Jordon Heap, Mba, Cpcu Email & Phone Number

Boise, Idaho, United States

Oversee the execution of department wide strategic initiatives that are heavily dependent on technical solutions including leading projects, reporting progress, and facilitating stakeholders relationships. Manage, evaluate, and coordinate the work of team members to meet the operational goals and objectives, while collaborating with Policyholder Services managers to interpret their teams’ strategic initiatives to ensure full implementation of current, new, and modified products.

• Led underwriting to two consecutive years of underwriting profit, despite headwinds of double digit rate decreases and underwriting losses in previous years. • Oversaw the daily operations for underwriting a $200M+ Workers’ Compensation book of business including risk analysis, pricing, maintenance, and customer service. • Defined and established risk criteria and procedures in order to comply with regulatory requirements and to achieve strategic business goals. • Supplied underwriting authority levels, coaching/mentorship, training materials, and support to underwriting supervisors and their teams. • Collaborated with senior executives and the Chief Actuary to identify areas of opportunity and to appropriately identify market risks.• Provided additional insurance agency partner support through discussion and analysis of large and critical business accounts.

Boise, Idaho

• Created, led, and managed a business development unit through a strategy that provided a clear vision for Business Development staff and agent partners. • Developed and maintained a risk tolerance strategy for agents and key stakeholders that supports SIF’s underwriting policy and financial objectives.• Facilitated business growth and retention by measuring agency partner performance through the use of metric benchmarks, review processes, and action plans that address areas of opportunity for growth, retention, and profitability.• Championed digital transformation by identifying market trends, providing business strategy, and leading implementation of digital solutions such as a Salesforce based quoting platform.• Participated and actively led initiatives within the data governance committee that span multi-departmental data opportunities and challenges.• Directed field activity-based initiatives while providing guidance and support to field staff and participating in significant revenue level negotiations and field underwriting for qualified opportunities.• Developed, implemented, and maintained a field sales strategy that assessed agency partner offerings/limitations and communicated organizational goals and objectives to agent partners. • Developed dashboards and reports via Tableau and other analytics tools to meet key business unit objectives.

Afton, Wyoming

• Collaborated with department directors to identify points of differentiation within the market, created pinpointed marketing strategies, and reviewed areas of opportunity regarding marketing and operations. • Directed the development of external collateral that was utilized in traditional, experiential, and digital campaigns for 20+ clinical locations.• Launched an organizational re-brand and managed the corporate identity through reputation management and community partnerships.• Measured and forecasted the effectiveness of multiple marketing channels such as paid search, social media, traditional advertising, and other marketing mediums through the use of various reports. • Managed and tracked marketing and advertising expenditures to adequately accomplish marketing objectives and fiduciary goals, while staying within budget.• Communicated marketing results and key brand measurements to senior leadership and the board of trustees on a regular basis.• Lead, negotiated, and monitored all marketing contracts, including but not limited to, website developers, advertising agencies, and media outlets.• Formulated, directed, and coordinated marketing policies and protocols to maintain marketing guidelines and to ensure consistent and appropriate communication of the brand.• Participated in cross-departmental committees that focused on operational efficiency, patient satisfaction, and organizational development.

Meridian, Idaho

• Researched, developed, and executed new operational strategies in conjunction with the executive leadership team in order to promote growth and development opportunities.• Developed a method to measure agency partner performance and implemented corresponding marketing/sales strategies that supported partner advocacy and increased the perceived value of the products and services offered.• Assisted the IT team in creating and validating reports through the use of Tableau and SQL Server.• Assisted in the management and appointment of agency partners through performing financial evaluations, completing office visits, and participating in partner reviews.• Analyzed monthly production numbers from a variety of reports and translated findings into trackable goals and marketing strategies.• Generated, maintained, and executed annual communication and marketing plans that aligned with business objectives and goals and that were incorporated into the organization’s annual operating plan.• Managed, reviewed, and recommended marketing and communication budgets related to company-wide marketing and communication efforts.• Established branding guidelines and provided brand training and education to staff in order to ensure appropriate adherence to the overall brand identity, promise, and personality .• Monitored insurance industry content, news, and topics as well as current marketing trends in order to stay up-to-date with industry developments and new marketing techniques.

• Interacted with both internal and external executives, as well as guest speakers, to coordinate and host a variety of meetings, presentations, and open-houses.• Reviewed and analyzed program spending and assisted in identifying cost savings opportunities through recognition of trends.• Created financial reports based on executive management’s needs and revised the documentation format according to varying business purposes.• Developed a method for tracking the Executive MBA and the Executive Education expenses through an aggregate of information from multiple software platforms.• Performed periodic audits and regulatory compliance reviews regarding program spending to ensure accuracy of information and alignment with organizational policy.• Collaborated with the executive management team and other University departments for financial payments, reimbursements, and deposits via interpersonal communication, Microsoft Office, and Oracle PeopleSoft software.• Reconciled departmental accounts, reviewed expenditures, created expense reports, and filed supporting documentation.• Created invoices and ensured proper and timely submission of billing information to Executive Education clients and Executive MBA students.• Assisted executive management in the creation, review, and completion of internal and external vendor contracts regarding marketing, value chain, and financial facets.

St. Johns, Nb

• Collected and analyzed sales information regarding an unclear market segment in order to identify market share and profitability• Proposed specific and actionable sales and marketing strategies to increase market segment profitability based on quantitative and qualitative data • Designed and created new point of sale materials that were tailored to the target market, highlighted product features, and effectively communicated benefit offerings to consumers • Aggregated product specification information and produced a product matrix for use by the internal sales force, external distributors, and consumers • Presented and explained marketing and sales recommendations to company executives and sales managers

Master Of Business Administration (M.B.A.)

Bachelor'S Degree