Tony Perry Email & Phone Number

Salem, Ma, Us

Personal Lines Sales & Service Operations Leader

Salem, Ma, Us

Personal Lines Insurance Sales Manager

Salem, Ma, Us

Personal Lines Sales Manager and Team Leader for Salem Five Insurance Agency, LLC

Salem, Ma, Us

Agency Manager and Personal Lines Producer for Salem Five Insurance Company

Salem, Ma, Us

• Represents the Agency (Salem Five Insurance Services) positively and professionally. • Cross sells on assigned Bank driven opportunities. Consults with clients in all areas of insurance including Auto, Home, Life & Business.• Utilizes technology and applies business analytics to client development and conversion strategies.• Develop and manage an insurance clientele.• Contact me at Anthony.Perry@salemfive.com for assistance.

New York, Ny, Us

• Consultative service as a strategic partner for small to mid-sized businesses, providing coaching expertise in areas of program management, business development strategy, succession planning, and talent performance management.• Specialization in areas of process improvement and innovation with a focus on functional alignment.• Sales coaching and business development• Change management and cultural adaptation.• Independent work performed with clients, and collaborative work with partnership groups including Gerson Lehrman Group (GLG) and OEConnection (OEC). • GLG functions as a network based platform of management consultant specialists that provide independent ad-hoc consulting services to business professionals around the world.• OEC provides coaching strategies with a focus on data analytics, sales productivity, conversion, and increasing customer satisfaction in a SaaS environment for multiple OEM’s.

Boston, Ma, Us

• Collaboration and partnership with geographically-dispersed training organization of professionals, including directors, managers, frontline designers, trainers, and consultants. • Transformed internal talent pool and culture to a centralized learning organization with high value placed on development, communication, and collaboration achieving consistent EOS engagement results.• Elevated organizational value of team and programs by deepening focus on needs analysis, strategic thinking, consulting, and influencing resulting in increasing consultancy survey scores and key performance metrics. • Developed training and development program strategy and curricula, and facilitated Train the Trainer training programs partnering with senior level management. • Led strategy and implementation of a centralized onboarding program to reduce first-year turnover and increase production. Ensured onboarding and development support the changing landscape of customer, employee, and business needs.• Developed knowledge bank of training materials utilizing Cornerstone, SharePoint, Internet, Intranet, and WebEx.• Built strong collaborative cross-functional relationships serving as a SME and trusted advisor.• Coordinated and facilitated management leadership program to new channel managers.• Served as a business development consultant to new and tenured representatives.• Utilized ADDIE Model for supplemental training programs and projects featuring a See-Learn-Do process.• Conducted needs assessments to identify and evaluate training requirements for system and process enhancements.• Designed, developed, and implemented a video based skills-profile measurement system for field trainers.• Facilitated mentor based coaching training, consultative selling skills, and value proposition modules for channel.

Doral, Florida, Us

• Hired to build and develop a start-up commercial lines insurance focused training university for new producers.• Developed training and development strategy and curricula, specializing in providing solutions for clients with commercial property liability and specialty general liability insurance needs. • Led strategy, design, development, and implementation of training university recruiting processes.• Served as lead facilitator and manager of new producers for the agency.• Coordinated OJT relationships through mentoring programs with vendors and senior agency partners.• Developed expertise and trained technical industry software systems including AMS, Sales Genie, and company-specific CRM platforms.• Developed and maintained the learning library of training materials including competency based checkpoint lists, training handbooks, compliance and SOP manuals, job aids, role-play and script models, visual aids, and end-user documentation.

Newark, New Jersey, Us

• Led regional training and development operations for field management channel.• Provided onboarding to all newly hired representatives throughout an 18 month training program which focused on process, systems, and product training in the financial services and insurance industry.• Utilized psychometric tools, enhancing recruiting and retention strategies.• Coached and led training for managers and representatives, leading to top 10 national rankings from 2002-2004.• Provided continuous learning for field channel with input geared towards training delivery improvements regarding process and systems training of Financial Needs Analysis software.• Successful passionate drive to build and sustain an innovative learning culture in the agency by engaging veteran producers to also participate in new associate’s organizational training.• Led and coordinated effective training delivery including analysis, implementation, testing, documentation, and continuous improvement focused on adult learning and development.

Provided expert group benefit consulting services to the corporate and nonprofit marketplace throughout Massachusetts and Vermont. Focused on providing excellent customer service to established clientele while also acquiring new clients through referrals and established centers of influence. • Management of Defined Benefit Plans, Defined Contribution Plans including 401k, 403b, and 401a plans, Institutional Investments, and Individual SEP and SARSEP plans.• Collaborative work with company leadership, boards, and individuals to maximize their benefits effectiveness through education via seminars and custom appointments.

Lincoln, Ri, Us

Provided sales expertise to AMICA’s national client base regarding life insurance, annuities, disability insurance and Long Term Care insurance• Licensed in 48 states to conduct consultative sales processes.• Finished the year as the # 2 overall company sales consultant and # 1 rookie agent.

Newark, New Jersey, Us

Provided sales guidance and education for both businesses and individuals in the financial services industry. Focused on business development, prospecting, branding and target market strategies. Provided leadership of organizational management, product and process improvement strategies, and innovative approaches to selling and servicing intangible products. • Honored as rookie and sophomore of the year for Agency Sales receiving National Quality Award and National Sales Achievement Awards.• Managed a staff of 20 representatives from 1991 to 1996, earning several company awards and accolades.• Created a community based practice for agents through networking and negotiation.

Master'S Degree, Organizational Leadership

Ba, Management, Ba, Economics With Business Concentration

Professional Certificate, Sports Industry Essentials Program

Professional Certificate, Business Analytics Specialization