Jerry Wexler, Cic Email & Phone Number

San Antonio, Texas Metropolitan Area

Texas, United States

• Managed the new multi-state agency team of 200+ agents in soliciting quotes for Commercial Auto Liability, Motor Truck Cargo, Physical Damage, General Liability, and Cyber Liability business, ensuring the development of both new and existing accounts, growing an increasingly profitable book.

Texas

• Directed the sales, marketing, and business development for a multi-state MGA/Wholesale Broker writing E&S Personal Lines, including High Value, Coastal, and Hard to Place Homeowners, Condo, Umbrella, Inland Marine, Small Commercial, and Boat policies, working directly with 2K+ Retail Agent to grow revenue by 71% over 5 years.• Responsible for leading sales and service strategy development, strategic planning, marketing and advertising, product and program management, producer / agent / broker / retailer development, expense ratio management, data analytics, and brand presence.• Helped to deepen customer relations across direct and partnership distribution channels, retailer and carrier side, of wholesale operations.• Developed, planned, and executed automated marketing campaigns, including mass email campaigns to thousands of retail contacts detailing underwriting appetite and capacity and coordinating responses to marketing initiatives.• Cultivated new relationships and increased business with existing agents addressing existing carrier/broker/agent issues left unresolved by previous brokers and carriers.• Promoted brokerage and qualified new agencies at conventions, through referrals and targeted advertising, and created marketing and underwriting materials for print, email, and website distribution.• Developed new methods and procedures for utilizing client contact software and sales reporting and worked closely with IT support to develop and execute system changes and agent technology issues.

Boerne, Tx

• Manage and direct all aspects of the insurance business, including daily operations, client relations, business development, sales, and marketing to generate and grow sales of Commercial P&C, Personal home and auto, Individual and group health insurance policies throughout Texas growing new business from $0 to $250K.• Coordinated customer service efforts with a staff of three representatives and dealt directly with clients to personally address their needs and concerns on the broker level, i.e., intricate claims issues, intricate appeals, and carrier approval of provider services and medications. • Established and managed strategic business and personal relationships, maintaining direct contact and relations with insurance carriers, resulting in consecutive company growth. • Analyzed individual and company needs, effectively educating/advising decision-makers, successfully quoted, placed, and managed group health benefits for several small business groups ranging in size from 10 to 75 members.• Met with existing clients, reaffirming business relationships and assuring continued sales, reviewed existing policies, and made appropriate insurance recommendations.

• Worked with several carriers to implement coverage solutions for a farm and ranch that included an event center, lodging facilities, and hunting exposure sustaining minimal losses for several years while generating $20K in premiums annually• Maintained a 90%+ retention level for the existing client base through effective communication, insurance coverage solutions, and excellent claims satisfaction of client accounts.

Boerne, Tx

• Managed independent broker agency providing permanent and term life insurance, individual and group health and disability insurance, and Medicare Supplements and Medicare Advantage products.• Responsible for Agency marketing, prospecting new business, lead development, contacting customers, presentation, and closing business.• Cultivated lasting relationships with clients for health, estate, and business planning needs.• Accountable for research and field underwriting working with retired and disabled clients to find the best healthcare plans and policies given their individual needs and health conditions. • Limited unnecessary amounts of business in the underwriting departments of insurance companies.

• Contracted with Senior Health Advocates in 2009 to expand product options for current clients to include Medicare Supplements and Medicare Advantage Products

Education record

Education record

Certified Insurance Counselor

Education record

Education record