Houston, Texas, United States
THE VALUE I BRING Throughout my extensive insurance leadership career, key elements have remained consistent: identifying new opportunities, cultivating customer relationships, launching new products and building strong sales agents and customer service associates. • Serving as an educational resource to customers has been instrumental in my success. • Building and leading a customer-first culture is paramount to growing a successful business. • Having a “hunter” mentality has been crucial in identifying and launching new products and in identifying new markets for expansion. • Acquiring and integrating agencies that drive market share growth and dominance. MY PHILOSOPHY • Deliver unprecedented customer service and wow the customer with valued-added products and services. • Ensure customer retention and cultivate a referral pipeline to perpetually fuel new business. • Mentor, train and empower sales teams to develop future leaders. MY LEADERSHIP STRENGTHS Key areas of strength that deliver results: Agency Development & Management • Strategic Planning • Talent Acquisition & Development Client Acquisition & Retention • Technology Implementation • Sales Training & Education Execution Strategies • New Market Penetration & Positioning • Consultative Solutions Selling Compensation & Incentive Planning • Teambuilding & Coaching • Risk Management Underwriting • Claims • Actuarial & Accounting Practices • Product Development & Launch I can be reached directly at: [email protected]
• Guided successful integration of TPIA into Soules Insurance Agency, LP, a subsidiary of Dean & Draper and remained on as a sales advisor and top producer of property, casualty, life and health products. • Provide strategic leadership in business development, agency expansion, performance management, efficiency improvement and sales optimization.
• Established an independent insurance agency from inception offering commercial and group health, life, disability, workers compensation, personal lines, risk management and financial services products. • Held agency leadership for P&L, strategic business planning, sales and market strategy, talent recruitment (agents, admins and customer service associates), technology implementation, insurance carrier relations, partnership development, individual and group presentations, client development and retention. Created policies and procedures and customized coverage for clients. Championed and executed marketing plans for product rollouts. • Led the acquisition and integration of insurances agencies in Houston and Dallas to expand market presence. • Guided startup of an Association Health Plan (AHP) with Prudential and other carriers. • Grew plan to 2,800 participants. Led sales, underwriting, claims processing and regulatory activities. • Drove agency from a zero base to $15 million in insurance sales and negotiated agency’s sale to Dean & Draper Insurance.
• Established an office products company and grew it to $1.75 million. • Negotiated company’s profitable sale to an aggregator to enter the insurance industry.