Insurance Acquisition & Operations Executive

ANNE DEE, CPCU

Professional Summary

Highly motivated, results driven insurance acquisition specialist. Effective Executive Officer responsible for developing and implementing strategies for improving operational efficiency and growth objectives. Dedicated and loyal leader engaged on the growth and vision of the organization focused on teamwork and collaboration to exceed company objectives.

Skills

Strong Communication skills Manage multiple BMS Technologies systems

60+ company acquisitions integrated Onboard/Offboarding Employees

Process Improvement Solid history of project achievement

Revenue growth focused Budget development and Expense savings

Contract and Lease negotiations

Work History

Chief Acquisition/Administration Office March 2024 – September 2024

HUB International – Norwell Massachusetts

https://www.linkedin.com/company/10001/Acquisition Team leader for the New England region of HUB

Implementation of due diligence, closing support, integration of process including employee transition, technology systems and revenue growth.

Management of multiple branch locations leases and facility performance

Maintain, support and transition development of multiple BMS

Manage budget process for administration including procurement.

Chief Operations Officer April 2020 – March 2024

HUB International – Norwell Massachusetts

Cultivate and maintain a strong team culture

Worked closely with CEO to implement and execute successfully company objectives

Manage and implement all insurance carrier and vendor agreements.

New England and Mid-Atlantic Region - secure new acquisitions, revenue growth, retention.

Strategic Planning / Integration officer, EVP HUB International September 2014 – April 2020

HUB International – Norwell Massachusetts

Leader for Commercial Lines service Division – 100 + service team growth /retention.

Executive member responsible for the expansion of our Mid- Atlantic region through acquisition.

Mentored, trained and developed talent for the future of our expansion.

Associated Partner – Executive Vice President July 1977 - September 2014

Brewer & Lord LLC – Norwell Massachusetts

Management of service segments for both personal and commercial lines – cross selling focus to Employee Benefits

Norwell, Massachusetts 02160 781-***-**** ************@*****.***

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