Corvus Insurance

AVP, Head of Marketing

Senior Director, Growth Marketing

Liberty Mutual Insurance

Consultant

I lead marketing and communications strategy to drive new business, expand market share and increase agency storefront sales. I leverage market insights and data analytics to create compelling marketing campaigns for key distribution priorities, and promote property and casualty products with over $12B in direct written premium. I build an inclusive and innovative culture, fostering collaboration across the organization. I manage and develop a team of marketing and program managers.

Highlights include:

Skillfully leading high-performing marketing teams, developing results-oriented strategies and sales enablement solutions that promote products, programs, services, and areas of innovation and expertise.

Implementing an agile marketing and digital engagement model, utilizing data analytics and market research to measure marketing effectiveness, launching new products and identifying opportunities for future optimization.

Delivering a consistent funnel of relevant, integrated, and benefit-focused products and solutions via omni-channel marketing to engage agents, track behavior, and achieve business priorities. 

Designing a targeted engagement strategy to improve quotes and upper level funnel metrics, resulting in a 10% increase in storefront policy sales.

Effectively managing change through multiple company reorganizations, promoting cross-team collaboration to meet priorities without business interruption.

AVP and Manager, Agent Channel Engagement, Personal Lines & Small Commercial

I defined and developed integrated marketing strategies to support the small commercial business unit with $4.6B in NWP. I provided marketing thought leadership and subject matter expertise for senior leadership, cross-functional teams and client partners. I managed a team of 11 in executing regional and national marketing communications plans and achieving established KPIs and business objectives.

Successes included:

Centralizing marketing communications from 8 regions into one team, driving consistent messaging and gaining workflow efficiencies while saving the organization $500K.

Launching a successful omni-channel product campaign to improve competitive position in the marketplace, enabling agent partners to drive a 3.5% growth in new business premium.

Manager, Marketing Strategy & Operations/Director, Marketing Communications

Senior Program Manager, Marketing Development, Commercial Markets 

Homesite Insurance

I built productive partnerships with Progressive, Nationwide, Wells Fargo, and Prudential insurance carriers by promoting property products with client base. I established and maintained a client pipeline by providing unparalleled customer service, and increased new business and client retention through customer-centered marketing and outreach. 

Achievements included:
Designing the promotion and marketing strategy for partner carrier’s products resulting in over 3K new policies secured weekly. 

Increasing preferred business and revenue across channels through effective growth strategy and skilled relationship building leading to $500M in DWP.

 Partner Relationship Manager Manager

Momentum Partners, LLC

I was recruited to this start-up marketing and consulting firm to provide strategic guidance, product innovation and tactical execution for financial services clients including mutual fund complexes, investment managers, wealth advisors, retirement services providers and non-profit organizations.

Highlights included:

Directing the transition and consolidation of 529 plan assets to Oppenheimer Funds, and developing a distribution strategy for new advisor channels.

Leading the rebranding for an investment advisory firm with over $1B in assets under management to improve their competitive position, communicate business value and increase market visibility.

Principal

Evergreen Investments

I championed and managed product development and marketing initiatives for Evergreen Investments/Wachovia Bank (now Wells Fargo) including 529 plans and retirement products, focusing on business growth strategies and performance. I built revenue-generating relationships with partners and clients, guided strategic direction and communications of products to external stakeholders and provided insight and expertise at industry conferences. 

Successes included: 

Skillful management of CollegeSense 529 Plan of New Mexico with $800M in assets under management, resulting in increased AUM to over 60% and $500M for the organization.   

Leading the Wachovia Retirement Services relationship, resulting in increased referrals and deal flow.

Vice President, 529 Plans & Retirement Product Manager

Putnam Investments

Assistant Vice President

Marketing Strategy and Operations Executive. Strategic business leader focused on optimizing communications and marketing technology to promote engagement, grow new business and drive revenue for B2B, B2C, retail and institutional brands. 

I thrive on developing and delivering innovative marketing solutions and fostering data-driven methodologies, and use a collaborative approach to align communications with business priorities. I’m recognized for my exceptional customer service skills and building productive client relationships that maximize business reach. 

My additional areas of expertise are: Organizational Leadership, Strategy, Plan, Design and Execution, Cross-functional Collaboration, Digital Engagement, Integrated Marketing, Brand Management, Market Research, Analytics and Insights, New Product Launch, Sales Enablement, Partnership Development, Customer-Centric Focus and People Development


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