professional leader and executive with real practical sales and operations background (subject matter expert)

Robust Relationship Base of Top 100 Insurance Brokerage Practice Leader's, Tier 1 Insurance Carrier CXO's &

Executive Personnel and Regional & National Self-Funded Employers

Selling insurance products and services into Carrier, Retail, Wholesale, Manufacturing, High Net Worth(HNW)

All sales are strategic & solution based for new logos, sales training by Sandler and Miller Heiman

Broad knowledge of Salesforce, CRM based tools, also Microsoft Office Suite, PowerPoint, Excel, Outlook

Complete familiarity in selling TPA & Vendor Services - Both for and into the insurance industry-Brokerage & Carriers

Expertise in Property & Casualty and Employee Benefits insurance sales

Scope of Clients; Insurance Carriers, Wholesale, Retail, Manufacturing, High Net Worth, Professional Services Firms, Regional & National Employers, Regional & National Insurance Brokerage's, Government

BPO Background

Extensive Business Process Outsourcing experience, selling into Tier 1 Insurance Carriers, Top 100 Brokerages, National Third Party Administrators, Self-Funded Insured's (subject matter expert)

Services solicited & sold; Call Centers, Policy Administration, Underwriting & Claims Support, Finance & Accounting, Research & Analytics, Actuarial Support, Managed Care & Cost Containment Services

Complete insurance domain familiarity of; Offshore Model & Onshore Teams, I have built offshore teams in Mumbai, Pune, Chennai. Entire Life Cycle of Insurance Services & Pricing Modeling.

All sales & client RFP answering are strategic & solution based to increase efficiencies of processes while saving on costs.

Typical New Logo account size ranged from-$5M to $15M TCV. Largest account written to date-$5M TCV

PROFESSIONAL EXPERIENCE

Newport Insurance Group, Vice President, Wayne, PA, Business Development, Sales & Marketing, 2012-Present

Insurance industry consulting, sales production for privately held corporations, vendor companies & insurance carriers, all lines of insurance, pure play Business Process Outsourcing (BPO) applications, current engagements with insurance and healthcare BPOs, Professional Employer Organization (PEO) sales (transportation specific)

Insurance production, all lines of insurance to private corporations and HNW individuals

Multiple BPO Vendor contracts accepted and successfully completed

Broker Manager, 2016-2018

Retained by national insurance carrier to develop and establish Broker Channel Partnerships within the mid-Atlantic

region. Educating, licensing and assisting insurance Brokerage's sales to their client's from initial

presentation thru enrollment of payroll deducted voluntary benefits.

Exceeded all goals with successfully contracting 100+ Brokerages/Brokers and 6 national enrollment firms.

Vice President, 2014-2016

Retained by a national PEO to build out Broker Channel Partnerships within national & regional transportation specific Insurance Brokerage's/practices. Created extensive database of Insurance Brokerage's & transportation/trucking companies nationwide. Selling directly and through insurance brokerage's; workers' compensation, payroll, human resources and safety & risk management, soliciting PEO & ASO services.

150+ Brokerage relationships established along with 91 submissions in 21 months

Recognized as PEO of choice for Willis Towers Watson. https://youtu.be/IpimOpHy-w4

Territory & Brand Builder, 2012-2014

Retained by a global BPO to build robust relationships in the Payer & Provider Healthcare vertical, selling; Enrollment & Eligibility Services, Claims Data On Boarding, PPO Re-Pricing, Claims Adjudication, Provider Data Management, EDI Services & Conversions, EOB Processing, Revenue Cycle Management, Scheduling Services, Insurance Verification, Transcription, Accounts Receivable and Denial Management. Clients included; TPAs, Carriers, Healthcare Systems

WNS, Vice President-North America Insurance Services, Jersey City, NJ 2011-2012

Business Process Outsourcing (BPO) Sales to Global Tier 1 Insurance Carrier Marketplace

Territory-North America-developed my own data base of 120+ tier 1 carriers & senior level contacts

Sales of Client Facing Front Office & Back Office Services; Customer Acquisition, Policy Servicing and Administration, Underwriting Support, Claims Support and Finance & Accounting, Research & Analytics and Actuarial Support. Targeting decision makers/CXO level of Strategic Sourcing, utilizing offshore teams

Developed and adhered to strategic pursuit plans with timelines to assist with progressive movement

Utilized CRM to track day to day contacts, email, phone conversations, appointments

Regularly attended Acord/LOMA, RIMS, IAOP conferences to develop knowledge, relationships, traction

Extensive travel to India (Mumbai, Chennai, Pune) for offshore team building & departmental training

$30MM+ pipeline > Proposed $22MM w/6 major accounts, wrote 5M TCV in New Logo outsourced services

Departed WNS due to a global corporate restructuring

Anderson Insurance Brokers, Lead Producer, Wyomissing, PA 2006- 2011

Territory-Mid-Atlantic Region

Commercial Insurance Sales targeting manufacturing, retail, wholesale, professional

Personal Lines, High Net Worth, Defense Base Act, Expatriate Insurance Coverage

Sales across all lines of insurance; Property & Casualty, Life, Accident, Health Sales; small-large group sales

Targeted Decision Makers & Stakeholders; CEO, President, Risk Manager

All leads and clients were generated directly through cold calling and referral of existing clientele

Developed $3.6M book of New Logo business encompassing Property & Casualty and Employee Benefits

Departed Anderson Insurance Brokers to further my industry knowledge and a global career advancement

AON, Cambridge Integrated Services Group, National Sales Director, Chicago, IL 2000-2006

Sales, Third Party Administration (TPA), Administrative Services Only & Business Process Outsourcing (BPO) Services; (Front and back office) health & life Policy Administration, Policy Design & Issuance, Consulting, Call Center, Mail Fulfillment, Finance and Accounting (premium remittance) working exclusively with onshore teams

Territory-National

Established 400+ Broker-Brokerage, Consultant, CXO Suite of national employers relationships

Average account-1,000 lives, largest written-13,500 lives, New Logo > City of Orlando & Orange CO, FLA)

Delivered annual revenue targets, year on year, exceeding quota.

Cambridge Integrated Services Group was sold off and acquired by CBCA, Ft Worth, Texas

AON, Broker Relationship Manager- Worksite Solutions

Territory-Mid-Atlantic

Sales, Voluntary Benefits through payroll deduction; life, catastrophic, hospital deductible, STD & LTD

Direct and Brokerage Channel Partnership Sales; developed extensive brokerage relationships nationally

Cold calling, face to face solicitations, presentations and new logo sales

Trained Brokers on "Worksite Solutions" products & presented direct to clients/prospects

Oversaw & assisted in enrollments in timely fashion to avoid disruption

Account Sizes ranged from 250 to 13,000 lives. Average sale, $250K in premium, All New Logos

PROFESSIONAL LICENSES Property, Casualty, Life, Accident, Health, Annuity (PA, DE, NJ, MD, DC)

EDUCATION Temple University, Philadelphia, Pennsylvania, Bachelor of Arts, Business Administration, Criminal Justice

ASSOCIATIONS AND ORGANIZATIONS

National Association of Alternative Benefits Consultants Casualty Underwriters Club of Philadelphia

Risk and Insurance Management Society Society of Professional Benefit Administrators

HONORS

Eagle Scout

National Leader Corps / The Equitable Life Assurance Society of America

U. S. Coast Guard Sustained Auxiliary Service Award (three time recipient)



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