Marketing Representative Corporate Trainer
Resume:
JEFFREY R. CAWLEY
Providing Exceptional Sales Leadership and Business Growth Strategies 614-***-**** linkedin.com/in/jeffrey-cawley *********@*****.*** PROFESSIONAL SKILL SET
Hyper-effective with managing underwriting and commercial lines, providing effective coaching to team members. 10+ years of experience managing and growing territories in the insurance industry. Proven ability to implement strategies that strengthen marketing and sales operations while improving efficacies. CAREER HIGHLIGHTS
• Experienced territory manager effectively handling Ohio state regions with over $30MM in profitability
• Operations linchpin, initially hired as an Auto-underwriter Trainee and rapidly promoted to a Senior Marketing Representative, implementing strategies to increase profit and expand territories
• Subject matter expert, improving performance among struggling agencies by designing and launching an innovative agency profit program for various insurance agencies
• Certified as a Corporate Training Specialist, selected to teach accredited classes for agents and train State Auto Insurance employees
• Skillfully appointed 20+ professional agencies that successfully grew millions in revenue and upheld profitability
• Proven measurable success in previous roles including Independent Insurance Agent, District Sales Manager, Production Underwriter, Commercial Lines Field Underwriter, and Senior Commercial Specialist LEADERSHIP EXPERIENCE
Ohio Insurance Alliance Group – Dublin, OH 2018 – Present Territory Sales Manager
Key Accountabilities
• Responsible for developing and expanding territory by implementing new prospecting strategies
• Relied upon for providing underwriting and loss control expertise, ensuring that risks and exposures of potential clients are evaluated
• Proficiently act as liaison between carriers and agency, encouraging cooperation and exchange of information Key Achievements
• Collaborate with producers, assisting with underwriting and prospect placement
• Resourcefully recruit effective personnel, appointing and training five different producers within a year UTICA National Insurance Company – Columbus, OH 2017 – 2018 Senior Marketing Representative
Key Accountabilities
• Responsible for creating successful long-term profitable relationships, providing leadership for district sales operations covering 26 independent insurance agencies and $23.5MM annual written premium across 6 counties
• Proficiently trained and mentored new agents and customer service representatives while providing management and direction for the entire sales operation within the state of Ohio
• Created and implemented strategic short- and long-term plans to developing sales, establish marketing vision, and create an all -star team, resulting in a significant increase on production and profitability across the company
B2B Sales
Process Development
Requirements Analysis
Strategic Development
Customer Experience
Training & Development
Process Improvement
Customer Retention
Public Speaking Presentations
Recruitment Mentorship
Commercial Line Underwriting
Account Development Management
Outlook
Loss Control
MS Suite G Suite
Project Management
Contract Negotiation
Regional/District Sales
JEFFREY R. CAWLEY
614-***-**** *********@*****.***
P a g e 2 2
• Analyzed new commercial accounts, enforcing risk management strategies to ensure compliance and confirm coverage costs were proportionate to the risks
Key Achievements
• Selected to lead 5 agencies, expanding territories and ensuring profitability, successfully managing all regions
• Best-in-class Senior Marketing Representative, restoring company and agency relations after a long-term vacancy of state representation
• Designated trainer and mentor for multiple CSR’s and producers in various agencies covering the territory, ensuring adequate performance while developing agency profiles
• Aided in the development of commercial lines field underwriting authority for marketing agents and opportunities, including commercial auto, general liability, property, inland marine, umbrella, and workers comp Morgan Hubble Smith Insurance Agency – Columbus, OH 2014 – 2016 Independent Insurance Agent
Key Highlights
• Skillfully provided administrative office support and high quality customer service
• Responsible for binding profitable personal and commercial line accounts, maintaining a profitable book of business, and assisting other producers with commercial lines expertise
• Resourcefully solicited lost accounts, commercial lines, personal automobile, homeowners, umbrella, dwelling fire, and related lines, while delivering competitive quotes with upgraded coverage options to potential clients Motorists Mutual Insurance Company – Columbus, OH 2004 – 2014 District Sales Manager
Key Accountabilities
• Responsible for assisting in changing loss control requirements on new commercial accounts, improving workflow procedures, and modifying agency visitation schedules
• Effectively created long-term profitable relationships, liaising with key stakeholders and providing leadership/direction for district sales operations in over 12 county territories
• Trained and mentored new agents and customer service representatives, acting as team lead for a territory underwriting team consisting of a lead underwriter, a small business underwriter, and 2 support rater/analysis Key Achievements
• Successfully managed 10+ agencies while maintaining a growing and profitable territory for 10 years
• Trained and coached various CSR’s and producers in multiple agencies covering the territory, while developing effective loss ratio improvement plans for under-performing agencies PRIOR EMPLOYMENT
Production Underwriter – Citizens Insurance Company Commercial Lines Field Underwriter – Grange Insurance Company Senior Commercial Specialist & Corporate Trainer – State Auto Insurance Company EDUCATION
Master of Science, Physical Education/Recreation Management Ohio University Bachelor of Science, Recreation Management Ohio University Additional Professional Training:
Loss Control Auditing Auto Garage
The Society of Certified Insurance Counselors Designation AWARDS & RECOGNITIONS
Outstanding Undergraduate Recognition – Ohio University Multiple Underwriter of the Month Awards – Farmers Insurance
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