Wes Huggins, Cpcu, Crm, Cic, Arm Email & Phone Number

Winston-Salem, North Carolina, United States

• Manage all training aspects of organization. Develop and deliver all training for customers and employees. Maintain strong relationship with management team. Reports To: Director of Software Engineering.
• Created training systems structure from the ground up.
• Built SharePoint site for employee training to move all document-based, manual training systems and checklists to online site accessible 24x7x365.
• Customer pre- and follow-on training accomplished via Customer Portal website.
• Build continuous improvement training courses for hourly employees.
• Create technical content for products including manuals, training materials, reference guides, and technical bulletins in a manufacturing environment.

Remote / WFH

• Managed operations and training aspects of organization. Effectively coordinated all functions and activities related to operations of organization. Maintained strong relationship with management team.
• Generated technical content for products including manuals, training materials, reference guides, and technical bulletins.
• Used customer and quality data to identify areas for continuous improvement of field service and training.
• Prepared and maintained training materials, including electronic training documents, for all employees and clients.
• Coordinated / facilitated all onboarding activities with staff and sales team (new external clients).
• Motivated over 250 trainees / associates by demonstrating positive attitude to improve productivity.

Remote / WFH

• Multi-function organization for Training in use of Agency Management and Accounting System.
• Consulted with organization management to assess needs and plan improvements.
• Defined and articulated learning outcomes, including measurements, performance metrics and changes to improve student learning.
• Coordinated and facilitated employee engagement events and programs to help improve employee retention.
• Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
• Gathered data about course success and participant experiences to help with future course planning.

• Worked with Independent Insurance Agencies on agency systems challenges, and management, sales and operational challenges.
• Identified needs of customers promptly and efficiently.
• Contributed to success of client organizations by improving performance, motivation, job satisfaction, hiring practices, training programs and management systems. Average productivity increases of 12% to 18%.
• Reviewed internal systems and organized training plans to address areas in need of improvement and conducted thorough reviews of operations to devise and deploy improvement strategies.
• Motivated and encouraged team members to communicate more openly and constructively with each other.
• Created professional sales presentations and attended retail trade shows to creatively communicate product quality and market comparisons to potential customers.

• Provided hands-on in-person and online training (via WebEx) to over 200 independent insurance agencies in implementation and use of AMS360 and AfW agency management systems.
• Agency sizes include single-location and multi-location / multi-state and franchise business models.
• Defined and articulated learning outcomes, including measurements, performance metrics and changes to improve student learning.
• Liaised between trainers and course participants and assisted with support functions such as budgeting and technology coordination.
• Worked with central management to identify, plan, align and address training needs.

• NCDOI Certified instructor / CISR Commercial Lines / Past Chairman, IIANC Technical Committee
• Teach Certified Insurance Service Representative (CISR) Commercial / Advanced Commercial programs
• Teach contract classes in General Liability and “Understanding Business Income” to diverse groups such as Charlotte Chapter of CPCU, Redwoods Group, and AON Corporation.
• Assist in development of new Commercial Lines course outlines – review and comparison of policy forms, coverage, conditions, and exclusions.
• Past Chairman, IIABA Southern Agents Technical Conference Committee

Wilmington, North Carolina, United States

• Helped boost long-term business success and increase profit levels while aiding senior leadership during executive decision-making process and recommend corrective actions and improvements to prepare agency for purchase.
• Developed, tested, implemented and audited new workflows designed to shorten service team learning curve.
• Conducted reviews of agency systems and procedures – personal, commercial, and financial – with eye toward standardization via development and implementation of procedure manuals and quarterly performance review program.
• Researched, selected best alternatives for business continuity plan; wrote, led implementation, Disaster Recovery Plan.
• Oversaw implementation, served as trainer and key resource in migration to AMS360 agency management system.
• Technical resource to service team in areas of coverages, rating, and review of contracts vs. insurance requirements.

Founding and Lead Instructor, Cameron School of Business CPCU Program. Developed initial curriculum, led class via presentations and discussions, developed passing (success) rate of over 90% on National exams.

• Independent All-Line Insurance Agency
• Built Commercial Lines service unit. Sought out and hired key personnel. Led implementation team / served as trainer and key resource person in use of AMS360 system. Restructured agency accounting department and systems.
• Developed and implemented in-house P&C training programs for commercial insurance producers and service team.
• Reviewed agency systems and procedures – personal and commercial – and began to standardize via development and implementation of procedure manuals and quarterly performance review program.
• Worked with and trained agency producers in conversion from manual to automated prospecting and lead-generation systems. Extensive knowledge and training skills in use of Microsoft Office suite, including Outlook 2003.

• Recruited to turn around division given just 90 days to live. Within 60 days, analyzed problems/strengths, developed strategic and tactical plans; restructured operations, setting division on road to sustainable growth.
• Refocused agency on more profitable commercial lines business, significantly reducing substandard personal lines.
• Formulated plan to capitalize on parent company's 800+ commercial banking relationships. Hired agency’s first dedicated Commercial Lines producer; exceeded initial sales projections by 300%+.
• Established procedures, developed Applied automation system potential, trained staff, and began conversion of agency from primarily personal to predominantly commercial lines.

• Strategic planning, business development, organizational design, and training expertise to diverse clientele within insurance and other industries.
• Clients included $100+MM P&C Insurance broker using AMS Sagitta system; $70MM division of national foodservice/vending company; $10MM specialty goods textile manufacturer.

• Started, operated and completed sale of largest specialty retail chain of its kind in eastern North Carolina.
• Developed comprehensive business plan, secured $500K venture capital and built successful multi-unit retail chain.

• Independent Insurance Agency Specializing in Large Commercial Lines Accounts (including multi-state General Contractors, Environmental Abatement Contractors, Specialty Manufacturers including Chemical and Pressure.
• Built successful Commercial Lines department focused on client satisfaction and retention.
• Led implementation team / served as trainer and key resource person in use of Delphi system. Restructured agency accounting department and systems.
• Developed significant expertise in application of risk management solutions to complex insurance problems.
• Reduced overhead 30% by spearheading automation systems that streamlined rating and submissions.

Ba, Communications, Politics

Activities and Societies: Delta Kappa Epsilon fraternity.I came to Wake Forest on a U.S. Army scholarship. Having attended Fork Union.

High School Diploma, College/University Preparatory And Advanced High School/Secondary Diploma Program

Activities and Societies: National Honor Society; Commander, Retan Rifles Precision and Trick Drill Team; Wrestling, Golf Teams.