• Manage the branch book of business to achieve growth and profitability targets. • Implement and manage branch objectives with respect to commission revenue, policy count, Accounts Receivables, quality of the book of business and expenses. • Manage branch expenses within budget allocation. • Manage or participate in audits of files to manage E&O exposure• Direct resources to ensure efficient and effective operation of the branch. • Determine, establish and oversee key measures to monitor efforts, identify opportunities for improvements and enhance key business or operations processes. • Responsible for marketing initiatives to achieve business objectives. • Establish productive relationships with insurance company partners and monitor performance to ensure ongoing quality and profitability. • Responsible for facilities management.• Accountable for the overall staffing and leadership of the team, motivating staff to participate in company objectives and successfully communicating changes or new directions. • Develops succession planning for all key positions and actively manages and develops talent within the team.

New Business Development Mid-Market Commercial Insurance.

Business Development group insurance.Develop sales and marketing strategies for effective segmentation.

• Governed the strategic operations for an insurance company in the areas of finance, marketing, sales, human resources and all training to ensure efficiency. • Built excellent client relationships for insurance products and services resulting in exceeding annual financial targets and profitability. • Planned and coordinated fund-raising events for local charities to increase company’s profile and build brand awareness. • Streamlined budgets and lowered wage costs to increase profitability. • Interviewed, recruited and mentored successful sales teams. • Developed and delivered core training for staff by researching, planning and organizing appropriate curriculum to exceed industry standards of knowledge and competency. • Conducted monthly sales meetings to reinforce agency goals and initiatives. • Performed annual staff reviews with sales and administrative personnel to uncover skills gaps and determine training needs. • Developed and implemented strategic sales and operational initiatives.