Specializations in Property & Casualty, including Professional Errors & Omissions and Public Officials Liability

Highly Accomplished Insurance Leader who contributes proven talent in New Business Development, Client Relations, Product / Services Optimization, Risk Mitigation, and Operations Management across high-volume start-ups, acquisitions, and established insurance companies. Top Performer who offers solutions-centric critical thinking for insightful, change-oriented results to align with a compaxxxxxx s vision while actively maintaining up-to-date industry trends awareness. Ambitious Self-Starter who excels at analyzing customer needs, identifying lucrative opportunities, defining strategies for capturing new business, and attaining leverage in competitive insurance markets. Excellent Communicator who builds synergistic relationships with decision-makers, teams, and clients, and who leads peers by example and with integrity.

Career Highlights Include:

  Continually developing best practices and continuous improvement initiatives.

  Rapidly implementing growth strategies to attract and retain profitable customers.

  Cross-functionally collaborating with peers to deliver high-quality product / services.

  Profitably forming two new companies Ducey, Inc. Benefits and 43 South Liberty, LLC.

  Creating dynamic customer experiences from acquisition through to full customer lifecycles.

  Personally directing all facets of business start-up and successful operations of Ducey, Inc. Benefits.

  Providing hands-on leadership support always willing to go the extra mile to surpass the status quo.

  Successfully doubling revenue of The Ducey Insurance Agency from less than $700,000 to $1.8+ million.

Managing Member

Lead targeted full-cycle accounting and business services operations for this profit-generating real estate holding compaxxxxxx.

Vice President Ducey Operations

Capitalize on the opportunity to direct forward-thinking client relations for the 30 largest Ducey Agency clients, including competitively negotiating pricing and coverage terms and conditions for all new and / or renewals policies. Directed risk transfer and loss control for clients. Optimized sales to new customers while proactively interfacing among a cross-functional support staff and communicating with managers on a bi-weekly basis to discuss status of new / renewal business.

Founding Partner ￨ President

Strategically steered start-up and successful development of this dynamic compaxxxxxx later acquired by Acrisure, LLC. Spearheaded solutions-centric accounting and customer relations initiatives, as well as handling diverse employee issues.

President (1991 2015)

Utilized broad scope of industry knowledge toward directing all facets of business operations, including recruiting, training, mentoring, and managing a top-performing team, as well as maximizing use of labor resources by planning and prioritizing workflow to continually exceed profit objectives. Contributed sharp analytical abilities toward handling all accounting functions. Developed comprehensive office policies and procedures to ensure seamless operations processes.

Account Executive (1985 1991)

Played a vital role in driving substantial new business development within this growth-focused agency, including marketing new accounts with insurance carriers while building and sustaining lucrative relationships among a wide-ranging client base.

Additional experience with Volvo Cars of North America included driving targeted sales forecasting by using current sales information by model and geographic location of sale to alter production volumes and shipping sites.

Bachelor of Science in Accounting (Magna Cum Laude)

ALICE-Certified Trainer for Active Shooter Incidents

Certified Playground Equipment Inspector National Recreation & Parks Association

Founding Board Member

Board of Directors (1996 Present) ￨ President (2004 2018)

Successfully provided $1+ million in college scholarships during leadership tenure.

Additional Former Leadership Roles

Member Hartford Insurance Compaxxxxxx Jonathan Trumble Council

Board of Directors ￨ President Xxxxxx County Independent Insurance Agents Association

Fireman ￨ Officer ￨ Chauffeur Haverstraw Volunteer Fire Department

XXXXXXS Member ￨ XXXXXXS President ￨ NE Region Member Safeco Agents Advisory Council

Board of Directors ￨ Committees Finance ￨ Merger Mental Health Association of Xxxxxx County

Excellent Professional References Provided Upon Request