- Manage multiple state territories to build relationships, lead expansion of new products and discounts, deliver product training, boost agent performance and encourage quote-plus-sell for commercial products- Achieve profitable growth of assigned territories, as demonstrated by current territory growth rate of $82 million in 3 years, and maintain expertise of region’s agency, customer and competitor demographic and economic landscape, as well as relevant market trends and related impacts, which resulted in a quarterly Best Practices award- Partner with various corporate business segments to identify strategic territory opportunities and create corresponding tactical plans, including developing and deploying new systems and processes, obtaining competitor information and exploring new business development- Monitor territory performance for alignment with corporate strategic plan and product line production goals, identify issues and enact change to ensure successful goal execution

- Sold to existing accounts, including cross-selling and upselling opportunities- Prepared and presented detailed insurance proposals for new and existing customers- Facilitated sales process, which included creating applications, binding coverage and submitting finalized required documentation to carriers- Provided customer service with expert knowledge of products, from initial inquiry through application completion- Headed-up agency satellite office located off-site and acted as liaison with agency headquarters

- Partnered with independent agencies, developed strategic relationships and helped create, build and further their book of business- Influenced agencies to market carrier products and helped leverage marketing strategies and account planning to meet agency and company objectives- Collected and analyzed competitor information, developing and implementing action plans within territory to capitalize on opportunities- Managed on-boarding process of new appointments, which included conducting training, teaching systems/products and pursuing cross-sell opportunities- Served as primary communication liaison amongst service center, agents, underwriters, claims and management team

- Developed strategies to attain budget goals and reduce operating expenses- Supervised and handled litigation proceedings and all claims exceeding $100,000- Created process efficiencies resulting in significant decrease in employee workload and measurable enhancement in team productivity and morale- Responded to internal and external risk management and customer issues, applying skills to neutralize potentially damaging situations and improve satisfaction levels- Supervised 11 employees and conducted performance reviews and quarterly claims audits