George Bernard
AVP, Business Development Manager at Vault- Claim this Profile
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English Native or bilingual proficiency
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Bio
Experience
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Vault
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United States
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Insurance
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100 - 200 Employee
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AVP, Business Development Manager
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Mar 2021 - Present
Vault is the new standard in personal insurance, committed to delivering an unrivaled customer experience where every detail and interaction is thoughtful and unique. Vault builds strong and true relationships, giving their customers the luxury of feeling safe and protected before a claim even happens. The tenacity of a startup, backed by the financial and operational support of Allied World, and led by industry veterans - Vault is, quite simply, a better way to think about… Show more Vault is the new standard in personal insurance, committed to delivering an unrivaled customer experience where every detail and interaction is thoughtful and unique. Vault builds strong and true relationships, giving their customers the luxury of feeling safe and protected before a claim even happens. The tenacity of a startup, backed by the financial and operational support of Allied World, and led by industry veterans - Vault is, quite simply, a better way to think about insurance. Visit vault.insurance and experience the Vault difference for yourself. Show less Vault is the new standard in personal insurance, committed to delivering an unrivaled customer experience where every detail and interaction is thoughtful and unique. Vault builds strong and true relationships, giving their customers the luxury of feeling safe and protected before a claim even happens. The tenacity of a startup, backed by the financial and operational support of Allied World, and led by industry veterans - Vault is, quite simply, a better way to think about… Show more Vault is the new standard in personal insurance, committed to delivering an unrivaled customer experience where every detail and interaction is thoughtful and unique. Vault builds strong and true relationships, giving their customers the luxury of feeling safe and protected before a claim even happens. The tenacity of a startup, backed by the financial and operational support of Allied World, and led by industry veterans - Vault is, quite simply, a better way to think about insurance. Visit vault.insurance and experience the Vault difference for yourself. Show less
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Gulfstream Property & Casualty Insurance
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United States
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Insurance
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1 - 100 Employee
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Senior Territory Manager
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Oct 2017 - Mar 2021
Develop and maintain a high level of production through the execution of a detailed business plan including training, motivating, and developing successful working relationships with independent agents. Recruiting new business partners, onboard new agents and train sales staff on products offered to maximize production and accuracy when submitting business. Develop and maintain a high level of production through the execution of a detailed business plan including training, motivating, and developing successful working relationships with independent agents. Recruiting new business partners, onboard new agents and train sales staff on products offered to maximize production and accuracy when submitting business.
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UIG. The Agent Agency.
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Insurance
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1 - 100 Employee
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Marketing Representative/Broker
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Nov 2016 - Oct 2017
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American Modern Insurance Group
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United States
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Insurance
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700 & Above Employee
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Sr.Territorial Sales Manager, Creating relationships one at a time.
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Nov 2015 - Sep 2016
Managing American Modern clients in the Louisiana/Mississippi and Arkansas territory. Manage the prospecting, identifying and onboarding new clients. Work collaboratively with other departments to manage and achieve premium and profit goals set for the region. Collaborate with internal partners (Product, Underwriting, Actuary) to provide feedback and input on rate reviews, competitor insights, and field and market intelligence. Work closely with Marketing, Training, and Operations to ensure… Show more Managing American Modern clients in the Louisiana/Mississippi and Arkansas territory. Manage the prospecting, identifying and onboarding new clients. Work collaboratively with other departments to manage and achieve premium and profit goals set for the region. Collaborate with internal partners (Product, Underwriting, Actuary) to provide feedback and input on rate reviews, competitor insights, and field and market intelligence. Work closely with Marketing, Training, and Operations to ensure successful roll-out of product changes, systems, and marketing campaign. Show less Managing American Modern clients in the Louisiana/Mississippi and Arkansas territory. Manage the prospecting, identifying and onboarding new clients. Work collaboratively with other departments to manage and achieve premium and profit goals set for the region. Collaborate with internal partners (Product, Underwriting, Actuary) to provide feedback and input on rate reviews, competitor insights, and field and market intelligence. Work closely with Marketing, Training, and Operations to ensure… Show more Managing American Modern clients in the Louisiana/Mississippi and Arkansas territory. Manage the prospecting, identifying and onboarding new clients. Work collaboratively with other departments to manage and achieve premium and profit goals set for the region. Collaborate with internal partners (Product, Underwriting, Actuary) to provide feedback and input on rate reviews, competitor insights, and field and market intelligence. Work closely with Marketing, Training, and Operations to ensure successful roll-out of product changes, systems, and marketing campaign. Show less
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MetLife
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United States
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Insurance
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700 & Above Employee
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State Manager-Business Resources
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Jul 2014 - Aug 2015
Manage the overall business relationship with the financial business partners, in the area of recruiting, marketing and training. Manage the overall business relationship with the financial business partners, in the area of recruiting, marketing and training.
