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yyyyyy x. yyyyyy

102 janwich dr. morganville, nj 07751 xxx-xxx-xxxx  732 309 4220


results-focused insurance executive eager to contribute expertise in business development, operations management, p&l/fiscal administration and team leadership toward collaborating with a progressive organization in maximizing bottom-line performance.  high energy leader with the ability to optimize internal business processes, secure critical revenue growth, and lead staff development and training strategies to enhance business performance, customer satisfaction, and retention.  core competencies include:


© direct marketing/business development strategies

© persuasive and effective communicator

© natural leadership ability

© integrate technological solutions

© strategic planning and execution

© perform needs analysis/consultative selling

© build & maintain relationships

© identify key decision makers

© exceptional presentation & delivery skills

© create and execute business plans

© prospect and identify new customers

© maintain knowledgebase of industry products

© dedication to customer service

© entrepreneurial vision and leadership


professional history


2009 to present:  healthcare solutions 4 you - managing partner                                                            

   apply dynamic and entrepreneurial vision to launce this independent agency focused on healthcare for individuals and groups.

   developed tactical marketing plans to achieve penetration and market share within 2 states and appointed by 8 companies; promoted niche market strategies to optimize sales results for this agency with a sub-specialization in medicare programs. 


2008 to 2009:  nationwide insurance - assistant vice president, exclusive channel                                                                                       

   provided leadership and oversight for premium and profitability results for a $400mm territory with 250+ exclusive agents and 10 sales managers; recruited, trained, and developed high performance agents, monitored sales and revenue totals, and adjusted marketing strategies based on industry trends and new business opportunities.


2007 to 2008:  aig/new york - assistant vice president, marketing operations                                                                                 

   provided strategic marketing leadership for insurance operations of the direct marketing division valued at $160mm in a&h lines.

   drove all policy administration, underwriting, claims and actuarial interaction initiatives for insurance operations, ensured compliance for all outsourced call centers activity, and spearheaded the development of new call center operations, direct mail campaigns, and customer service standards.

   maintained oversight for the successful transition to a 3rd party claims administrator, and influenced policy administration standards for all master policies governing business activities.


1998 to 2007:  robert plan/newark/gsa insurance

2003 to 2007:  senior vice president, operations                                               

   led business directives for insurance operations including voluntary and residual market for personal and commercial lines in all 26 states of operation; managed underwriting, marketing, policy administration, claims, siu, house counsel and appraisal divisions.

   provided direction and guidance for 850 employees and 14 direct reports within 3 locations, generating over $550mm in annual premiums.

   drove business development strategies to secure $18mm in incremental revenue from a new commercial line, implemented successful take out program for the management of field representatives, and introduced self audit processes to enhance business performance and optimize quality results.

yyyyyy x. yyyyyy

102 janwich dr. morganville, nj 07751 xxx-xxx-xxxx  732 309 4220

page 2


2000 to 2003:  general manager, nj branch office 

   maintained oversight for $350mm mid atlantic region business development, underwriting, marketing, claims and policy administration initiatives; executed the merge of 2 outlying offices, resulting in a $3mm annual cost savings.

   developed a rate pursuit process to optimize profitability results, and initiated a profit improvement program for underperforming book of business that increased loss ratio by 20 points.


1998 to 2000:  vice president of marketing and underwriting, nj branch office

   managed underwriting, marketing and policy administration strategies for mid atlantic region; introduced a comprehensive plan to retain business through strong field presence and producer relations, and improved overall transaction processing service .

   researched, created and implemented optimized staffing models to ensure continuity throughout the branch, established the first agents advisory board to analyze, interpret and capitalize on market opportunities.


1997 to 1998:  workfinders of delaware valley - vice president

cofounded consulting firm designed to assist p/c carriers in managing difficult workers compensation and liability claims; provided hands-on consulting services, and insurance industry educational training seminars and learning sessions.


1990 to 1997:  keystone insurance companies

1995 to 1997:  regional vice president     

   began tenure in position as vice president of marketing, and achieved promotion to vp of underwriting in 1993, and subsequently regional vice president in 1995.

   directed day to day management initiatives for $75mm in premium volume, oversaw performance management for a staff of 6, and achieved highest rated agency satisfaction scores for customer service throughout the region.

   achieved high levels of profitability based on corporate profit improvement metrics; increased scores from 92% to 110%.

   spearheaded the launch of group affinity products, authored aggressive business and marketing plans to capture new revenue streams with this innovative coverage product; achieved target results and exceeded revenue goals by 35%.


education and professional certifications


bba, the college of insurance ­ cpcu ­ certified insurance counselor, cic

legal principle claims specialist/ lcps ­ property casualty producer license - nj








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