Experience

Allianz Trade in North America

• United States
• Insurance
• 200 - 300 Employee

• Vice President- National Customer Service Director

  • Mar 2017 - Present

  • Oversight of 25 person operation interfacing with external customers and 80+ internal sales agents and 300+ brokers for insurance policy management requests. Transformed company’s service model from a call center to a dedicated point of contact model. • General oversight of strategies to transform service approach including digital evolution • Oversight of 12 person team executing renewal business sales & underwriting for small/medium sized business. • Oversight of a 3 person team… Show more • Oversight of 25 person operation interfacing with external customers and 80+ internal sales agents and 300+ brokers for insurance policy management requests. Transformed company’s service model from a call center to a dedicated point of contact model. • General oversight of strategies to transform service approach including digital evolution • Oversight of 12 person team executing renewal business sales & underwriting for small/medium sized business. • Oversight of a 3 person team executing financial administrative operations.

• Vice President- Head of Third Party Distribution

  • Feb 2013 - Feb 2017

  • Oversight of business development from third party channels (brokers, banks) via 5 producer team throughout the US & Canada. • Responsible for initiating strategic partnerships within these channels including cross-selling with sister companies to achieve revenue targets. • Built department from proof of concept, through hiring and achievement of annual business plans.

• Vice President- Director of Marketing

  • Sep 2010 - Feb 2013

  • Oversight of the development and execution of the marketing plan for the Americas’ Region (US & Canada). • Managed team of ~20 individuals. • General oversight of Lead Generation, CRM (implemented), Prospect Information, Customer Satisfaction, Branding, Websites, and Strategic Marketing through global Board of Directors.

• Assistant Vice President- Project Manager

  • Jan 2009 - Aug 2010

  • Responsible for building/implementing of in-house policy administration system on a Java-based platform. • Coordinated all change management aspects through 4 core business departments.

• Assistant Vice President- Commercial Underwriter

  • Feb 2008 - Jan 2009

  • Responsible for underwriting of new prospect accounts to achieve company revenue budgets in compliance with strategic requirements. • Coordinated/negotiated with sales agents to achieve business goals.

• Client Service Manager

  • Jun 2006 - Feb 2008

  • Responsible for all customer service aspects for the company's Western Region. • Hired, trained and managed servicing staff (5 members). • Responsible for the coordination of all sales staff activities (25 members).

• Business Development Manager

  • Jan 2003 - Jun 2006

  • Oversight of strategies for business development activities to generate 4,000 leads via phone per year for 80+ internal sales agents. • Grew staff from 4 to 13 members (including hiring and training). • Grew revenues of department from $2MM to $8MM annually, exceeding targets in all years.

• Business Development Specialist

  • Jun 2001 - Dec 2002

  • Responsible for the marketing of credit insurance to chief decision makers of commercial organizations via telephone in efforts to set appointments for sales agents. • Lead entire staff for appointments, applications, policies and premium.