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Taylor and Sons Insurance and Financial Services
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United States
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Insurance
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1 - 100 Employee
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Regional Sales Manager
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Sep 2011 - Jul 2014
Taylor & Sons is a multi state agency, organized to provide cost-effective financial and insurance programs to a diverse group of public schools, federal and state agencies, business professionals, educators, and individuals. As the Regional Sales Manager at Taylor and Son’s Insurance and Financial Services, I served as a key component to the success and growth of the agency’s work site benefits, financial planning and life insurance business. Through strong leadership and a commitment to… Show more Taylor & Sons is a multi state agency, organized to provide cost-effective financial and insurance programs to a diverse group of public schools, federal and state agencies, business professionals, educators, and individuals. As the Regional Sales Manager at Taylor and Son’s Insurance and Financial Services, I served as a key component to the success and growth of the agency’s work site benefits, financial planning and life insurance business. Through strong leadership and a commitment to strong relationship building has been instrumental in expanding the financial planning and life insurance division of the agency. Joining the agency in 2011, when the agency’s primary focus was the work-site benefits market in the public education sector. In 2012 my leadership and experience directly contributed to expanding the financial services division by affiliating with a new broker dealer that provided the agency with new and innovative 403b/401k products for the agency’s financial portfolio. I also recruited experienced and new agents, training them to be successful producers in the agency. In my role, I managed the relationships with business managers, superintendents of public school systems and human resource departments of universities and private companies throughout the state of Louisiana and Mississippi. Produced and presented formal and informal presentations to these leaders, directly influencing the products offered to the employees in their section 125 plans. I managed annual enrollments, conducted retirement counseling and solicited brokers as a company representative for work-site products. I share a commitment to deliver an exceptional level of professionalism, service, and convenience with a scope of products that most effectively meet each client's financial and insurance needs. Show less Taylor & Sons is a multi state agency, organized to provide cost-effective financial and insurance programs to a diverse group of public schools, federal and state agencies, business professionals, educators, and individuals. As the Regional Sales Manager at Taylor and Son’s Insurance and Financial Services, I served as a key component to the success and growth of the agency’s work site benefits, financial planning and life insurance business. Through strong leadership and a commitment to… Show more Taylor & Sons is a multi state agency, organized to provide cost-effective financial and insurance programs to a diverse group of public schools, federal and state agencies, business professionals, educators, and individuals. As the Regional Sales Manager at Taylor and Son’s Insurance and Financial Services, I served as a key component to the success and growth of the agency’s work site benefits, financial planning and life insurance business. Through strong leadership and a commitment to strong relationship building has been instrumental in expanding the financial planning and life insurance division of the agency. Joining the agency in 2011, when the agency’s primary focus was the work-site benefits market in the public education sector. In 2012 my leadership and experience directly contributed to expanding the financial services division by affiliating with a new broker dealer that provided the agency with new and innovative 403b/401k products for the agency’s financial portfolio. I also recruited experienced and new agents, training them to be successful producers in the agency. In my role, I managed the relationships with business managers, superintendents of public school systems and human resource departments of universities and private companies throughout the state of Louisiana and Mississippi. Produced and presented formal and informal presentations to these leaders, directly influencing the products offered to the employees in their section 125 plans. I managed annual enrollments, conducted retirement counseling and solicited brokers as a company representative for work-site products. I share a commitment to deliver an exceptional level of professionalism, service, and convenience with a scope of products that most effectively meet each client's financial and insurance needs. Show less
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Allstate
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United States
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Insurance
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700 & Above Employee
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Agency Owner Manager and Special Investigation
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Oct 1990 - Sep 2011
Started career in the claims organization of Allstate Insurance and quickly advanced to a specialist that handled the most complex internal and external investigations from initial investigation to litigation direction and conclusion. Successfully made the transition to Sales as an owner manager of Allstate sales office, where I qualified for national and regional awards for sales and customer service. Successfully built a property and casualty business with proprietary products offered… Show more Started career in the claims organization of Allstate Insurance and quickly advanced to a specialist that handled the most complex internal and external investigations from initial investigation to litigation direction and conclusion. Successfully made the transition to Sales as an owner manager of Allstate sales office, where I qualified for national and regional awards for sales and customer service. Successfully built a property and casualty business with proprietary products offered through Allstate Insurance and brokerage firms offering specialty products outside the scope of Allstate. Show less Started career in the claims organization of Allstate Insurance and quickly advanced to a specialist that handled the most complex internal and external investigations from initial investigation to litigation direction and conclusion. Successfully made the transition to Sales as an owner manager of Allstate sales office, where I qualified for national and regional awards for sales and customer service. Successfully built a property and casualty business with proprietary products offered… Show more Started career in the claims organization of Allstate Insurance and quickly advanced to a specialist that handled the most complex internal and external investigations from initial investigation to litigation direction and conclusion. Successfully made the transition to Sales as an owner manager of Allstate sales office, where I qualified for national and regional awards for sales and customer service. Successfully built a property and casualty business with proprietary products offered through Allstate Insurance and brokerage firms offering specialty products outside the scope of Allstate. Show less
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Sentry
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United States
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Insurance
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700 & Above Employee
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Regional Field Adjuster
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Oct 1989 - Oct 1990
Regional field position in Alabama, where I completed personal and commercial claim investigation. Regional field position in Alabama, where I completed personal and commercial claim investigation.
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Education
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Louisiana State University
BS, Finance