Experience

SAN Group

• Insurance
• 1 - 100 Employee

• Chief Operating Officer

  • Aug 2022 - Present

  Hampton, New Hampshire, United States



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• AVP & Region Director (CT, MA & RI) - Safeco Insurance

  • May 2018 - Jul 2022

  Boston, MA

• Director & Senior Manager - Voluntary Benefits Sales

  • Oct 2015 - May 2018

  Boston, MA Led a countrywide team of Benefits Sales Professionals to include assignment of territories, pipeline management, forecasting and reporting. Responsible for a single organizational view of the entire employer prospect universe, including both internal and external data. Oversee the sales compensation program for the Benefits Sales Professionals. Ultimate responsibility for the completeness and integrity of the data in the Customer Relationship Management system. Collaborate with… Show more Led a countrywide team of Benefits Sales Professionals to include assignment of territories, pipeline management, forecasting and reporting. Responsible for a single organizational view of the entire employer prospect universe, including both internal and external data. Oversee the sales compensation program for the Benefits Sales Professionals. Ultimate responsibility for the completeness and integrity of the data in the Customer Relationship Management system. Collaborate with channel owners to maximize the commercial opportunities for the complete business. Represent the Benefits Sales Team in cross-functional projects. Analyzes sales results and proactively address issues/concerns. Oversee recruitment, hiring, training and development of a team. Develop sales objectives/goals, assigns accounts and monitors workload. Oversee performance appraisals and provides coaching and career guidance to staff.

• Senior Branch Manager - LM Direct

  • Feb 2007 - Oct 2015

  Danvers, MA Responsible for overall operating results of a Branch Office consisting of Liberty Mutual direct Sales Representatives and Service staff. Oversee and manage short and long term strategic plan of operation Executed day-to-day management of a direct staff of twenty-six front-line sales and service employees including; coaching, developing, and motivating employees to achieve results which meet or exceed goals and objectives Responsible for development of New Business and… Show more Responsible for overall operating results of a Branch Office consisting of Liberty Mutual direct Sales Representatives and Service staff. Oversee and manage short and long term strategic plan of operation Executed day-to-day management of a direct staff of twenty-six front-line sales and service employees including; coaching, developing, and motivating employees to achieve results which meet or exceed goals and objectives Responsible for development of New Business and Retention Plans and implements marketing and sales strategies for Personal Lines Insurance for assigned territory Strategic Consulting, including business plan & sales strategy development Analyze data to establish progress towards goals and identify potential obstacles. Manage continuous improvement in sales and service productivity, ensuring the delivery of quality training and development programs. Ensure proper staffing goals are met, and manage activities associated with the selection and performance of employees within Branch Ensure state and federal compliance to applicable laws and regulations. Advises management of pertinent information and recommends actions. Participates in corporate and regional strategy planning through committees, task forces, and meetings.

• Supervising Senior Business Analyst

  • Jun 2005 - Feb 2007

  Boston, MA Performed research and provided analysis to support business operations of Personal Market’s Affinity Underwriting and Administration Responsible for Performance and Motivation of Business Analyst Issued monthly reports critical to Liberty’s business Operations Planned, scoped, developed and implemented the Affinity Marketing Key Measures Report which reports multiple key business metrics by sales channel, segment, customer, and account manager for all of Personal Market’s… Show more Performed research and provided analysis to support business operations of Personal Market’s Affinity Underwriting and Administration Responsible for Performance and Motivation of Business Analyst Issued monthly reports critical to Liberty’s business Operations Planned, scoped, developed and implemented the Affinity Marketing Key Measures Report which reports multiple key business metrics by sales channel, segment, customer, and account manager for all of Personal Market’s Affinity business. Streamlined several processes using customer friendly automation which reduced report production time by more than 10 hours per month Developed, implemented, and presented to Senior Management new methodology in developing countrywide conversion rates

• Business Analyst II

  • Feb 2004 - Jun 2005

  Boston, MA Performed research and provided analysis to support business operations of Personal Market’s Actuarial Department Maintained various databases to support monthly reports Responsible for the Management of the Actuarial Intranet Website Responsible for analyzing and calculating Loss Reserves Streamlined and automated processed using VBA and MS Access to reduce report production time. Created several complex MS Excel models and macros to automate monthly… Show more Performed research and provided analysis to support business operations of Personal Market’s Actuarial Department Maintained various databases to support monthly reports Responsible for the Management of the Actuarial Intranet Website Responsible for analyzing and calculating Loss Reserves Streamlined and automated processed using VBA and MS Access to reduce report production time. Created several complex MS Excel models and macros to automate monthly deliverables Created MS Access appliactions used to allocate loss reserves for month-end book close



International Subrogation Managment

• United States
• Insurance

• Finance/Premium Administrator

  • Dec 2000 - Feb 2004

  Salem, MA Responsible for the daily internal accounting duties and the preparation of monthly, quarterly, and year-end financial statements. Managed accounting and administrative functions for over fifty client escrow accounts including check production, interest allocation, and balance maintenance/reporting. Prepared and collected monthly IMCS time and expense fee billings as well as requested and collected funds used to reimburse claims. Gathered and analyzed data used to prepare… Show more Responsible for the daily internal accounting duties and the preparation of monthly, quarterly, and year-end financial statements. Managed accounting and administrative functions for over fifty client escrow accounts including check production, interest allocation, and balance maintenance/reporting. Prepared and collected monthly IMCS time and expense fee billings as well as requested and collected funds used to reimburse claims. Gathered and analyzed data used to prepare monthly budgets. Managed premium collection process. Modified accounting control procedures to ensure separation of duties for Audit compliance Analyzed premium payment trends to Assist Vice President with budgeting and planning Show less