• Responsible for the growth of commercial insurance, employee benefits and surety in the Colorado market and overall profit and loss (P&L) for the company. • Accountable for sales, service, operations and the integration of national practice resources.• Continually sourced and recruited new producers while assuming a proactive approach to staff training development to drive increases in both individual and team performance and sales. Notable achievements while in the position have included:- Successfully realigned the service team, setting expectations of performance, resulting in a 10% increase in client retention over the prior year. - Positively impact profit and loss (P&L) by structuring costs reductions in the necessary areas.

• Responsibility for organizational performance in the area of sales, service, and operations.• Implemented strategy that drove significant improvements in most areas of the company to enable future success.Notable achievements while in the position included:- Reorganized staff and eliminated or replaced non-performing associates with qualified, driven professional and hired new producers, resulting in increases in both sales and organic growth. - Implemented a CRM for producers which provided the ability to track prospect pipelines and activities and a marketing system for communication with clients and prospects, which enabled visibility to clients and prospects.- Established 2 agency management systems, one for Employee Benefits and one for Commercial Lines.- Developed and implemented highly effective workflows and processes which protected the company from an E&O perspective while providing exceptional service.- Created and implemented new service standards and expectations, which ensured overall customer satisfaction and loyalty. - Continually monitored and cleaned-up the company's financial statements to gain reliable data to develop strategy and budgets.- Implemented fiscal changes that successfully reduced expenses by 20% within the first 6 months.- Rebuilt the company’s website to provide a professional, usable site which enabled the ability to capitalize on search engine optimization (SEO). - Created and implemented an employee handbook which protected the organization against employment practices liability.- Managed all Human Resources functions for this 30 person company.

• Implemented strategy that transforming the Denver operation from an unprofitable division to a profitable one within a 1-year period of time.• Led the professional development of associates through performance management and coaching and training. • Served as a driver of growth in IMA’s fastest growing division with revenue increases of 15% to 20% annually. • Required teams to present strategies to reduce client cost exposure, which built credibility and loyalty with clients.• Built and maintained strong relationships at both the local and national level with carrier executive teams and vendor partners to foster the mutual support of each other’s success. Notable achievements while in the position included:- Modified the organization’s structure and realigned the roles which improved the efficiency of service delivery. - Created a culture based around both employee accountability and recognition of success. - Developed and implemented strategy that motivated associates to increase revenue per client, resulting in 20% of all clients adding at least 1 line of coverage over an 18-month period. - Assembled and developed a high functioning team of consultant and account management professionals, resulting in an average annual retention rate of 98.5%.- Developed and executed a fully integrated health risk management practice focused on targeted data-driven approaches which improved prospecting activity and new business revenue. - Formalized internal subject matter experts which focused on underwriting, renewal analysis, financial cost projections, and in-depth data analysis, resulting in improved cost savings for clients.- Identified best-in-class external resources and formed strategic carrier partnerships, resulting in unique product value to clients and increased commission revenue for the company.