Bill Wilson Email & Phone Number

Waterloo-Cedar Falls Area

Growth minded Senior Vice President for the nationally acclaimed commercial insurance program administrator. We have admitted and non-admitted agents and wholesalers in all 50 states. I serve as part of the executive leadership team that sets the strategy for the firm and operationalizes that vision across sales, underwriting, and operations. We change the industry conversation and shape the future success for our clients with our innovative programs in the Allied Healthcare and Hospitality Industries. I am personally committed to building a highly engaged team and delivering on that promise every day with clarity in expectations, transparent communication, and financial incentives that align with the performance of our people. I apply my experience building books of business, managing key accounts, and turning around unexpected challenges to coach and mentor people to success. We strive to deliver industry leading experiences for our clients by seizing mutually beneficial opportunities to serve. I do this by continuously improving the experience of our clients by delivering new programs, improving our processes, and championing technology tools to reliably scale our performance. A few of my recent achievements include: • Leads 42 direct and indirect reports across 5 departments with full accountability for compliance and P&L. • Built and retained 700 agents in the broker network dispersed across 50 states. • Evaluates multiple potential acquisitions annually and plays a key role in the M&A activity for targets. • Spearheaded the digital transformation of the underwriting department to automate processes enabling stabilized headcount and improved accuracy while the number of policies processed grew rapidly. • Achieved an industry leading NPS score with high retention rate of customers as the owner of the firm’s experience for brokers and insureds.

Waterloo-Cedar Falls Area

I was recruited to join VGM Insurance Services to transform the sales operations to scale the business. I executed on this vision as the Vice President of Sales and Marketing to grow the business through the launch of multiple new programs, standardized sales processes, and overhaul of its marketing. Through this process-driven, data-informed approach, my teams delivered rapid growth while maintaining compliance and high-quality customer experiences. My role during this time was to create the sales processes, provide the team resources, and to build an industry leading customer-facing team. I set the strategy and provided my team with the tools to succeed. I brought on new talent, built a culture of excellence, and coached people through the changes to optimize their results. It was this systematic approach to building the human capital of the firm that enabled us to consistently meet or exceed our goals. I also spearheaded the rebranding of the firm through expansion of its marketing practices to connect with broader audiences. This increased presence created a strong foundation for us to go to market with new programs that served clients across the US. Results in this role were: • Led 15 direct reports in sales, marketing, and operations to meet or exceed aggressive annual sales goals. • Prepared budgets and monitored expenditures to maintain compliance with financial forecasts and profit objectives. • Scaled the business through the launch and effective management of new products and programs while balancing sales leadership and compliance needs. • Institutionalized a culture of excellence with hands-on coaching and standardization of the customer experience.• Championed the implementation of automations and process improvements to reduce operational costs and enable better allocation of the talent to fuel customer satisfaction. • Managed the marketing teams that won multiple awards through the Insurance Marketing & Communications Association.

Waterloo-Cedar Falls Area

I was asked to join this commercial insurance firm to assist with a succession plan for a founder that was retiring while also building my own book of business. I served as the Vice President of Commercial Sales with a focus on driving growth for the firm while retaining our best practices to ensure the continued satisfaction of our existing clients. I did that as part of the sales leadership team in an ownership-track capacity that shaped the long-term success of the business. My role during this time was to optimize the growth and to scale the business. I grew a significant book of business from the ground-up while also managing the client relationships and retention efforts for the assigned book of business of the departing founder. I did this with my strong work ethic and genuine interest in the success of our clients. I also served as the escalation point for all commercial programs to manage the risks and satisfaction of our clients.

Waterloo-Cedar Falls Area

I was recruited to serve as the Vice President of Commercial Sales for the agency that was preparing to move from bank owned to an independent firm. I joined the leadership team to broaden the scope of commercial programs and risks across Iowa to help it scale profitably. I managed a significant client base and acquired new business during this key transition period. My team in this role was customer-facing and we served the commercial insurance clients together. I rolled up my sleeves to manage the key accounts and coached people to achieve their best results. I also drove innovation in the solutions we offered and the delivery of our customer experience.