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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • President
      • Jun 2018 - Present

      An industry leader dedicated to realizing Dempsey & Siders’ vision. I set the strategic direction and oversees the day-to-day execution of the agency’s goals. My commitment to growth, development, and securing the best talent is rooted in our client-focused service model, which is the heart of our agency. An industry leader dedicated to realizing Dempsey & Siders’ vision. I set the strategic direction and oversees the day-to-day execution of the agency’s goals. My commitment to growth, development, and securing the best talent is rooted in our client-focused service model, which is the heart of our agency.

    • United States
    • Insurance
    • 700 & Above Employee
    • Divisional Vice President - Marketing
      • Jun 2012 - Jun 2018

      Coordinate overall sales and marketing strategies for the division, including sales coaching/mentoring, agency development, agency advisory council, market demographics, promotions and advertising. About Great American’s Specialty Human Services: The Specialty Human Services Division, with offices in Chicago and Cincinnati, serves over 12,000 social service organizations, non-profit agencies and for-profit businesses in the U.S. and Canada, and has been an industry leader in providing insurance to the social and human services market since 1980. Great American’s Specialty Human Services provides insurance solutions to various religious denominations as well as arts and cultural, educational and grant making organizations both on an individual as well as program basis. Show less

    • United States
    • Insurance
    • 700 & Above Employee
    • Assistant Vice President of Marketing
      • Apr 2010 - Jun 2012

      Developed and executed marketing and sales strategies in conjunction with the Regional Teams. Conducted annual agency reviews and planning to ensure agency development and actions were aligned with company objectives. Provided training, coaching/mentoring and work direction to the Regional Marketing teams. Aggressively monitored results and adjusted accordingly to maximize growth and profits. Managed, developed and maintained a high performance functional team – Marketing Managers, Consultants, Designers and Agency Interface. Successfully onboard all Territory Manager and Agency Specialist new hires. Show less

    • Territory Manager
      • Dec 2006 - Mar 2010

      Lead the agency management process for the Southern Ohio territory which included more than 60 master agencies and $55 million in premium. Accountable for achieving territory financial results including new business, rate, retention and profitability. Named TM of the year in 2009. Demonstrated a strong understanding of the marketplace, product and service offerings as well as industry and demographic trends; monitored key competitors within the territory and developed mitigation plans where appropriate. Developed agency relationships that fostered long-term partnerships; appointed qualified agencies that demonstrated a need for Liberty’s products and services. Show less

    • Planning Budgeting Coordinator
      • Jul 2004 - Dec 2006

      Lead the company’s forecasting and planning process. Coordinated the company's written business plan. Created a ‘bottom-up’ agency-level planning tool to support our financial objectives.Developed and monitored the Underwriting and Claim budgets in conjunction with the Corporate Finance group. Supported key financial/operational controls and compliance practices by actively contributing to Sarbanes Oxley best practices and initiatives.

Education

  • Wright State University
    Accounting & Finance
    1994 - 1997

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