 Define the strategic direction and develop a comprehensive integration plan using in-house data with Azure OpenAI enhancements to increase revenue growth and retention. Lead the design and execution of advanced analytics with Azure OpenAI, improving insights into agency partner revenues, optimizing contingency profits, ensuring ASC 606 compliance, and identifying opportunities for cross-selling and up-selling. This effort contributed to the refinement of strategic planning KPIs, metrics, and analytical models. Architect data structures tailored to business requirements, ensuring efficient integration with key platforms like Microsoft Synapse, Snowflake, and Salesforce, thereby enhancing data utility and supporting business objectives in personal lines, commercial lines, worker’s compensation, employee benefits, Medicare, and PEOs. Direct a cross-functional team comprising AI engineers, data engineers, analysts, and other data specialists, fostering collaboration and innovation across projects. Serve as the primary contact for the C-suite, stakeholders, partners, lenders, and the board, presenting data-driven updates and strategic insights to inform decision-making and align organizational goals.

 Partner with C-Suite to determine the strategic operational vision, develop the roadmap, and integrate data from 200+ disparate management systems and 900+ carriers to support growth for a $7B GWP book of business in commercial P&C, personal P&C, employee benefits, and Medicare lines of business Define and build out metrics, KPIs, and analytical models to discover agency partner organic revenue growth, contingency revenue maximization, ASC 606 support models, and operational efficiency opportunities with prescriptive analytics to assist in developing the operational-tactical plans Architect data structure to support business requirements for Microsoft Synapse, Snowflake, and Salesforce Lead team consisting of AI engineers, production engineers, business analysts, data analysts, visualization experts, Salesforce administrators, Operations Director, carrier integration, broker integration, licensing, and compliance. Work directly with C-suite in preparing data-driven updates with partners, lenders, marketing, field operations, and board.

 Prepare BI project plans and business requirement documentation Collaborate with various stakeholders across finance, accounting, IT, SalesForce administration, and operations on best practices and process optimization Participate in the entire lifecycle of analytics for $6B in annual premium, from gathering and understanding the requirements to creating the functional design, architecting the solution, supervising the detailed technical design and implementation, to preparing and executing the functional tests Deliver high-quality reporting and insights through automation from +1000 disparate systems from carrier portals, agency management systems, and accounting systems utilizing tools such as Microsoft Power Automate, Microsoft Power Query, SQL, and Python Develop strategies, operating models, roadmaps, and business cases for BI solutions Build on Microsoft data platform (Azure Logic Apps, Azure, Power BI) Develop proof of concept models Lead deployment of PDF scraping tools and bots primarily around commission statements and ACORD forms Lead IVANS account administration Cross-reference third-party portal through API to assign NAICS codes and employee information

 Coordinate and lead all data initiatives Oversee the planning, budgeting, forecasting, allocations & financial analysis of all corporate and shared-services activity in the lines of business of personal lines, commercial lines, workers’ compensation, individual life, health, group benefits, 401k, captives, MGAs, claims administrators, and third-party administration  Support decision making and accurate planning through leading the development of financial models, a summary of assumptions, and key financial metric analyses  Continuously refine projections and analyze the variance of operating entities  Lead development and implementation of the data warehouse, connectivity to NetSuite, connectivity to 18 disparate CRM systems, and the integration of business intelligence platform Microsoft Power BI  Interface with IT and analyst 1099s to supplement the team in the development and implementation of projects  Lead implementation of Workday Adaptive and integration with NetSuite  Develop financial and Mergers & Acquisition reporting for private equity partners

 Lead data initiatives in the insurance department consisting of +60,000 P&C customers and +10,000 Medicare customers Develop analyst in SQL, Microsoft Power Query, and Microsoft Power Pivot Develop all retention and persistency models to support ASC606 revenue recognition and lifetime value of the customer Direct, implement and sustain the profitability of the P&L in P&C, life, and Medicare Develop and maintain strategic partnerships with partners such as Progressive, Safeco, Aetna, Humana, Prudential, and United Health  Lead the matrix-based organization of 280 employees across sales, operations, marketing, business intelligence and finance to evaluate and capitalize on industry trends, growth opportunities, and demographic market trends in the P&C insurance space using Microsoft Excel/PowerBI and other Business Intelligence platforms  Manage the P&L and lead the insurance division with opportunities in Personal Lines P&C, Commercial Lines P&C, Workers’ Compensation, supplemental product development, SaaS, and new product launch strategies  Oversee and lead options, risk and benefit models that allow for third parties to fully comprehend risk and exposure  Negotiate favorable acquisition cost rates with third-party marketing vendors to maximize profitability Lead Business Process Outsourcing (BPO) units based in the US and Philippines Negotiate outsourcing vendor contracts with a focus on profit maximization and serve as the executive financial liaison during client negotiations Direct and lead all insurance units' project planning, capacity planning, budgeting, and pricing

