President
CurrentEssential in growing the insurance group by nearly 10x, accelerating premiums, market share, and producer success, expanding service offerings, and driving growth in new markets. Began my career with the company as a commercial insurance producer, then moved into VP and President for the last several years, driving profitability and performance. Key strengths include:• SCALE-UP: Grew the agency by 20% since 2018, and nearly 10x from the original $16M in premiums and surety up to $125M in 2021, with personal responsibility for 65% of agency volume • TRAINING & MENTORING: Directing the hiring, training, and performance of 14 direct reports, including producers and commercial surety managers; building highly effective training and mentorship programs for the classroom and online learning, ensuring continued growth and advancement• RELATIONSHIP BUILDING: Driving relationship management for the bank (agency is bank-owned), strengthening engagement and retention with the bank’s key commercial customers • INDUSTRY LEADERSHIP: Since taking on the President role, have driven agency onto top industry lists, earning a place in the top 100 bank-owned insurance agencies in the country, the #1 bank-owned agency in Illinois, and the Top 30 insurers in the nation for best practices • MARKET EXPANSIONS: Driving agency into new target markets, achieving $2M in Ag premiums, and significant premiums in the hospitality industry • CLIENT SUCCESS & RETENTION: Developing improved client relations programs and outreach practices, ensuring world-class service and a 98% client retention rate• PROCESS IMPROVEMENTS: Expanded large client base in construction and manufacturing by assembling a Process Improvement Team (PIT) to enhance strategic approach, resulting in the addition of $17M in new business premiums and a much more cohesive approach to marketing to large clients
