Kyle Hoffman Email & Phone Number

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Schaumburg, IL, US

Led a team of Customer Success Managers and Quality Control Analysts overseeing all implementations, account management, and the help desk for an enterprise AI insurtech that provides text extraction, application prefill, and data discovery solutions to insurers that are digitizing their underwriting processes. The Customer Success team provides.

Boston, MA, US

Managed carrier relations, account management, and service delivery for Goji, one of the largest personal lines focused agencies in the US. I restructured the team to reduce costs while maintaining service levels, and obtained special compensation plans from several carriers that provided significant incremental revenue for the agency. Additionally, I was.

Chicago, Illinois, US

Led account management and service delivery for Insureon's retail distribution channel. During this time I crafted and executed a strategic plan to drive improvement in retention, customer loyalty and satisfaction, and employee productivity. These efforts generated immediate improvement in retention rates, and provided a multi-year road map to further.

New York, US

Led sales, broking, account management and service, carrier relations, compliance, and recruiting for an Insurtech start-up focused on helping small business owners understand, manage, and buy business insurance, all online. As the insurance domain expert for the organization, I played a large role in business development, marketing, and technology.

Chicago, Illinois, US

Collaborated in the development of Insureon's B2B distribution channel and led engagements that provided outsourced sales and servicing of Small Commercial business for a top US insurer, two of the three largest insurance brokerages in the world, the third largest bank in the United States, and a leading small business software company. From February 2014.

Chicago, Illinois, US

Directed Insureon's Retail desk, personally producing more than $500,000 of business while coaching the other sales team members in Chicago on selling, insurance, and desk management. I also documented and refined the sales process; by using Lean techniques and adding more frequent customer contact, I helped Insureon to become one of the fastest growing.

Northbrook, IL, US

Research and detailed quantitative analysis of product, pricing, risk management, and competitive intelligence datasets to determine underwriting appetite, optimize prices, and ultimately ensure profitable growth. Results are communicated internally to senior management to assist in decision making, and externally to agents through presentations. I.

Boston, MA, US

Analyzed commercial multi-line business for acceptability based on risk characteristics, loss experience, and underwriting guidelines. Determined prices using actuarial formulae and local market conditions to ensure profitable growth and worked with Marketing and Loss Control teams to address agency and line of business issues as they arose. Based on a.