Trusted Advisor
Keyser Wv
- Manage 100% of the operations for the multi-location personal lines, commercial lines, and financial services insurance agency. - Operations leadership including: Process creation / improvement / implementation, technology integration, personnel development, performance and compensation reviews, budgeting, P&L, revenue forecasts, agency / carrier / regulatory compliance, employee relations, training, Human Resources, marketing, and more. - Lead 15+ team members across multiple offices with full autonomy for recruitment and training of new and existing sales and service staff. - Developed departmental leadership and promoted leaders of sales, service, and operations. - Maintain a high level of energy and enthusiasm and keep a finger on the pulse of office morale and environment / culture. - Doubled average monthly item production for the agency - Created internet lead and telemarketing programs. - Implemented a lead management system and sales process. - Networking, community involvement, and relationship building to further develop current and past referral partners and to reach out to new Centers of Influence. - Installed VOIP phone system and manage all aspects of agency technology. - Created sales tracking systems, reports, spreadsheets, and more. Short-term and long-term forecasting of production, revenue, growth, and profitability. - Clearly communicate the vision and objectives of the company to team members and ensure they understand their role in the big picture.
