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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx abc@xyz.com

 

Summary of Qualifications

 

         Senior-level operations leader with a consistent, proven track record of exceeding performance.

         Experience training and managing team members to maximize their potential and excel.

         Solid time management, attention to detail and organizational skills, including prioritizing tasks.

         Proficient with AFW, AMS360, TransAct Now, Applied, PL Rater and Ezlynx.

Areas of Expertise

 

Operations Management Staff Management/Training Client/Vendor Relations

Policies & Procedures New Hire Orientation Project Management

Budget/Accounting Management Payroll Administration Marketing

Professional Experience

 

Higginbotham (formerly, Hilb Group of Texas, and before, Walker Myers) July 2013-Present

Director of Operations, Higginbotham (May 2017-Present)

         Currently spearheading the transition of management systems, including policies and procedures.

         Ensure team members provide an outstanding experience to clients.

Director of Operations, The Hilb Group, and formerly, Walker Myers (Sept. 2014-May 2017)

         Led seven locations, including managing a diverse team of staff and onboarding new team members.

         Established sales goals for all producers, including training team members on best practices.

         Served as Project Manager while leading four different system conversions, including creating a new management system and policies.

         Build and maintained positive communications with a number of different insurance carriers.

         Administered employee payroll as well as benefits in an accurate, timely and efficient manner.

         Managed the monthly, quarterly and annual budget; accounts payables; bank reconciliations; month-end and general ledger review; and broker and producer commission payable, deposits and receivables.

         Ensured all agency and employee licenses were current and remained updated and compliant.

 

Director of Private Client Services, Walker Myers (July 2013-Sept. 2014)

         Led the development of personal lines, with a focus on private client.

         Played an integral role generating new leads to achieve client acquisition and revenue objectives.

         Managed and motivated team members to maximize their potential and excel.

         Oversaw budgets and marketing initiatives, including brand management.

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx abc@xyz.com

 

Professional Experience (continued)

 

Whorton Insurance Services Apr. 2002-July 2013

Personal Lines Manager/New Business Sales

         Pre-qualified, marketed and sold personal lines, farm and ranch and small commercial accounts.

         Worked with the Territory Manager and members of the Underwriting Team to achieve volume goals.

         Trained personnel in the Private Client Department about how to service high net-worth clientele, and educated new personal lines personnel on the carriers, and agency management system and procedures.

         Oversaw a Retention Program across personal lines and the Private Client Department.

         Created marketing materials to promote agency and the services of its Private Client Department.

         Ensured team members met weekly internal compliance goals and agency procedures.

 

Broadwing Communications Feb. 2000-Aug. 2001

Training Coordinator/Consultant

         Developed the curriculum for new hire orientation as well as new manager training.

         Trained key stakeholders in leadership, management development and team building.

 

Austin Diagnostic Clinic Aug. 1998-Feb. 2000

Behavioral Training Consultant

         Created, implemented and delivered group presentations to improve the health of clients.

Education

 

Bachelor of Science (BS), Education, Baylor University Waco, TX

Licenses

 

         General Lines Agent, Property & Casualty License; since 2005

 

         Independent Insurance Agents of Texas, Accredited Customer Service Representative; since 2005

 

 

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