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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Impassioned and driven Insurance Sales and Marketing Executive with years of dynamic working experience. Exudes an unsurpassed work ethic and ability to drive process improvement initiatives. Skilled in establishing distribution partnerships, growing new geographic footprint and continuously evolving product offerings in accordance with client needs. Leader devoted to fostering and sustaining mutually beneficial cross-functional relationships fueled by a shared desire to achieve organizational goals. Achiever in the wholesale and program manager aspects of the industry. Recognized by management and direct reports for strong leadership and coaching capabilities. Fast learner who adapts swiftly to the latest practice and technologies. Seeking a Marketing Representative role that will allow for continued professional growth.


Key Areas of Knowledge & Expertise


Insurance Sales | Account Management | Policy Development | Time Management | Underwriting | Marketing | Staff Management

Customer Service & Satisfaction | Analytical & Critical Thinking | Strategic Planning | Collaborative Problem Solving

Cross-Functional Teamwork | Regulatory Compliance | Presentation Skills | MS Office | Windows


Professional Experience


Distinguished Programs: Sales Executive, State of Florida (2012-2015)

         Developed and set forth a comprehensive and tactical business plan that fueled the production of new business

         Efficaciously optimized growth within a core group of Agents while concurrently prospecting and appointing new agencies

         Identified retail agencies and brokers across assigned territory for prospective clients; solicited general business flow using specific opportunities, market expertise, product strengths, and consultative sales methods to write new business

         Met monthly with retail agencies and completed weekly prospecting calls to both potential and existing agents and brokers

         Negotiated as an intermediary between retailers and internal underwriting personnel in order to close sales

         Collaborated with a process improvement work group that revamped the underwriting and administration processes


National speciality Underwriters: Vice President (2001-2012)

         Delivered an effective combination of industry expertise, hospitality liability coverage options, risk management methods and proprietary insurance programs for the hospitality industry that were innovative in nature

         Initiated the Wholesale Casualty Unit with a premium in excess of $3M

         Created, underwrote and marketed umbrella liability risk purchasing group programs for the Hospitality and Real Estate sectors, with a premium of $8M for Hospitality and $3M for Real Estate

         Developed fruitful market relationships; added seven key companies that yielded firm stability and notably increased profits

         Methodically built a retail distribution system comprised of 155 agencies in total

         Trained three new employees in industry best practice, underwriting and sales; led to higher than average performance levels


MMZ Associates: Managing Director (1999-2001)

         Served the needs of companies in need of tailored insurance and risk management service offerings

         Fostered lasting, trust-based relationships with customers and strategic insurance partners; added two carriers and increased company revenues by 25%

         Effectually negotiating new and renewal terms and conditions; maintained a renewal retained ratio of over 90%

         Mentored, coached, guided and trained new employees in industry knowledge and company policies


Also served as the Vice President for Professional Coverage Managers pre-1999


Education & Credentials



Bachelor of Science, Rochester Institute of Technology

Licensure, Active Property and Casualty Insurance, State of Florida

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