Bethany Snyder Email & Phone Number

Harrisburg, Pennsylvania, US

Harrisburg, Pennsylvania, US

Harrisburg, Pennsylvania, US

• Private equity backed M&A firm focused on the retail insurance space. As the VP of Integration & Partner Operations I work with our agencies through their entire life cycle - from due diligence through closing.
• Budget and P&L oversight of $50MM+ in assets spread over 6 profit centers
• Lead the integration of agency acquisitions collaborating closely with other functional areas (HR, Finance, Legal, etc.)
• Collaborate with M&A and Finance on creation of proforma and stub budget, and after close ensure new partners execute on agreed upon conditions
• Ensure agency partners are operating to proforma EBITDA expectations
• Operational and financial synergy assessment and execution

Boston, MA, US

• Manage broad and diverse agency partnerships. Responsible for retention and growth of 55+ Independent Agency storefronts with a focus on company appetite and profit.
• Drive and ensure quality of new business flow, appropriate book mix, and risk management of both individual agency books and overall assigned territory.
• Create, implement, and execute territory and agency strategies to achieve goals while collaborating with internal and external business partners.

Woodmere, Ohio, US

• Work closely with insurance agency owners and C-Suite executives with primary responsibility to help them understand and grow their firm’s value.
• Responsible for strategic planning, perpetuation planning, operational, sales and financial benchmarking, and relationship management
• Lead facilitator of MarshBerry’s Connect Peer-to-Peer Network, bringing together select insurance executives and agency owners to review financial and qualitative data, set strategies for growth, and hold each other.
• Create customized sales training programs for insurance carrier field representatives with an emphasis on providing value to partner agencies and fostering deep relationships.
• Provide one-on-one executive coaching, and group coaching to business development leaders to reinforce sales training and help them hold their team accountable.
• Additional carrier work includes providing coaching and sales training for underwriting teams with a focus on how to get to “yes,” and often acting as a bridge between underwriting and sales.

Woodmere, Ohio, US

Northbrook, IL, US

• o 77% personal lines bundling rate (1st in market and top 5 in 3 state region), o 6-time winner of Allstate’s Chairman’s Circle Award (earned by 5% of the 10,000 agency force) o 10-time winner of Allstate Honor Ring.
• As the agency owner, directed all aspects of operations including business planning, sales, marketing, personnel development, customer relations, training, risk management, financials, and budgets.
• Created a wide variety of processes related to customer acquisition and marketing, retention and claims service, and analyzed processes for effectiveness and efficiency; modifying when required.
• Managed all aspects of staffing including hiring, training, performance management and regular evaluations of work product. Lead staff and stakeholders through annual strategic planning session and held the team.
• Design customer on-boarding process to ensure customer satisfaction, and meet one of the tenets of our mission statement "easy to do business with."