Senior leadership role responsible for building and developing a high-performing sales team of operations-focused individuals to drive new clients to align their operations approach with their near/long-term business strategies.

Leadership role that helps organizations align operations to business strategy, so that our clients are better able to achieve their objectives both now and in the future. Our unique productivity platform contributes to operational excellence while providing our clients the capacity and resources to deliver outstanding service and proactively plan and work towards future goals.

Leadership role directly responsible for attracting opportunities, new technology and launching new insurance solutions. Maintaining pipeline of Carriers, VCs, Program Administrators, Agencies, Insurtech. Designing solutions & implementation plans to bring new insurance products and programs to market more quickly and profitably. Responsible for overall accountability to shareholders.

Leadership role directly responsible for sourcing & implementing new revenue, productivity & innovative opportunities. Charged to think outside the boundaries of traditional insurance business practices. Initiatives vary from the build-out and implementation of new technology to strategic business & organizational planning & analysis. Lead role in designing, building and implementing a no-touch, Salesforce-based platform for Real Estate Appraiser E&O insurance. Responsible for agency-wide increase in productivity, efficiency and bottom-line results.

Leadership role directly responsible for providing strategic leadership for the company by working with shareholders to establish long-range goals, strategies, plans, policies and procedures. Oversees P&L and properly allocates resources across all departments. Ensures departments meet both business and organizational goals. Responsible for overall accountability to shareholders.

Leadership role directly responsible for retail production through the Boat Dealer referral program. Responsible to analyze all aspects of the marketplace, develop & implement strategic business and organizational plans. Manage the day-to-day operational aspects of the business unit. As a result, prioritized new geographical areas, re-aligned the organization with the volume in the US, right-sized head count, and delivered back 2 years of increased revenue.

Original leadership role directly responsible for retail and wholesale production. Achieve growth objectives in revenue and margin through ongoing professional development of the sales team, sales tools, strategic planning, go-to-market infrastructure, sales training, and the recruiting & selection process.

Leadership role directly responsible for restructuring business tools & operations along with sales and marketing. Led the team managed by the President to implement the use of cutting-edge technology along with proprietary sales tools, business processes and client and management reporting. Increased productivity and top-line sales to achieve the Board of Directors’ goals.

Leadership role driving the overall effectiveness of US Sales to yield greater revenue. Lead productivity initiatives, drive changes to sales motion to strategically align with business priorities and market dynamics, develop & deliver on the US RLS communication plan, create & publish sales communications on behalf of the SVP US Sales to the entire organization.

Leadership role in sales enablement and sales productivity initiatives to drive and/or impact revenue and profitability goals within the USLM sales organization, focused on Corporate and Litigation. Develop and implement strategic plans on 4 major solution lines, proactively uncover areas of opportunity and provide insight from sales to the rest of the business to improve productivity and sales results.

Lead team of territory sales managers responsible for selling and executing category management solutions. Driven to increase market share and volume goals in a ~$60M business through new product distribution, promotions, and merchandising programs. Lead Key Account customers (~$40M) to exceed their annual volume /profitability goals. Develop/implement annual geo-specific game plan. Recruit and select highest-quality talent - Indiana University, Ohio State University and local sources.