Vice President Customer Success

Jerry Gerovac

+1-520-***-**** ************@*****.*** Tucson, Arizona

www.linkedin.com/in/jerry-gerovac-236a2a29

Summary

●Customer-focused leader with extensive experience in managing high-volume accounts and improving customer retention in B2B environments.

●Achieved a 28% production increase and 38% reduction in lapses through data-driven customer success initiatives.

●Implemented digital engagement strategies that enhanced client satisfaction and streamlined CRM processes.

Work Experience

Principal Financial Group Des Moines, IA

Regional Vice President

●Boosted production by 28% and cut lapses by 38% within 18 months through effective data analysis and proactive customer engagement.

●Enhanced recruiting by 25% over 12 months while strengthening client onboarding processes.

●Optimized unit costs across agencies by integrating CRM insights and streamlined account management.

●Leveraged digital automation to enhance regular check-ins and support high-volume account management.

The Foresters Financial Services Arizona

Regional Director

●Cut regional costs by 40% in 12 months while optimizing digital outreach and automated customer campaigns.

●Drove a 200% increase in producer acquisition in 12 months by tailoring customer engagement strategies.

●Launched 4 new agencies in 18 months with proactive account expansion and regular client touchpoints.

●Implemented automated nurture campaigns to bolster customer retention and support SaaS subscription conversions.

Life Policies of America – LLC

Regional Vice President-Arizona/New Mexico

●Expanded into four new markets, driving customer adoption and enhancing satisfaction via tailored service strategies.

●Managed 120 producers and 800 clients with regular check-ins, ensuring high retention and satisfaction.

●Customized CRM strategies that increased SaaS subscription conversions across the Southwest region.

Life Equity, LLC

Regional Vice President- Southwest Area

●Achieved $176M in business submissions in 6 months by leveraging CRM analytics.

●Secured $741M in business within 12 months through proactive account management and tailored success initiatives.

●Conducted targeted client presentations and recruiting to drive customer engagement.

USAA Financial Planning

Insurance Sales/Service

●Delivered client presentations and strategic service planning, fostering strong relationships via CRM tools.

Northwestern Mutual Life Ins. Co. Milwaukee, WI

Managing Partner Jan 1994 - Dec 2001

Home Office Officer Jan 1990 - Dec 1994

Managing Partner Jan 1980 - Dec 1990

Education

Northern Arizona University

B.S., Mathematics

American College

Certifications

CLU & ChFC

Certified by: American College

Skills

Customer Success & CRM: Salesforce, Totango, CRM Strategy, Customer Retention, Digital Automation

Account Management: Customer Onboarding, Retention Strategies, Regular Check-Ins, Relationship Management, SaaS Subscription Conversion

Data Analysis & Digital Campaigns: Data Analytics, Automated Campaigns, Metrics Tracking, Digital Engagement, Performance Tracking

Industry & Market Strategy: B2B SaaS, HealthTech/MedTech, Market Expansion, Competitive Analysis, Strategic Planning

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