Provide consultative services related to commercial property-casualty insurance. Responsibilities include insurance placement, coordinating safety, risk management and client services for mid to large commercial enterprises. Primary focus is on the Transportation Industry including Trucking, Truck & Auto Dealership, Rental/Leasing and related industries. Other client industries served include Warehousing, Distribution, Manufacturing and Real Estate companies.

Primary duties were to provide consultative services related to commercial insurance placement and risk management to businesses with a primary focus on the Transportation Industry. Client emphasis on Trucking, Truck & Auto Dealership, Rental/Leasing and related industries. Responsible for new business development and existing client service. Other clients included Tech, Real Estate and manufacturing risks.Significant Accomplishments included the development of M3’s Transportation… Show more Primary duties were to provide consultative services related to commercial insurance placement and risk management to businesses with a primary focus on the Transportation Industry. Client emphasis on Trucking, Truck & Auto Dealership, Rental/Leasing and related industries. Responsible for new business development and existing client service. Other clients included Tech, Real Estate and manufacturing risks.Significant Accomplishments included the development of M3’s Transportation Practice Group, serving as Practice Group Leader and contributing significant increase in the Trucking and Truck/Auto Dealership client growth. Leadership responsibilities included: Serving as a resource for Account Executives in account retention and prospect conversion, communicating niche related trends, identify and coordinate seminars and workshops, develop marketing and sales strategy, development and management of department budget and sales targets, key association involvement, serve as point person for Insurance Carriers and Centers of Influence, assist VP of Operations with Carrier appointments.Other responsibilities included representing M3 with industry trade groups such as the Wisconsin Motor Carrier’s Association and Wisconsin Car Rental Alliance.Achievements also included Company sales reward trips. Show less

Provide consultative services related to insurance placement and risk management to businesses within the Property Casualty Insurance industry. Primary responsibility was for business development throughout Wisconsin and the upper Midwest. Primarily focusing on new business development. Client industries included Transportation, Manufacturing, Agribusiness and Public Entities. Responsibilities included representing Aon in various civic and trade groups.

Manager. Starting in 1990 I opened one of the first sales offices for Empire Fire & Marine (EFM). Thru a direct writer sales team EFM sold Property Casualty products to the Auto Rental, Independent Auto Dealer, RV Dealer, Commercial Machinery Dealer niches throughout the US. Products included Commercial Auto, Garage, Umbrella, Property and other related products. EFM also included claims and subrogation services to clients in the car rental industry. Responsibilities… Show more Manager. Starting in 1990 I opened one of the first sales offices for Empire Fire & Marine (EFM). Thru a direct writer sales team EFM sold Property Casualty products to the Auto Rental, Independent Auto Dealer, RV Dealer, Commercial Machinery Dealer niches throughout the US. Products included Commercial Auto, Garage, Umbrella, Property and other related products. EFM also included claims and subrogation services to clients in the car rental industry. Responsibilities included new products development and roll out for our target markets, creating and revising strategies for improving sales and profitability. Responsibilities included the development of sales territories throughout the Central Time Zone, mentoring sales representatives, assisting in sales to large target clients. Also responsible for hiring, training, budgeting, planning and achieving sales goals training. Other responsibilities included goal planning, participation in strategic planning and annual budgeting. -Opened the Midwest Sales Office in Madison, WI-Opened the Midwest Regional Sales Office in Madison, WI -Opened the Southwest US Sales office in Scottsdale, ArizonaRepresented Zurich with trade groups to include Wisconsin Auto & Truck Dealers Association, Wisconsin Car Rental Association, Hertz Rent a Car Franchise Advisory Group, National Car Rental Franchise Advisory Group, Illinois Independent Auto Dealers Association, Northland Independent Auto Dealers Association, Iowa Independent Auto Dealers Association. On the board of directors for ACTIF a national trade organization for car and truck rental companies. Additional Achievements included 3 times Presidents Council and 4 times most profitable agent.Pioneered the transition of part of our direct sales force to become agency oriented where demographics and profitability dictated. Show less