Julie Rathbun Email & Phone Number

California, United States

Milwaukee, Wisconsin, United States

Leading P&L business strategy through strategic partnerships

De Pere, Wisconsin, United States

Created P&L business case strategies and made recommendations to increase new business revenue, reduce expenses, improve product performance, create operational efficiencies and enhance digital and customer experiences to meet company objectives. Led product, system, digital and operational improvements that increased revenue and reduced losses and FTE expenses. Forecasted long-range results by leveraging data analysis that projected financial performance due to Product, competitor and market conditions. End to end project management business owner to ensure prioritization, timely execution and collaboration across internal stakeholders. Led and onboarded new partnership launches and guided in house Agency with Carrier appointments, commission negotiation and vendor management to increase revenue.

Webster, Massachusetts, United States

Created and led a new strategic partnership division by building a pipeline of new markets and verticals to increase sales revenue, market share and brand awareness. Presented ROI proposals to C-level executives to become strategic partners by creating value propositions to expand their portfolio of products, differentiate themselves from their competitors and generate a perpetual income flow. Generated new sales revenue streams by expanding partnerships to include 4 new distribution partners. Created 3 mutually beneficial distribution models, contract agreements & compensation packages that increased partnership revenue.Created budgets, forecasted results and reported on KPIs. Led sales team and collaborated with Cross-functional Leaders.

Webster, Massachusetts, United States

Led multi state product strategy for preferred and non-standard auto and home products by utilizing quantitative and qualitative company, market & competitor analysis to create profitable and competitive pricing, adequate segmentation, broad eligibility, growth and retention. Prioritized technical enhancements to reduce expenses and provide ease of use to Employees, Brokers and customers. Negotiated 3rd party vendor contracts that improved quality of data, optimized pricing end ensured delivery requirements.

Webster, Massachusetts, United States

Developed and executed sales, agency and product plans for profitable personal, commercial and specialty lines new business growth for 10 states and 13 insurance products; representing $324M in premium. Created sales plans and budgets, forecasted results and measured KPIs to ensure profitable business goals were met. Motivated and coached 9 Sales Managers to achieve sales goals through existing and new account growth and retention. Coordinated with Heads of Product, Actuarial, Underwriting, IT, Claims, Licensing and Legal to ensure competitive and quality products and exceptional end user customer experience.

Webster, Massachusetts, United States

Developed scalable new business growth plans for Agencies, Brokerages, National Accounts, MGAs and Clusters. Created win-win relationships by providing product, website, comp rater, marketing, retention and profit sharing solutions.

Pleasanton, California, United States

Managed internal and external marketing programs to promote Corporate and Agency branding. Recruited, contracted and trained Agents on auto, home, umbrella, life products, sales, systems, marketing and retention.

Pleasanton, California, United States

Performed financial, operational and compliance reviews of internal departments and Agencies. Improved departmental efficiencies by identifying and solutioning for procedural gaps.

Pleasanton, California, United States

Analyzed personal lines risks to grow and maintain profitable lines of business. Trained Agencies on profitable risks, coverages & rating trends.

Pleasanton, California, United States

Sold, serviced and cross-sold personal lines products to 2,000 households. Led marketing campaigns to prospect and retain clients.