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A few things about me: - I help independent agency owners manage profit and growth at the same time. - 11 years in the insurance industry. - Helped a regional carrier build and scale an agent and voice of customer program. - Helped build a new broker quoting and servicing portal. - Served as an internal consultant on agency operations with a regional carrier to bridge gaps. - Worked as a project manager for a national agency to build, refine, and roll out sales enablement analytics platform. - Primary data POC for key carrier partners in a lead sharing program that accounted for over $1B written premium. - Key business analyst to facilitate contracts and book transfers for agency acquisitions. - FP&A to reconcile producer lift-out book purchases and new producer validation for a regional agency. - Formulated SOP for a regional insurance agency's marketing procedures and then developed training to educate new producers and account managers.
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