Insurance Wholesale & Aggregator - Commercial Lines

Version 2.0Full Service Independent AgencyPersonal Lines Property & Casualty, Life & HealthCommercial Lines Property & Casualty, Life & Health

Lead day to day operations of the sales and marketing departments responsible for an agency plant of 17,000 agents across 11,000 agencies across 9 states.GWP increase of $40MM (25%) in personal lines in the first 14 months.GWP increase of $5.9MM (185%) in commercial lines in the first 14 months.

Day / Swing trade index futures such as ES, NQ, EMD, RTY. Self-educated on technical trading strategy and reading charts.Technical strategies deployed include RSI, Stochastics, SMA, Fibonacci Retracement, MACD.

Marketed Pay-Per-Mile Auto Product to independent agencies in IL.

Modernized technology through SaaS applications to allow the sales force to work efficiently. Applications were adopted across other subsidiaries of the parent company.Oversaw operations for 6 agency locations in IL and a staff of 12. Most premium written in a single month in 12-year agency history under my leadership.

Largest Agency for Nephila’s Velocity Underwriters homeowner product in the state of Florida in 2017 with only 3 months of sales. Doubled sales each month from launch in Florida.Identified, Recruited, trained and mentored multiple classes of personal lines property & casualty agents.Wrote 500+ homeowner policies a month in the 4th Quarter 2017.

3rd Ranked American Strategic Insurance agency in Illinois in 2013 which led to Contingency in 1st year of business.Number 3 Ranked Progressive agency in Illinois for 2013 and 2014.Ranked in the Top 10 Encompass Agents in the state of Illinois in the first year of opening.Obtained over 10 direct appointments from carriers in 1st year of a scratch agency startup.Outsourced marketing to save over 160 hours per month, resulting in cost reduction of $30,000annually.

Owns and operates Allstate insurance agencies across 5 states focusing on personal lines insurance. Recruited to join as a Partner after founding and running successful Allstate agency. Directed openings of 2 agencies including lease negotiations, office equipment procurement, and small office network establishment. Prepared and implemented direct marketing campaign initiatives. Managed IT and accounting operations. Formed and maintained customer relationships. Hired Agency Managers and supervised 15 direct reports. * Surpassed production quotas by nearly 500% and selected to attend Chairman’s Conference for ranking in the top 5% nationally out of 15K agents. * Ranked in the top 10 Property and Casualty agencies out of 1200 agents across Midwest.* Reduced marketing expenses by nearly 40% after introducing bulk rate mailing leading to hiring of additional staff and increasing marketing campaign.* Attained among the highest retention rates for new agencies in the Midwest. * Slashed operating expenses through office space relocations and use of VoIP.

Earned independent contract due to results as Agency Manager. Created and implemented strategic business plans aligned with established monthly sales objectives. Consulted with insurance agencies and brokers. Trained and managed staff.* Received President’s Conference honor for exceeding quotas and ranking among the top 10% nationwide out of 15K agents. * Saved 40% by utilizing bulk rate mailing. * Introduced capital equipment to automate production of mailers and enhance employee productivity.

Responsible for daily operations of agency. Achieved Honor Ring status for ranking in the top 25% out of 15K agents nationally. Attained #1 Auto sales in market.

Supports insurance agents in creation and execution of marketing initiatives with automated software. Directed daily operations and managed staff of 12. Procured data vendors to support nationwide rollout. Developed and trained sales team. Established and sustained client relationships. Reviewed strategies to analyze customer satisfaction and retention levels. Maintained responsibility for marketing product to agents. Negotiated successful sale to investors. * Secured $1M in sales and penetrated 45 states in less than 1 year. * Negotiated data rates with vendors resulting in cost reduction of 50%. * Introduced 3 supplemental products to marketplace leading to enhanced sales and retention rates.* Developed software to automate all marketing strategies.

Sell Voice and Data solutions to small companies in the Chicagoland area.

Sell Capital Equipment to businesses in the western suburbs of Chicago.

Created curriculum and delivered daily lectures to undergraduate students on anatomical and physiological adaptations of the human body.