Adam W. Email & Phone Number

Charlotte, North Carolina

• Product Owner for EACCESS portal program, which serves as a primary hub application for all EMPLOYERS digital engagement across internal and external customer channels. Responsibilities including, but not limited to, data and analytical evaluation to build out future enhancements and stories, liaise with IT partners to blueprint and roadmap development process, and coordinate and execute go-to-market strategies with support from Marketing and Field leadership.• Additional Product Owner for Agency Profile internal user portal application, launched in February 2021, which was developed to enhance Customer Intelligence proficiencies for better understanding of future needs around revenue generation, competitive landscape and growth opportunities. Responsibilities included collaboration with IT partners to build out original UI and UX functionality, ongoing work with Executive and Field leaders on critical intelligence needs and gaps, feeding of AP information into data lake for digestible real-time Tableau reporting and analytical analysis.• Subject-matter expert for Sales department across all product applications, which includes interaction and engagement with all Product Owners and IT partners, to ensure Sales efficiencies and impacts are understood and addressed with any potential strategic application shifts.• Regular contributor and presenter on monthly Sales organization calls, as well as corporate annual National Sales meetings, for updates and trainings on product or ‘Best Practice’ tactics.• Collaborated with both Sales and Underwriting Executives and Field leaders to build out unique tiers to our Distribution Segmentation strategy with particular focus on Middle Market producers and how to target and grow more effectively with profitable, sizeable Agency partners.

• Led State Strategic Expansion Plan efforts of rounding out countrywide footprint by successfully spearheading the launch of nine new EMPLOYERS markets including, but not limited to, staffing, licensing, appointing, monitoring and adapting to post-launch requirements.• Successfully built and implemented several Enterprise adopted data-driven ‘Best Practice’ processes to assist in efficiencies around high profile needs such as: Planning (monthly and annual data capture and tracking on both Territory Manager and State levels) New Appointment Prospecting Production Projection Forecasting Sales Call Best Practices Agency Distribution Segmentation• Organized and led over fifteen Agency Council sessions to better understand the “voice of the customer” and build out tactical organizational directives and initiatives.

• Responsible for decision making of operations aimed towards assistance of educators battling cancer• Made monetary donations to twenty eight educators or conjugal family members, in five different states, so sole focus could be on recovery• Coordinated custom annual t-shirt design with nationally signed recording artist, The Avett Brothers, with 100% of proceeds going to Foundation• Managed event and sponsorship options for annual Field Day 5K and Kid’s Fun Run fundraising program.• Primary oversight of all things regarding:- Fundraising- Marketing/Advertising/Public Relations- Expense Management- Newsletter development and distribution- Website layout and content including Facebook integration

• Lead communicator for CNA Small Business directives around new business and renewal production, marketing, training, and new appointment processing, throughout state of North Carolina; previously in South Carolina • National Relationship Manager for Smart Choice, a Key Network Partner within CNA. Responsible for all countrywide production and appointment discussions for entire organization of over 4,500 agents• Ended 2014 Production year with highest New Written Premium in Atlanta Region, as well as biggest year-over-year Focus Class Book Mix percentage – a key measure of our book management initiative • As Senior FSS on staff, assisted with training and buddy responsibilities for three new FSS hires • On-boarded eleven new Enterprise or Small Business agency appointments within Primary or Secondary code levels • First FSS within Atlanta Branch to achieve CNA Trusted Advisor status around product and automation capabilities • During tenure, executed four distinctive Exit Class strategies with agency plant in order to better manage overall book performance and results • Atlanta Regional Office point person for Salesforce.com system management and training

• Direct responsibility for the marketing and sales of The Hartford Personal Lines and Small Commercial Product Offerings to over 700 employees in approximately 150 agency locations throughout Kansas, Missouri, Iowa, and Nebraska• Create and rollout The Hartford specific co-operative marketing/advertising plans to differentiate agents in given territory---particular focus on AARP product line• Product and systems training for all new agency appointments and staff via WebEx and conference call technologies• Team lead for department on Aon Hewiitt Human Resource rollout consisting of 40+ employees• 2011 Territory Sales Results and Achievements YTD:- $1.5 million in New Business premium – $8.5 millionin Total Written premium- 119% to plan for overall New Business Premium goal- 148% to plan for overall Total Written Premium goal- Small Commercial – YTD over 2010- 16% increase in Quotes, 31% increase in Issues

• Directly responsible for the growth, retention, and servicing of an approximately $2.5 million insurance agency• Highest performing producer in Property & Casualty annual insurance sales growth for office during my tenure• Ensure profitability by verifying potential business risks fall within our company and agency underwriting guidelines• Initiated and completed three of the agency’s most successful marketing and sales campaigns to date• Responsible for the training and supervision of agency employees and day-to-day business and sales activities• Spearheaded efforts and met goals needed to qualify as the first “Nationwide On Your Side” certified agency in Cabarrus County-the highest customer service mark an agency can receive

• Investigate liability and bodily injury claims via face to face or telephone handling according to best claims practices• Determine proper policy coverage, investigate, evaluate, negotiate and equitably settle bodily injury claims ranging up to $30,000, in accordance to company guidelines.• Assist and prepare files for subrogation, suit, trial, and other forms of litigation• Mid year results notes exceeds and/or achieves in following categories:- Technical file quality- Open file review- Productivity- Values

• Investigated liability claims via telephone claims handling • Investigated, evaluated, and negotiated medical payment claims up to $10,000• Responsible for the handling of all claims in accordance with prescribed authorizations and according to best claims practices• Noted as exceeds and/or achieves from 2002-2004 in following categories:- Technical file quality- Open file review- Productivity- Customer service- Values

Mba, Business Administration

AACSB accredited

B.S, Management; Communication Arts

Nonprofit Management Certificate