Denise Sim Email & Phone Number

Springfield, Mo

Greater San Diego Area

As Director of Operations, my main goal is to create an environment that allows each Account Manager, Producer, and other staff member to do their best work every day. By partnering with the best insurance companies, my staff and producers are able to deliver creative & affordable solutions to their clients to minimize the potential for loss. Technology also plays a key role in being responsive to our clients and with AMS360 Agency Platform, we are mobile, paperless, and always on the… Show more As Director of Operations, my main goal is to create an environment that allows each Account Manager, Producer, and other staff member to do their best work every day. By partnering with the best insurance companies, my staff and producers are able to deliver creative & affordable solutions to their clients to minimize the potential for loss. Technology also plays a key role in being responsive to our clients and with AMS360 Agency Platform, we are mobile, paperless, and always on the cutting edge of what's next in agency management systems. Giving back to the community and creating a culture of individuals who are allowed to play to their strengths are just two of the many reasons why I enjoy showing up for work each day! Show less

Greater San Diego Area

Leadership accountability for delivering new business/top line growth AND managing bottom line underwriting profit in the high-net worth/private client business segment at Chubb (formerly ACE Group of Insurance Companies). Directly responsible for driving performance of underwriting teams, collaborating with sales teams, and managing insurance agency relationships.

Phoenix, San Diego, San Bernardino, San Marcos

In my role at Alliant, I was responsible for overseeing all aspects of the Employee Benefit operations for San Diego, Inland Empire, Small Biz in San Bernardino, and Phoenix locations. I managed the Account Managers, Account Executives, Coordinators and Analysts roles. The West Territory of Alliant exceeded revenue goals, expense targets and EBITA growth over the last 3 years I've been part of this organization.

In my role as Sr. Field UW Director at Fireman's Fund, I was responsible for managing all facets of underwriting, pricing, and retention of a $149M book of High-Net Worth business in the Northern CA territory. Directly reporting to me were 11 Territory Underwriting Professionals who worked both in the field and in-office to achieve sales and underwriting goals. In addition, I had 5 Territory Sales Executives who work with me to drive the sales process with our agency partners. My… Show more In my role as Sr. Field UW Director at Fireman's Fund, I was responsible for managing all facets of underwriting, pricing, and retention of a $149M book of High-Net Worth business in the Northern CA territory. Directly reporting to me were 11 Territory Underwriting Professionals who worked both in the field and in-office to achieve sales and underwriting goals. In addition, I had 5 Territory Sales Executives who work with me to drive the sales process with our agency partners. My responsibilities in this role included annual budgeting sessions and monthly reconciliation of budgets.Directly involved in top-line & bottom line planning and year-end forecasting. Other areas of focus in this role included:Collaborated with product management on product enhancements including delivery dates and communication plans, strategic management of agency relationships, achieving cross-sell goals, and regulatory adherence. Skilled in all aspects of performance management, expense management, along with direct involvement in rate filings for the state and underwriting quality adherence.Represented UW when working with catastrophe management team for responsible allocation of CAT capacity and negotiating of pricing resulting in reduction of cat-exposed business. Monitored hit ratios through pipeline calls with sales bi-weekly. Engaged with key decision makers to close high-net worth ($25K+) and Affluent ($5-25K) accounts. Traveled within territory focused on new business flow, field-underwriting & qualifying accounts, worked with agents to creatively underwrite and negotiate pricing on target accounts, presented to decision-makers, agency communication, product changes, business planning, and accountability meetings. Show less

Systematically targeted 3 classes of businesses using focused sales & marketing efforts to build a book of business within agency. Targeted classes: printers, real estate, and plastics manufacturers resulting in $125K in revenue within the first 12 months. Performed role of Agency Marketing Liaison with Golden Eagle, Safeco, Hartford, resulting in 11% increase in contingency pay-outs for these carriers in 2005.This sales position included the following… Show more Systematically targeted 3 classes of businesses using focused sales & marketing efforts to build a book of business within agency. Targeted classes: printers, real estate, and plastics manufacturers resulting in $125K in revenue within the first 12 months. Performed role of Agency Marketing Liaison with Golden Eagle, Safeco, Hartford, resulting in 11% increase in contingency pay-outs for these carriers in 2005.This sales position included the following skills:-Cold-calling -Proficiency in salesforce.com software to manage process-Collaborate and provide detail to carriers for best outcome to win business the first time -Negotiating with prospects to earn business-Overcoming objections-Effective execution of the risk management process-Loss control-Effective communication with key-decision makers -Presentation skills -Collaboration with in-house service team and company underwriters-Vigilant about follow-up and follow-through-Detailed tracking of commision-based position-Well-organized and on-time for all meetings-Adaptable to changing priorities -Not afraid of rejection -Results driven Show less

Managed field sales teams in multiple offices to exceed production goals in all insurance product lines. Coached service teams to exceed customer satisfaction and performance metrics requirements. Other accomplishments included:Increased the number of external career events by 21% to attract talented sales professionals Recruited talent @ 3 college campuses for trainee positions and worked with college recruiters to develop recruiting progam for AAA, The Auto… Show more Managed field sales teams in multiple offices to exceed production goals in all insurance product lines. Coached service teams to exceed customer satisfaction and performance metrics requirements. Other accomplishments included:Increased the number of external career events by 21% to attract talented sales professionals Recruited talent @ 3 college campuses for trainee positions and worked with college recruiters to develop recruiting progam for AAA, The Auto ClubProspected for and increased the number of outside events by 21% to generate membership sales and insurance leads Scripted language and approaches for sales teams to utilize in cold-calling and membership drive events Contributed to 10 annual sales recognition events by previewing venues, creating sales awards and recognition materialPresented in front of large groups at 6 annual recognition events Accomplished speaking skills as a result of mandatory leadership meetings to board of directors Identified key personnel for advancement, and mentored staff to elevate overall performanceResponsible for implementing and adhering to corporate underwriting guidelines for all my sales teams. Established and led weekly sales meetings to enhance communication & recognize exceptional performanceConsistently achieved acceptable Customer/Member Satisfaction Scores Solidified renewal retention to 94.7% in territoryRestored combined ratio to 92.3% in territory---3 year average Achieved all monthly production and budgetary targets. Achieved "Exceptional" Rating Integrity of 98.5% for territory Show less

Greater San Diego Area

Cic Designation, Certified Insurance Counselor

Activities and Societies: National Society of Insurance Counselors, National Society of Certified Risk Managers, Independent Insurance.

Business Administration, Management And Operations

Crm Designation, Certified Risk Manager

Aai Designation, Accredited Advisor In Insurance

Activities and Societies: PIA, Professional Insurance Agents Association

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