Brian Schaffer Email & Phone Number

New York, United States

• Helped regional team of over 200 field personnel reach and exceed annual sales goals of Life, Annuity, and P & C new business, and maintain a 95% overall current client retention ratio.
• Assisted with the recruiting of successful Agents, General Agents, and Sales Associates. Worked with each on training and developing strategic plans to grow all aspects of their business profitably and in compliance.
• Developed impactful relationships by working with everyone involved in making a sale, servicing it, and retaining it: Agents and General Agents, Underwriting, Claims, Loss Control, Product Management, Customer Service.
• Drove regional sales growth, business profitability, and Client and Agent satisfaction.
• Coordinated business functions to recognize achievement, team building, and relationship growth.
• Partnered with General Agents to ease any Agent or Client issues.

Glenmont, NY & Springfield, MO

• Led the successful implementation of Guidewire Billing Center. Coordinated the product selection, business partner, and consultants. Led the contract negotiations and key personnel selection. Reduced project costs.
• Oversaw set-up of all procedures, and the billing, processing, and accounting of cash receipts in excess of 600 million dollars annually for seven companies. Performed all aspects of electronic banking.
• Led a team based in multiple locations as well as several company and field staff advisory councils.
• Stepped in as Facilities Director during transitional period being responsible for staff, contracts, maintenance, employee safety and well-being, and entire physical site and grounds.

Boston, MA

• Examined financial records of departments within the CareGroup hospital network. Analyzed processes to ensure company compliance. Wrote the audit programs, performed the audits, and wrote the final reports. Directed.

Westwood, MA

• Reviewed financial records to perform premium audits on business’s insurance policies working with Policyholders, Underwriting, Sales, and Claims to ensure proper premium is charged and collected. Performed Loss Audits.

Master Of Business Administration (Mba), Minor In Entrepreneurship

Bachelor Of Science - Bs, Accounting And Finance