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Yyyyyy x. yyyyyy

- 2885 Burney Ln. Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Sales/Marketing Executive (Insurance)


Qualifications Profile


    Highly self-motivated and results-driven insurance executive with more than 28 years providing high-performance sales & marketing management, customer service, risk and claims management, and operations support in the financial services and insurance businesses.

    Detail-oriented without losing sight of the big picture, analytical and methodical with critical thinking to strategize solutions in addressing work issues even under stressful work conditions.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

    Decisive leadership, strong people management, and exceptional interpersonal communication skills that inspire confidence while forging teamwork synergies with colleagues and subordinates across diverse ethnicities.


Key Expertise

    Strategic Planning & Execution

    Marketing & Sales (Trad. & Online)

    Insurance Business Development

    B2B/B2C Sales Management

    Claims Management

    Territory Sales Administration

    Sales Negotiations & Deal Closing

    Multiple Account Management

    Customer Service Management

    Transformational Change Management

    Relationship Management (Clients, Suppliers, & the Public)

    Market& Industry Research Competitor Intelligence Analysis

    Product Branding & Positioning

    Marketing Communications

    Fiscal & Budget Management

    Profitability Management

    Total Quality Management

    Process/Workflow Improvement

    Policies & Regulatory Compliance

    Staff Supervision & Training

    Records & Document Management


Professional Experience


CIS Claim Services Ÿ North Richland Hills, XXXXXX

President 2012 Present

    Provide strategic direction and executive leadership in managing and growing the business for a multimillion dollar Fire and Auto property claim services organization leading a team of senior vice presidents, directors, senior management, compliance officers and catastrophe coordinators,

    Oversee the development, implementation, and continuous planning, and management of all claim programs, performance metrics, data modeling, marketing strategies, budgets, and profitability initiatives that ensure business growth and success in target markets.

    Report periodically to the CEO and the Board of Directors on short-long range business plans, financial performance, overall business health, and represent the company in industry conferences

    Executed catastrophe response plans when needed following each storm season.

Major Achievements

    Expanded national presence resulting in significant revenue increase since 2013; reduced company expenses by over $1M in 2014. Designed and implemented W-2 employee model for roster of 5,000 independent adjusters

    Installed new claims management system, and implemented concierge service for clients and implemented best practices to ensure superior customer service, ranking highest in performance ratings among multiple clients

    Secured the company s first Master Service Agreement with major national insurance carrier

    Managed a credentialing program for the largest carrier in the state of Florida resulting in the only firm to successfully achieve 100% commitment of resources.


First Home Insurance Company Ÿ Columbia, SC & Maitland, FL

Chief Operations Officer 2008 2011

    Provided strategic and tactical direction in managing a 3rd party administrator for daily and catastrophe claim operations, integrating and leading all internal resources and departments to promote operational success, growth of organization, execution of 5-star customer service, and ensure compliance with regulatory mandates.

    Directed 3rd party Administrator in building First Notice of Loss template for catastrophe and non-catastrophe claims

    Oversaw marketing and collaborated with reinsurers to establish successful reinsurance programs.

Major Achievements

    Coordinated relocation of entire corporate office resulting in expense savings and operational efficiencies.

    Designed and implemented water mitigation program and agency marketing plans

    Developed and administered director-level training for enhanced execution of operational work flows, resource management, key business plans.




Yyyyyy x. yyyyyy

- 2885 Burney Ln. Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Professional Experience (continued)


The MacNeill Group Ÿ Sunrise, FL

Vice President of Claims 2007 2008

    Managed 3rd party Claims Administrator as the largest service provider for Louisiana Citizens Property Insurance Corporation, providing catastrophe planning and administering catastrophe training for adjusting firms.

    Established claim handling practices, selecting and managing all independent adjusting firms.

Major Achievements

    Developed a file audit application that the Louisiana Citizens Property Insurance Corporation integrated with their Quality Assurance division.

    Developed and implemented an internal catastrophe response center that ensured timely and efficient crisis management, communication, and inter-agency coordination in rescue and relief operations.


Shelby Vesta Insurance Company Ÿ Sarasota & Birmingham, AL

Property Claim Director 2005 2007

    Provided oversight on daily operations and all claims arising from catastrophe in the states of CA, SC, MA, NJ, NY, XXXXXX and WV, establishing catastrophe planning and operations management in FL and XXXXXX.

    Transitioned claim operations from an outsourced Administrator to a fully staffed internal claim operation. Recruited and trained staff, developed training programs, and ensured compliance with claim handling guidelines.

    Collaborated with underwriting, HR and other claim partners to maintain and share knowledge on claim survey trends, legal trends, statutory changes and loss prevention, including industry regulatory matters.

    Identified and implemented best practices in claims handling for consistent customer service performance, regulatory compliance, and achievement of financial objectives.

Major Achievements

    Restructured claim operations by eliminating 3rd party administrators and developed internal claims operation from the ground up, while reducing the number of adjusting firms to improve control of field inspections.

    Implemented claim surveys to improve work outcomes and enhance the customer experience around company products and services.

    Developed and implemented business continuity, disaster recovery, and risk mitigation plans for several offices across 8 states while developing vendor programs that enhanced and maintained customer service and contained costs.



State Farm Insurance Companies

Staff Consultant Corporate Offices in Bloomington, IL

Marketing Director Corporate Offices in Bloomington, IL

Property Claim Team Manager Memphis and Murfreesboro, TN

Property Claim Representative Memphis, TN 1988 2005


Education & Credentials




Professional Training & Certifications

    Associate in Claims (AIC) | XXXXXX Adjusters License

Professional Affiliations & Community Involvement

    Member: Pacific Coast Executive Association | Dallas Claim Association

    Vice President and Executive Board Member: Blythewood Baseball League

    Coach: Youth Baseball and Basketball, Xxxxxx, XXXXXX



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