Sales Insurance

Senior Management – Marketing | Sales | Business Development

Technology Strategies Healthcare & Utilities Compliance Detailed

GOAL-DRIVEN AND RESULTS-ORIENTED PROFESSIONAL WITH DEMONSTRATIVE CAREER IN LEADING POWERFUL TERRITORY SALES MANAGEMENT AND MARKETING DIRECTIVES IN THE COMMERCIAL INSURANCE INDUSTRY. POSSESS SHARP POLICY KNOWLEDGE ACROSS E&O, EPLI, PERSONAL AND COMMERCIAL, LIFE, AND HEALTH, AS WELL AS RATING, MANAGEMENT, SALES AND SOFTWARE SYSTEMS. DEVELOPED AND IMPLEMENTED PRODUCT MARKETING STRATEGIES FOR U.S. PRODUCERS, WHILE PERSONALLY CLOSING OVER $1M IN PREMIUMS. POSSESS SUBSTANTIAL ROLODEX OF CONTACTS, SERVING AS INTANGIBLE ASSET TO PRODUCING NEW OPPORTUNITIES.

Commercial Insurance… Underwriting Management… Insurance Marketing Representative… Insurance Rating Systems

PROPERTY & CASUALTY INSURANCE… ERRORS & OMISSION… PRESENTATIONS… SALES FORECASTING… CLIENT RELATIONS

PROFESSIONAL EXPERIENCE

Claim Professional Liability Insurance Company, RRG Tustin, CA 2007 to 2011

Provides Errors & Omission and General Liability coverage across the U.S. on a claims-made basis.

Director – Client Services

Accountable for overseeing solicitation, marketing, sales, underwriting, and issuing of policies for independent claim insurance adjusters throughout the United States. Tasked with orchestrating communication throughout Facultative and MGA markets to bind E&O, GL, and EPLI policies. Supervise staff, including hiring, performance, and development.

• Personally closed more than $1.2M of retained premium, with average account size of $2.5K; sold multiple accounts up to $85K in premium.

• Elevated quality of contact and policy writing for more than 300 Independent Insurance Agents across the U.S. as result of developing comprehensive marketing material and operational tools.

• Improved new business closing ratio from 15% to 75% over 3-year period by designing underwriting process.

• Led tracking of sales and sales forecasting by introducing marketing database system.

• Developed network of Facultative and Reinsurance contacts for binding $5M accounts.

Data Control Corporation Nevada City,-- CA 1996 to 2007

Parent company to a dozen Insurance Media and insurance sales companies with international staffing.

California Sales & Training Manager

Chosen to oversee territory software sales for rating system and management of underwriting information. Managed and trained portfolio of 1,000+ Independent Insurance Agents, Brokers, MGAs, and Insurance Carriers in software products.

• Improved end-user training by developing a module to compliment rating software program.

• Exceeded sales projects more than 100% each year leading territory.

• Recognized for consistent monthly follow-ups over 5-year period – generating closed sales contracts – by receiving Sales Persistency Award.

• Closed sales and increased profitability by leveraging marketing and telemarketing scripts.

Additional roles as Marketing Branch Manager and Field Marketing Underwriter available on request.

EDUCATION, TRAINING & AFFILIATIONS

Business Management & Accounting Studies, Loma Linda University – Riverside, CA

Certificate of Completion - Commercial Insurance Sales, Aetna Commercial Insurance Institute – Hartford, Ct.

Certified Insurance Counselor (ClC); Principles of Insurance, Sales and Marketing Systems

NAIIA-National Association of Independent Insurance Adjusters

Professional Insurance Agents Association; Independent Insurance Associates AKA IIA

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