Assistant Vice President Private Client Services
Current-Procure personal insurance portfolio placement through high-net-worth carrier marketing and onboard new clients to the agency-Formulate regional sales projection goals per appointed carriers using Excel and R for an annual increase in revenue of 10%-Conduct market analysis and report on industry trends for internal reports directed at C-levels and senior executives -Develop new individual business report spreadsheets and templates for the department, utilizing EPIC software. Compile data into various financial segments for strategic advancement-Compile audit report data for compliance and New York State Department of Insurance verification