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 consultative advice to insurance carriers undergoing digital transformations and partners with the Sales, Product, and Engineering teams to ensure the firm is continuously improving its value to its customers.

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 a member of the executive leadership team and was a member of the deal team that sold Goji to Seeman Holtz Property & Casualty. Upon the sale to Seeman Holtz Property & Casualty, I assumed responsibility for SHPC's national operations. In this role, I worked with regional leaders to plan and implement initiatives to meet organizational goals, and personally oversaw the post-close integration of several acquisitions that were particularly complicated.

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 increase Insureon's industry leading productivity.

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 initiatives in addition to the general insurance operations.

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 to May 2015, I also led Insureon’s sales operations. Over the course of my tenure the book grew by more than 3,200%.

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 companies in America according to the Inc 5000 report-- #107 in 2014, and #259 in 2015.

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 leverage relational databases, Tableau, Microsoft SQL Server, Excel, and PowerPoint on a daily basis.

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 foundation of finding win-win situations, I grew New Business production in my book by over 20%, I obtained approximately 6 percentage points of rate, and I maintained a retention ratio over 80%.