Utica National Insurance Group

Marketing Segment Spec

*	Coordinate and deliver countrywide sales and marketing training issues, including design, development and delivery of training programs.
*	Develop and implement sales training strategy for sales and marketing organization. 
*	Lead field sales webinars.
*	Confer with segment leaders and employees to identify areas where training can be beneficial. Create training solutions in the areas of policies, procedures, regulations, business initiatives and technologies. 
*	Assess market performance and identify gaps.
*	Provide analytical assistance to segment owners to support sales efforts.
*	Provide marketing support by identifying, developing and managing company programs.
*	Support interaction with key policyholders and agents in various forums to promote and improve programs through development of targeted marketing and sales collateral.
*	Support Communications Team development of advertising and marketing collateral.

Sales Trainer and Personal Lines Sales Support

Creating, developing & implementing sales strategies, action plans to drive Personal Lines sales and profit performance.

Developing & delivering internal & external Product & Sales Strategy Training.

Creating, developing & implementing sales & marketing campaigns to drive consistent profitable growth.

Creating innovative approaches to increase agent activation effectiveness.

Training Insurance Agencies on Personal Lines Products to increase engagement.

Developing sales playbook & marketing collateral on Personal Lines Products & Sales.

Personal Lines Performance Specialist

Leading innovation on all personal lines product lines through idea generation, market research, and project execution.

Providing vital market intelligence for the product & rate implementation team for new products to ensure timely delivery with a meaningful solution.

Leading cross-functional partnerships to build out and vet potential ideas that result in a positive ROI and business impact to our Personal Lines business segment. 

Identifing key and differentiating product features through discussion with various constituents.

Identifing new ways to write business to attract new customers and retain current customers.

Recommending and influencing improvements in processes, systems and marketing to facilitate a successful portfolio of projects.

Director of Personal Lines Products & Innovation

*Subject matter expert for all Personal Lines auto and casualty products.

*Analyze competitve environment and build strategy for each product line. 

*Collaborate with cross functional team to design casualty solutions with pricing options for a competitive advantage.

*Identifying market trends and areas of opportunity for growth and expansion.

*Analyze strengths and weaknesses of product line compared to competition.

*Assist in identifying and delivering training for internal and external customers.

*Identify and collaborate to select competitive analysis tools and technologies.

Countrywide Personal Lines Auto Product Manager

*Support educational and development programs.

*Development, design and training of corporate project management methodology.
 
*Develop content and work with various subject-matter experts to deliver learning solutions.

*Construct performance improvement plans to address gaps in learning, execution and process.

*Analyze current programs and procedures for performance improvements. 

*Research and develop interactive training session for underwriting, customer service and marketing staff.

*Construct a new employee onboarding program.

*Provide solutions for KPI identification and effective motivational display.

*Research and development of :
Core values and performance expectations,
Performance improvement,
Employee engagement and retention: and
Change management.

Learning and Performance Associate

Progressed with increasing underwriting responsibilities from an Underwriting Trainee to Account Underwriter.

*Analyzed all lines of personal lines business to determine profitability.

*Identified trends in marketing, loss control and underwriting issues.

* Mentored other underwriters to facilitate growth and productivity.

Personal Lines Account Underwriter

MetLife

Senior Policyholder Service Representative

Broad-based expertise developed from over 25 years in various disciplines within the insurance industry spanning Product Development and Innovation, Product Management, Performance Improvement, Customer Experience, Underwriting, Project Management and Learning.


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