Nathan Stein Email & Phone Number

Ramat Gan, Tel Aviv, Il

Commitment to bringing value to customers through personalized strategies in: client renewals, retention, forecasting, up-selling services, and providing exemplary customer service. I am an energetic team player with a background to drive continuous process improvement, build inter-department cooperation, and implement procedures to increase company efficiency.Earnix is a bleeding edge, world class fintech, with a mission of fundamentally transforming how financial services companies compete. Our customers introduce new/updated product and pricing to market within days while competitors require many months. We bring deep industry experience to guide companies as they shift from legacy modeling, rating, and compliance to our AI-powered SaaS platform proven by 90+ customers in 30+ countries.

Ramat Gan, Tel Aviv, Il

Empower insurance companies through the usage of fully digitized, advanced solutions that ensure personalized value to every customer, every time. With a dedicated approach to helping Insurers rapidly deploy product to the market in a process that is faster, smarter, and safer.- Strong understanding of the insurance industry and dedicated to helping insurance companies understand what is required to better operate today by supporting them in their need to adapt to align with the digital transformation we see across all sectors.- Proven successful technology consultant and sales executive with deep SaaS experience, I work globally with a focused effort on carriers and insurers across the United States.- Entrepreneurial; results oriented individual who does what it takes to ensure customer success by creating a winning strategy and individualized plan for partnership with every customer.

Denver, Co, Us

Insurance is about relationships, and technology should make those relationships stronger. That’s why, at Vertafore, it’s my mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on my customers, becoming better every day, and delivering results you can see, I provide the level of trust and security that insurance is all about.● Oversee 325 mid/large-market insurance agency-brokers in 12 states for 2021● Over 70% in current net booking pipeline for 2021, exceeding Demand Plan opportunity target.● Continually exceed net bookings with over 85 self-generated opportunities and lead my team in close-ratio career to date.● Expertly use social selling to present a fearlessly modern approach to complex solutions & technology that will deliver our agency partners from the status quo. ●Empowering the agency, it’s people, and their customers with experiences that connect them with the business of insurance and leading to profitability.● Agency Sales Team - Salesperson of the Year, 2020

Boston, Ma, Us

I am the sales team lead for the independent agent distribution channel for the state of New Jersey tasked to increase both personal and commercial lines with profitable new business development. As territory sales manager I oversee 87 brokerages and in excess of 54 million in written premiums, leveraging the relationships I have built with the C-level management in each office to secure annual sales goals and prioritize those assigned targets to develop marketing initiatives and create sales opportunities specific to each brokerage. I specialize in sales development using social selling to promote organic growth techniques alongside traditional growth and retention strategies. In addition, I train and educate each brokerage’s sales force on our core products and competitive advantages to ensure Plymouth Rock grows revenue and gains profitable market share of property and casualty business within my region.

Boston, Ma, Us

Achievements:●Specialize in sales development using social selling to promote organic growth techniques alongside traditional growth and retention strategies.●Utilize research tools to develop trainings for each brokerage’s sales team on core product offerings, competitive advantages, and client business needs to increase revenue●Refine messaging and materials using data from the field, sales experience, and claims analytics to help clients compete in digital marketing●Analyze and track territory performance to improve mentoring, promotions, training and communication resulting in opportunities to upsell our in-house sales development products●Serve as the subject matter expert for the unique “Healthcare as Primary” initiative, the top enhancement in the company’s core product●Convene a team of of medical claims and communications experts to elevate sales of “Healthcare as Primary” initiative, driving incremental growth from from 2% to 21% as of 2018, exceeding company objectives●Oversee and devise strategic agent training and CE accreditation courses for the company’s independent agent channel for all of New Jersey●Study competitor intelligence to improve company strategy to grow market share●Increase personal and commercial business development by leveraging relationships and influence with C-Suite management in each office to secure annual sales goals●Selectively grew new broker appointments by 27% in underserved markets

Columbus, Ga, Us

Marketed life and health insurance solutions, in the states of Ohio, Kentucky, & Michigan, to C-level executives to offer their employees access to direct sales products while managing specialized retention projects for accounts. • Received national recognition in Client Relations/Account Management from AFLAC, Inc. and Ohio-West management teams. • Established 42 new accounts and led portfolio of more than 70 accounts with 3,600 individual clients. • Successfully restored and ultimately raised sales in more than 30 inactive accounts previously losing revenue by securing presentations to those C-level executives and restoring confidence in AFLAC.• Executed and trained a sales team on multiple new field processes resulting in 10% revenue growth. • Consistently rated in Top 50 agents in sales for Ohio-West territory with book of $480K+ in annual premiums specializing in Life, Health and Disability insurance products.• Achieved all annual company honors for new agents exceeding career growth goals. • Earned company certifications in multi-state accounts, case management accounts; broker relations, and special projects.

Charlottesville, Va, Us

Administered alumni relations, development and chapter training for 33 chapters in 10 states. Overseeing donor development, engagement and recruitment in my territory. • Recruited and increase number of new donors for Jackson’s Men annual giving campaign by 18%.• Aided Chapters in developing targeted donor relations campaigns and set up alumni outreach.

Columbus, Oh, Us

Secured and managed $65K+ in major gifts from corporate sponsorship. Led external education initiatives for development associates and interns.• Organized Walk for Wishes and annual dinner that received more than $315K in contributions.• Launched the annual development campaign for national organization in Southwest Ohio.• Devised marketing plans to improve productivity and promotion of the foundations programs.

Middletown , Us

Directed all major gifts, volunteers, public relations and community activities for Walk as One program and volunteers, support services and silent auction for NCCJ Annual Dinner.• Raised more than $42K in Walk as One and $400K+ at NCCJ Annual Dinner.

Lexington, Ky, Us

Researched biographical, financial, business, and personal interests of potential corporate, foundation, and individual contributors. Prepared Chancellor of the Chandler Medical Center's recognitions for prominent donors.• Recorded all donor accounts and assisted in the implementation of permanently securing all planned gift accounts into easily accessible CRM program in universities development program.