Nancy Terrill Email & Phone Number

California, United States

Santa Ana, California

Irvine Ca

• Provided leadership of professional underwriting staff and assistants for new and renewal business in conjunction with strategic marketing plan. Opened new Irvine office March 2015.• Worked realignment of agency assignments for region. Represented company at industry meetings, conventions. • Partnered with marketing and underwriting teams to activate growth with key agency partners. • Western Region written premiums of $90M of guaranteed cost Workers’ Compensation coverage through direct carrier programs and brokerage placements.

West Covina Ca

*Project management and successful launch of new Third Party Administrator. Created company’s website and automated marketing campaigns. Developed all print and electronic marketing materials. Developed and managed new business pipeline including lead cultivation..* Targeted research of California municipalities opportunities. Established and maintained RFP library and database.* Vendor research, contract administration and ancillary services.* Sales calls, formal presentations, and trade show participation.

Walnut Ca

Spearheaded development of RPM's strategic marketing to increase new business for lien negotiation and litigation services.*Developed and implemented marketing plan including; print and electronic marketing materials - content and design, email marketing campaign, trade shows and industry association events.*Process improvements for new business pipeline and lead development.*Created marketing ROI analysis and target prospect audience penetration streamlining sales efficiency.*Selection and implementation CRM database.*Revamped and managed internal controls of rate structure and proposal formats.*Developed cost of sales analysis and client specific profitability. *Creation of sales performance metrics. Implemented new procedures which increased efficiency in sales activities.* Managed field sales team. Mentored and trained sales team in resulting in more qualified opportunities and greater marketplace presence.

Diamond Bar Ca

• Managed agency plant of 120 regional agencies through strategic marketing plans, focusing on carrier appetite and KPI’s.• Achieved 2010 new business premium goal of $3.1M through high level agency visibility and promotion of Travelers Select product updates and sales advantages. • Successful territorial marketing plan resulting in a 2012 YOY >20% increase in new business pipeline flow.• Complete agency management including annual agency business plans, revisions to premium volume commitments, commission statements, and agency terminations.• Cultivated and met production metrics; submission flow, new business hit ratio, renewal retention, net written premium growth, mix of classes and lines of business.• Trained agency principals and staff, and conducted individual and group webinars increasing agents’ knowledge of carrier’s underwriting guidelines and sweet spots.

Agoura Hills Ca

• Consultative account management for Workers Comp client base, total written book premium of $20M.• Responsibilities included renewal presentations, negotiations and binding of coverage, detailed claims reviews, loss control surveys and safety meetings, audit inquiries, reclassification or change of ownership, experience mod forecasting, etc. 90% renewal retention prior to company’s acquisition and rate changes.• Direct B2B insurance sales with C suite employers. Policy premium range: $50,000 - $1M• Established trusted customer relationships with business owners, CFO's, Risk Managers and HR Directors.• Onsite client training of internet based customer services including claims reporting, loss control services, and loss data retrieval.• Field position, Southern California.

Irvine Ca

• Achieved new business goals during rapid growth for 4 self-insured Workers Comp groups in California including Contractors, Healthcare Facilities, Auto Dealers, and Plastics Manufacturers. • Performed in depth new business underwriting; evaluated, classified, and rated risks to determine group acceptability and pricing. Qualified risks for excess eligibility and placement.• Educated brokers of the specific working details of Self Insured Groups in California which cultivated increased new business flow.• Prepared and presented underwriting results at SIG's quarterly board meetings.

Los Angeles Ca

• Specialized in Workers Comp, Transportation and general E&S products, admitted & non-admitted carriers and Lloyd’s syndicates.• Written book of $2M in annual premiums generating high agency revenue ratios. Expanded production with retail agents in California and other Western States. • Developed and executed marketing strategy to drive new business, including in-person visits & telemarketing.

Claremont Ca - Home Office, Cleveland Oh

• Marketing representative for public livery/trucking program for 12 Western states. * Increased book of business 300% while maintaining high profitability. • Exceeded Company goals for 5 years through active solicitation for key accounts and establishment of new broker relationships.• Sold various risk funding programs including first dollar coverage, large deductibles, guaranteed rate plans, SIR's, unbundled services and captive program. Private and municipal risks.• Pre-qualified and underwrote all submissions for risk acceptability. Presented and negotiated all new business and renewal quotes for territory’s book, $15M. Average policy premium - $100,000 to $750,000.• Identified and on boarded new retail agents, increasing roster in excess of 400 starting with a nascent broker plant. Developed and implemented territorial marketing strategies; managing, monitoring and overseeing agency production. Field agency visits. • Managed California based satellite office.

Computer Programming

General Studies

Education record

Education record

College Prepatory

Education record

College Prepatory