Steve Naughton Email & Phone Number

Traverse City, Michigan, United States

Traverse City, Michigan, United States

• Led private client U.S. and Canada service teams, which managed high-net-worth clients. Created efficient processes and procedures in CRM, oversaw team engagement metrics, and held town hall meetings to gather feedback and create action plans.• Saved over $126K in 2022 by improving our renewal procedures and utilizing automation to reduce future headcount.• Created custom dashboards and implemented effective direct call routing in the Five9 phone system that allowed managers to see team availability and adjust schedules to meet client needs, avoiding frustration and dissatisfaction due to long hold times, resulting in increased service levels and customer satisfaction.• Used Salesforce to redefine how we interacted with clients and brokers, improving productivity, strengthening underwriting decision-making, allowing reporting data, and giving real-time and historical insights into the team’s workflows.

Traverse City, Michigan, United States

• Managed account executive team, providing biweekly coaching sessions and reviewing files to ensure proper underwriting and sales best practices.• Oversaw the department’s new business KPIs and monitored team performance.• Provided updates on how the team needed to handle rising underwriting concerns.• Conducted effective head-count planning for the new business team and made recommendations with historical data. • Led a non-producing team to exceed double-digit percentages year over year, exceeding the goal by over $1.5 million.

Traverse City, Michigan, United States

• Quoted, underwrote, and sold new business policies that qualified for the private client team.• Focused on attaining quarterly and annual sales targets while conducting risk assessments during underwriting and review processes.• Created and presented quotes to qualified candidates and followed up with broker or client to close the sale.• Traveled to concours automotive events across the country to meet current and potential clients, deepening individual relationships and strengthening the Hagerty brand. • Visited personal collections to give valuation suggestions for vehicles and issued policies.• Issued the third most premium and the most policies on the team. • Created a board to update KPI performance compared to goals. Developed monthly challenges to encourage friendly competition, increasing team engagement, closing ratios, and new business premium growth.

Traverse City, Michigan, United States

• Serviced existing private client members, including changing or updating policies, and offered any additional products. • Created and led a project to contact clients. Assembled a team of call center representatives to review the client's collection and identify opportunities to increase values. As a result, the project generated $600K in additional renewal premiums.

Traverse City, Michigan, United States

• Licensed Sales Agent I role, with more underwriting authority.• Achieved goals and selected as one of ten individuals to mentor new hires.• Provided guidance to new hires and answered any questions in real-time.

Traverse City, Michigan, United States

• Provided key assistance, including setting up new business quotes, and adding or removing vehicles.• Sold Hagerty Plus roadside assistance program and upsold insurance products.• Exceeded goals and promoted within eight months.

Bachelor Of Arts - Ba

Education record

Activities and Societies: https://trailblazer.me/id/snaughton3