Patrick Cavanaugh Email & Phone Number

Omaha, Ne, Us

Omaha, Nebraska, United States

Manage relationships with agencies within my designated territory and educate agencies on unique programs designed to promote growth.

Des Moines, Iowa, United States

Work as the Territory Manager, serving Independent Insurance agents in the Western and Eastern Iowa. Providing knowledge and products to help their clients. Including marketing and underwriting. Whether it be for their commercial, personal, or farm needs.

Des Moines, Iowa Area

Reviews and underwrites individual applications (new and renewal business) for commercial lines agribusiness andfarm owners accounts. Determines acceptability of risk in accordance with company guidelines and standards byreviewing the application and risk for exposure identification. Responsible for the overall profit and growth of thebook. Establishes and maintains effective communication externally and internally regarding underwritingprocedures and practices, growth/profit… Show more Reviews and underwrites individual applications (new and renewal business) for commercial lines agribusiness andfarm owners accounts. Determines acceptability of risk in accordance with company guidelines and standards byreviewing the application and risk for exposure identification. Responsible for the overall profit and growth of thebook. Establishes and maintains effective communication externally and internally regarding underwritingprocedures and practices, growth/profit goals and objectives, and agency relations. Negotiates with agents to reachpositive and profitable outcomes. Develop and maintain agricultural industry knowledge that is used to consideropportunities, train new producers and assist agencies as they build niche focus.Key Accomplishments• Written over $750,000 in new business in 2019• Lead the lean transformation in Agribusiness• Created procedure to expedite account documentation benefiting agents and underwriters• Selected for targeted growth team to expedite sales with rural agency partners Show less

Des Moines, Iowa Area

Managed teams consisting of 10 – 20 associates. Transitioned from PL Retention leadership role to Commercial, with theobjective of growing Commercial Direct to $50 million in DWP by 2020. Responsible for identifying, recruiting, and building outCommercial Direct from a pilot team to sustainable sales team. Created and developed Commercial Operating model includingsales strategy and procedures. Effectively communicated underwriting strategy resulting in favorable profitability and… Show more Managed teams consisting of 10 – 20 associates. Transitioned from PL Retention leadership role to Commercial, with theobjective of growing Commercial Direct to $50 million in DWP by 2020. Responsible for identifying, recruiting, and building outCommercial Direct from a pilot team to sustainable sales team. Created and developed Commercial Operating model includingsales strategy and procedures. Effectively communicated underwriting strategy resulting in favorable profitability and policyretention on new small commercial business. Investigated & analyzed department, team, and individual portfolio performance toidentify trending and coaching opportunities.Key Accomplishments• Grew sales staff from 1 team to 10 teams, including sales and retention, across 3 locations• Created and deployed sales call flow that enabled sales team to average over $75K in DWP per month• Developed and implemented successful targeted coaching model for each individual agent• Gained experience in operational culture changes and how to lead through change• Facilitated strong team engagement identified by top quartile for Gallup Engagement Survey 2015 -2017 (4.7 out of 5) Show less

Supervised 12 agents that sold property/casualty insurance and retained business. Generated and executed adevelopment plan and engagement strategy for all direct reports. Provided sales coaching and professionaldevelopment opportunities to direct reports to enhance performance. Created a culture of positivity and engagement that servedas a role model to new and current agentsKey Accomplishments• Selected by leadership to lead retention through East/West regional… Show more Supervised 12 agents that sold property/casualty insurance and retained business. Generated and executed adevelopment plan and engagement strategy for all direct reports. Provided sales coaching and professionaldevelopment opportunities to direct reports to enhance performance. Created a culture of positivity and engagement that servedas a role model to new and current agentsKey Accomplishments• Selected by leadership to lead retention through East/West regional segmentation• Facilitated strong team engagement identified by top quartile for Gallup Engagement Survey 2013 -2014 (4.5 out of 5)• 2012 – 2014 Awards & Recognition Recipient for Team Performance Show less

NSS Trainer 07.2010 – 02.2012Trained and developed new associates on NSS sales practices and underwriting guidelines across multiple distribution channels.Coached agents on compliance standards and provided feedback on reviewed sales calls. Developed global curriculum materialfor Learning and Performance department.Key Accomplishments• Trained and led US segmentation pilot program• Helped develop training to floor mentor program

Des Moines, Iowa Area

Sold personal lines insurance and worked with customers to exceed their expectations. Gained extensiveknowledge of all Nationwide’s products, services and operations. Proficiently negotiated resolutions for customerconcerns. Cross-sold all personal lines business to current memberKey Accomplishments• 95% Retained Rate vs 85% department average in 2009 and 2010• Facilitated a billing refresher course for 60 plus retention agents• Awarded the Silver Pin for contributions… Show more Sold personal lines insurance and worked with customers to exceed their expectations. Gained extensiveknowledge of all Nationwide’s products, services and operations. Proficiently negotiated resolutions for customerconcerns. Cross-sold all personal lines business to current memberKey Accomplishments• 95% Retained Rate vs 85% department average in 2009 and 2010• Facilitated a billing refresher course for 60 plus retention agents• Awarded the Silver Pin for contributions to billing refresher for the retention department Show less