Tom Erdman Email & Phone Number

• Responsible for end-to-end sales agent enablement activities including but not limited to driving Business Insurance production and sales within assigned territory, developing & delivering training, providing.
• Collaborated with 12 independent contractor district managers to drive sales results through 350 independent contractor exclusive agents.
• Designed and implemented a market insight report strategy providing agents with real time visibility into current quotes and conversion ratios within desired target markets.
• Partnered with sales and market leadership in the development of business plans to increase sales and retention efforts and improve agent business product knowledge, sales skills, and overall engagement.
• Successfully presenting to small, midsize, and large groups over 200.
• Recent Achievements: o Recognized in 2022 as a top achieving manager achieving 160% of full year goal.o 12% YOY production increase with agentso Exceeded full year commercial target by 125%o Increased percentage of.

Illinois, United States

• Served as subject matter expert (SME) within assigned function and provided territory level reporting and analytics to identify trends, focus areas and best practices to inform market-wide strategy decisions.
• Adapted and developed virtual training and successfully kept agents and staff supported. Designed and delivered key tools for field leaders to drive results with agents and district managers.

Illinois, United States

• Responsible for design, development, coordination and delivery of training and development for business programs for agents, producers, customer service representatives, agency business consultants, and district.
• Performed needs assessments and reviews of business strategies against key performance indicators (KPI’s), effectively identifying and providing data driven recommendations to district leadership, determining training.
• Developed and facilitated company-wide training initiatives to improve agents’ product knowledge, sales techniques and enhance employee performance; covered subject matter area including underwriting for business.
• Managed the field training function, improving the productivity of district trainers and agency employees through group, one-on-one, and virtual training forums.

Illinois, United States

• Delivered commercial analysis of state results within assigned areas and developed programs to implement business solutions, enhance agency development, loss ratio, profit, and productivity programs
• Partnered with district manager in the recruitment, selection, licensing, training, and retention efforts of 30+ new agents per year, successfully accomplishing assigned net gain goal
• Performed territory strengths, weakness, opportunity and threat (SWOT) analysis and provided weekly reporting and performance improvement guidance to drive metric-based solutions
• Supported division marketing manager by working closely with district managers and district recruiters to achieve pending, reserve and career goal accomplishments
• Organized and analyzed data, presented reports and recommendations for district progress reviews, providing targeted recommendations and suggestions for improved district results

Illinois, United States

• Worked cross-functionally to develop and implement company-wide initiatives, developing and maintaining underwriting policies, procedures and processes; rolled out proven methods of attracting and retaining profitable.
• Partnered with Actuarial department to develop new pricing models for auto & homeowner risks; provided analysis and recommendations to executive leadership for management of auto & property exposure
• Implemented new property and auto rating structures effectively increasing overall policies in force and pricing accuracy of auto risks within Illinois

• Reviewed individual home and auto risks for acceptability eventually becoming the personal lines underwriter for the state with a focus on profitability