Terri Mlotek

Senior Operations Manager, Alera Group Healthcare Liability Team, Chicago. Successful, Driven, Powerful Leader.

Greater Chicago Area

About

I'm as passionate about my business life as I am about my personal life. That balance keeps me grounded. I surround myself with people who are also passionate about their work, their lives and their futures. With this, I can drive people to succeed beyond their own expectations. Culture in any organization is key to consistent growth. Respecting staff, training and support will always win respect. Educating the consumers is also key. That is the only way the independent agent will survive. By securing the relationship it was founded on; trust, respect knowledge and integrity. My proven reputation in the insurance industry, along with my leadership success speaks volumes about my commitment. Thanks for checking out my page. Want to know more about me? Let's connect and talk about how we can inspire each other to greatness!

Experience

  • Senior Operations Manager at Alera Group (HCL)
    May 2024 - Present · 2 yrs 2 mos

    Providing overall management and oversight of daily operations as well as collaborate with the Management team on strategic direction. This includes supervision of approximately 25 service team members across various offices, design and implementation of operational processes for productivity and compliance, and establishment and delivery of key sales and service reporting metrics. Optimize the use of various technology platforms for agency management, sales tracking and automation.

  • P & C Operations Manager at AssuredPartners
    Aug 2023 - Apr 2024 · 9 mos

    Commercial and Personal Insurance agency operations management. Staffing. Marketing relationships. Sales, retention.

  • Heil and Heil Insurance Agency (17 yrs 7 mos)
    • Sr. Vice President of Operations-Personal Lines/Commercial/Benefits
      Aug 2005 - Feb 2023 · 17 yrs 7 mos

      Leadership role involving crucial decision towards future growth of agency. Director of Personal Insurance Department, Licensed Insurance Agent, CISR, Auto Insurance, Home Insurance, Valuable Articles, Umbrella Liability, Relationship Manager, Personal Lines Marketing, Social Media Marketing.

    • Vice President of Operations
      Aug 2005 - Jan 2023 · 17 yrs 6 mos

      Maximizing goals and contingencies through carrier relationships. Staff liaison with respect to sales, customer service, risk management, HR and compliance. Digital social media, brand awareness, networking, television and radio advertising and marketing. Website design and implementation.

    • Sr. Vice President of Operations
      Aug 2005 - Jan 2023 · 17 yrs 6 mos

      Key facilitator of carriers, staff, revenue, contingencies, sales and service. Digital marketing with focus on increased sales. Daily operations with focus on risk management and compliance. Human resource liaison. Leveraging relationships with companies, clients and prospects. Bridging gaps between departments to increase revenue. Brand awareness spokesperson.

  • Insurance Agent/ Home Auto Department Manager at Dann Insurance
    2003 - 2005 · 2 yrs

    Supervised a staff of quality insurance agents as well as handled a large volume to top tier high value clients; all while still generating new revenue for the department.

  • Insurance Agent/ Personal Home Auto Department Manager at T.A. Cummings Jr. Co
    May 1999 - Jul 2003 · 4 yrs 3 mos

    Supervised a staff of quality insurance executives, while looking for new ways of generating revenue for the department.