 Define and measure progress for both revenue and customer engagement for all major accounts including Progressive, Safeco, ASI, Travelers, Liberty Mutual, Aetna, Aflac, Humana, Cigna, Regence and Mutual of Omaha. Gather, consolidate, and analyze over 50 million data points to determine expected customer renewal and retention curves Develop and implement GAAP ASC 606 compliant revenue models to support recognition of $57M in annual revenue in multiple insurance lines including auto, home, commercial, life, annuities, medicare, health, drug, dental and vision. Developed customer retention strategies that increased profitability 28% year-over-year Established and maintained minimum standard for Per Unit Revenue 47% higher than historicals Make strategic market and product recommendations directly to executive level management Conduct industry research to determine new markets which included North Eastern seaboard home insurance program that recognized an 87% Gross Profit margin Analyzed and recommended operational adjustments to improve Net Promoter Score customer survey score by 35 points Lead implementation and testing of new business initiatives and processes Define and manage definition of cost and pricing guardrails that ensures consistent profitability In conjunction with corporate counsel, negotiate carrier and product compensation, pricing and terms of over 40 new contracts Led re-engineering of daily accounting workflows thru automation and standardization that decreased operational support cost by 10% Conducted claim analysis and implemented improvement plan that decreased claim loss ratio from 102% to 62% Develop quarterly street forecast for shareholders Direct development and implementation of financial technology and systems

 Prepare financial statements and reports, regulatory filings, and financial presentations for $1B in annual premium for multiple insurance lines including home, auto, life, annuities, workers compensation, dealership, hotel, transportation, restaurant, auto garage, wholesale distribution and manufacturing. Develop and monitor spending of $5M territory budget Design and develop analytic projects that included a 22% increase in auto insurance production Serve as FP&A function for territory specifically around maximizing close ratios and shifting loss exposure for high catastrophe areas Identify opportunities and develop forecasts, statistical models, segmentation schemes, and data-driven analyses to drive marketing and production

 Administer and control the Marketing, Agency Development and growth objectives, as well as, responsible for obtaining established productivity goals Consult business owners on effective management techniques Recruit, select, train, and maintain qualified District Managers that led to a 30% increase of division distribution footprint Created, developed and deployed sales initiatives that increased sales related revenue by $20M Led 19 direct reports and 281 indirect reports in 16% YOY organic growth

 Developed and implemented a business plan that incorporated marketing, sales, retention, and pricing initiatives that increased in-force premium by 46% Developed and implement separate programs of hotel insurance and truck insurance that recognized a total of $5M in Gross Written Premium in a 12-month period Select and engage with High Potential Agents to meet sales goals, which include one-on-one appointments, sales builder meetings, effective training, and sales calls Represent State Office on all commercial product and pricing issues Develop, file with regulatory body and conduct training in the field for 880 agents in both group settings and individually Develop and implement a business plan that incorporates marketing, sales, retention, and pricing initiatives to increase overall in-force premium  Direct and manage distribution of commercial line products in the territory focused on lines such as commercial auto, retail, service, restaurant, transportation, manufacturing, real estate, habitational, contractors, and wholesale distribution  Negotiate pricing of products in territory with product managers and underwriters  Roll-out and implement dealer, trucking, towing and transportation insurance programs  Act as commercial insurance evangelist at trade shows, industry events, internal meetings and conferences

 Achieved effective territory underwriting loss ratio of 52%, a 35 point year-over-year improvement Conduct training to field distribution force of 1200 agents  Assist agents in rehabilitating under-performing books of business with an 83% success rate Achieve acceptable territory underwriting loss ratio which included manufacturing, wholesale distribution, trucking, towing and dealership business  Utilize aerial imagery to assist in calculating maximum and probable loss ratio

 #1 producer for entire tenure. Sold auto, fire, flood, windstorm, business owners, work comp, life and health policies. Conduct routine sales calls to existing clients in order to build multi-line book of business  Assess clients’ needs and conduct effective sales interviews  Service existing and new clients in all lines of insurance for over 9,000 existing and new customers

 Consistently the weekly top seller among the team, top 10 in the site and top 25 in company of ~25,000 sales representatives Maintain call efficiency and manage individual average call handle time and schedule adherence  Sold in 42 states demonstrating excellent knowledge of general and state specific underwriting guidelines