Jeff Andry Email & Phone Number

Greensboro, North Carolina, United States

* Assist in the day to day operational management of personal lines* Development of key performance metrics and tracking of individual performance for accountability to meeting individual, team and organizational goals.* Assist in the 3-5 year planning process for personal lines written premium and gross commission revenue.* Assist in the enhancement of Best Practices document with yearly analysis and updates* Development of processes and procedures to assist in consistent and efficient execution of key workflows* Development of a QA Tracking Tool including on-going qualify reviews for individual performers* Training of new agents in the Smart Start program* Training of new staff for the personal underwriter role* Carrier relationships by attending regular meetings with key carrier partners* Development of reports to assist the organization with areas of performance such as Loss Analysis, MVR expenses, Follow-up Strategy, Manual Tracking, Scorecards* Assist agents in qualifying new quote opportunities through Smart Start or other Smart Choice programs.

Greensboro, North Carolina, United States

* Provide support to Smart Start agents in qualifying new business submissions* Assist agents with binding new business* Work with top tiered carriers in the insurance industry* Provide coverage recommendations to help agents provide additional value to their clients* Educate and support agents in areas such as how to work effectively within the Smart Start program

Raleigh, North Carolina, United States

* Manage and develop 18 Personal Lines Sales Agents in a centralized sales center environment.* Transition team to new processes to gain efficiencies in the quote to sales process.* Develop monthly report to assist agents in identifying areas of strength and improvement. Focus on referral, quote and sales activities and results.* Provide monthly and on-going coaching and feedback with individual sales agents.

Kokomo, Indiana, United States

Kokomo, Indiana

* Provide leadership to the sales and service call center, including OperationsManager, Project Management, and Quality Assurance.* Develop and implement annual center, team and individual performance goals toprovide levels of accountability in the following: sales, retention, customersurveys, call service and quality scores* Build and maintain relationships with key bank business partners includingMortgage, Branch, Mortgage Service, Commercial Banking to drive qualityreferrals for personal insurance. This included regular conference calls andin-person visits to conduct training on referral process and benefits of personalinsurance for bank customers* Build and maintain carrier partner relationships with on-going meetings to reviewperformance and identify opportunities to grow with our core partners* Execute Regions Insurance strategies that included aligning our personal insuranceoffices and producers under each carrier to maximize our overall production resultsand increase our profit-sharing and contingency opportunities* Assist with identifying new strategic carrier partnerships and execute the marketsecurity, contract, appointment and training plan

* Assumed responsibility of the insurance call center operations.* Developed performance metrics for individual accountability.* Transitioned the quality assurance pilot to official program.* Project team that helped transition from Applied to Sagitta management system.* Assisted in the execution of a new strategy to help facilitate the Regions Mortgagepartnership to drive a higher level of referrals.

Kokomo, In

Responsbile for managing the performance of 11 licensed agents within a call center operation for Regions Insurance. Other responsibilities include the development of procedures and workflows for current and future operational needs.

Noblesville, In

Generating a new client base for personal, commercial and life insurance products through the independent agency channel. The prospecting process included generating leads through multiple marketing channels and utilizing an educational approach to assist new clients on making a more informed decision in the insurance buying process.

* Responsible for reviewing, analyzing and writing new small to medium sized commercial business risks from approximately one hundred agents in an assigned territory to ensure policies meet company standards while complying with state regulations.* Ensure the assigned territory is profitable by screening and analyzing new risk opportunities.* Proactively re-evaluate existing accounts to increase retention.* Market company products and support new initiatives by keeping agents informed.* Process incoming new business, renewals, endorsements, etc. while managing and prioritizing phone and e-mail service inquiries.* Built, strengthened and maintained relationships with the independent agents and sales force to ensure that they continued to provide increased new business production while meeting quality business standards. * Comply with and exceed corporate quality standards.

* Responsible for managing 12-15 Customer Service Representatives, ensuring they meet company service measures in quality, adherence, efficiency and attendance.* Responsible for the continued development of employees in their current position and future advancement opportunities.* Involved with various additional projects on a volunteer and requested basis for the continued growth and development of the Contact Center.* Emergency Response Team Coordinator for the Contact Center, working with the Regional Safety Coordinator to ensure safety and evacuation procedures are presented to the entire staff.

* Responsible for the development, implementation and training of the Franchise Transfer of Business System.* Involved in the development of an internal database to accurately track essential elements of the franchise moves.* Worked directly with marketing, underwriting and agency force to coordinate and implement the transfer of personal lines insurance policies for agents to the company.* Traveled to agency offices to solidify and facilitate the transfer process.* Managed two service coordinators to ensure transition of business was processed according to schedule and with utmost accuracy.* Provided bi-weekly reporting to senior management, the status of current and potential franchise moves, for the tracking and forecasting of regional growth goals.

* Provided service within a call center environment for agency customers in regards to their insurance related needs.* Developed and coordinated the appropriate company and state mandated forms necessary for the day-to-day operations of the unit.* Assisted unit in exceeding the company’s daily quality service standards.

* Reviewed and analyzed new business, endorsements and loss reports to ensure personal lines policies meet company standards while complying with state regulations.* Built, strengthened and maintained relationships with the company’s best agents to ensure that they continued to provide increased new business production while meeting quality business standards.

* Hired, trained and developed new associates in the financial products marketed by the company.* Marketed a diverse line of financial products including: auto, home and life insurance, mutual funds and first/second mortgages.

* Reviewed and analyzed new business, endorsements and loss reports to ensure it met the quality business standards set by the company, while staying within state insurance regulations.* Built, strengthened and maintained relationships with the company’s best agents to ensure that they continued to provide increased new business production while meeting quality business standards.