Steven Swogger, Cpcu Email & Phone Number

Pittsburgh, Pa, Us

(As Director effective Jan 2022) Direct and lead a team of account executives in building, nurturing and managing a book of retail agencies; Manage and support key client relationships; Develop and execute strategic business plans to achieve sales goals; Responsible for growing FifthWall's business, increasing revenues, and building the company brand.(As Account Executive Sept 2019-Jan 2022) Trained and educated agents on FifthWall processes, platforms, and products; Developed strategic plans for each agency to present cyber options for all clients; Ensured all agents understood the FifthWall value proposition; Built and managed a book of retail agencies

Led agent growth through school access programs, association relationships, and marketing strategies; Leveraged strategic growth programs in market place; Conducted joint field work with agents to demonstrate how to execute sales presentations, conduct workshops, and manage in-school activities; Coached, mentored and consulted agents to achieve targeted agency goals; Recruited, interviewed, selected and onboarded agent candidates.

Accountable for achieving top and bottom line Property and Casualty sales results for 100+ agents in Western PA territory; Worked with State Executives to develop effective business plans that incorporated marketing, sales, retention and pricing initiatives to accomplish territory’s financial plan; Set agent specific goals, defined sales/marketing objectives, achieved profitability, influenced business processes, and followed through to defined goals; Directly involved in the sale of B2B commercial products to clients.

Served as an independent contractor in establishing an insurance agency from the ground up. Supervised five licensed sales/service representatives in acquiring new business clients utilizing direct marketing techniques and multiple lead sources. Directly responsible for lead generation and writing P&C, Life, and Financial Services products for clients. Recruited, hired, and trained staff members.

Directed, managed, and led a team of 20 sales and service representatives; Developed and maintained various sales and underwriting programs to achieve desired results; Conducted weekly underwriting and sales meetings/training sessions for all staff members; Recruited, hired, and trained 20 new sales representatives and exceeded sales goals by capturing 25 new employer group accounts.Led a 12-person technical team consisting of underwriters and underwriting technicians in executing special projects and conducting portfolio analysis, including the interpretation of policy contracts, conditions, claims handling, and financial analysis; Developed risk placement criteria to meet market growth and profitability objectives; Led the relocation of the central region underwriting and production department from New Castle, PA to Gainesville, GA.

Cpcu, Insurance

Activities and Societies: Received Chartered Property Casualty Underwriter Designation (CPCU)

Bsba, Business Management/Economics