Cliff Murch Email & Phone Number

Portland, Maine Metropolitan Area

• Providing B2B business intelligence solutions to support sales enablement, profitable revenue growth, territory management, industry benchmarking, and prospecting capabilities to the group insurance and retirement industry.• Offering a wide range of consulting services from evaluation of current needs and existing processes/capabilities to the development and delivery of turnkey specific business intelligence through the integration of internal and external B2B data.• Specific areas of focus within both group insurance/retirement carriers and brokerage/advisory firms include the Distribution, Account Management, Business Intelligence, Underwriting, and Marketing organizations.• Some examples of consulting support offered include, but are not limited to, broker and customer profiling; customized territory management; broker and B2B segmentation; targeted prospecting by industry/size segment/region; group insurance and retirement industry benchmarking; sizing of local and national markets; identification of competitor market presence; development of specific marketing strategies.

Portland, Maine Area

- Develop and deliver advanced, industry-leading B2B and broker intelligence capabilities leveraging internal and external metrics and data sources - Leverage technical and business acumen to build comprehensive 360 degree view for over 40 million employers and over 1 million brokers/producers/advisors - Other deliverables include territory management, broker segmentation and profiling, customer sales enablement, prospect targeting, and industry peer analysis & benchmarking- Develop and identify cross-sell opportunities across products/businesses (Retirement/Group Life & Disability/Wealth Management) and channels/partners (Brokers/Advisors/Consultants) to further overall financial wellness capabilities and offerings

Portland, Me

- Managed the development and deployment of competitor, broker, and customer business intelligence capabilities through data warehouse and BI delivery tools - Partnered with over 300 individually selected brokerage firms across the country to provide targeted prospecting lists and customized market intelligence- Leveraged global business intelligence to partner with the Unum UK sales and broker channel operations to identify multinational opportunities- Held numerous financial and management positions spanning multiple functional and product areas - Leveraged tools such as SQL, Teradata, Qlikview and other BI and data warehouse platforms

Portland, Maine Metropolitan Area

- CFO of the Unum Broker/Dealer subsidiary - Unum Sales Corporation- Financial & Operations Principal- Retirement financial, analytical, and technical acumen - Translated the financial reporting and accounting from the traditional statutory view to the new FAS 97 standard- Prepared and signed off on annual separate account reporting

Master'S Degree, Accounting And Business/Management

Bs Business, Accounting

Diploma, Biblical Studies

High School, Valedictorian