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Work experience

Jan 1999May 2009

Operations Manager/Personal Lines Manager

Commercial Insurance Group, Inc.
  • Hired as Personal Lines Manager for three offices with responsibility for sales and service
  • Developed business plan, job descriptions and procedures manual for Personal Lines
  • Consolidated carriers from 12 to 5 to maximize profit sharing
  • Negotiated book transfer incentive to fund producer
  • Agency used Sagitta and TAM - began downloading policies to both systems and increased use of automation and available technology
  • Completed agency management system "clean up" in order to have correct reports
  • Developed sales contests and incentives increasing Personal Lines sales
  • Created Personal Lines sales brochure for homeowners
  • Worked with COO to negotiate acquisition of  mortgage owned Personal Lines agency, merged the agency and management system and developed relationship with loan officers
  • Negotiated carrier contracts for South Carolina office
  • Instituted Transactional Filing for Personal Lines and later scanning for office
  • Led team for three data conversions - three TAM to TAM conversions and two Sagitta to TAM
  • Proposed and implemented PTO program
  • Promoted to Operations Manager managing Personal and Commercial service staff
  • Developed procedures manual for Commercial Lines
  • Worked with COO to re-write Employee Handbook
  • Collaborated with IT to develop the agency website including content and resources
  • Proposed increased functionality of Intranet to house Employee Hand book and Procedures Manual
Nov 1994Jan 1999

Vice President

PLI Brokerage, Inc.
  • Chubb purchased Alexander & Alexander's Personal Lines division closing the majority of the offices
  • Served as manager of the Charlotte office
  • Responsible for sales and service staff and personal sales
  • Developed sales and marketing plan for the office which was used as a prototype for other managers
  • Developed lead sources for sales including a contract with a large regional real estate company
  • Served on commmittee to select agency management system and selected as one of the two pilot offices for the system including complete set up of the system on a LAN and establishing all codes, documents and proposal templates
Aug 1980Nov 1994

Vice President

Alexander & Alexander, Inc.
  • Began as Personal Lines Representative.  Responsible for sales and service for a book of business. 
  • Promoted to Personal Lines Manager and AVP.  Responsible for managing the department including sales and service, carrier relations, developing a business plan and budget, training, and HR responsibilities including interviewing, hiring and terminations. 
  •  After relocating to Charlotte to manage the Personal Lines Department, promoted to Personal Lines Manager of the Carolinas and VP.  Responsbile for departments in Charlotte and Winston-Salem. 
  • Promoted to Area Personal Lines Manager with offices in Charlotte, Winston-Salem, Richmond, Nashville, Atlanta and Miami. 
  • Served on national task force to develop the business unit's procedures manual.
  • Served on national committe to develop procedure for implementing new automation system and selected as one of two pilot offices for new automation system - Delphi.
  • Consolidated business with select carriers to maximize profit sharing and negotiated incentives from carriers.
  • Developed several brochures and relocation packet for use in sales
  • Implemented Client Annual Review in all offices
  • Held training session for Met Property & Liability in Utica, NY office when they entered NC as a market
Aug 1976Jun 1980

Personal Lines Supervisor

Continental Insurance Company
  • Began as Personal Lines rater and progressed to Personal Lines Supervisor
  • Supervised staff of 22
  • Served on 2 person team to work with programmers to identify and document errors in the computer rating and issuance implementation of the "Personal Package Policy"
  • Trained agents on Continental's agent's office automation - the "Time Machine"


Robert Brady

Bob was the Personal Lines RVP with Travelers in the Charlotte office.

Joyce Kronenwetter

Teresa Hutchins

Teresa worked for me at Alexander & Alexander in service and then in sales.

John Stanley

John was the Branch Manager when I first joined Alexander & Alexander as  Personal Lines Representative

Accomplishments or Awards


Skilled in managing staff of small to mid-size offices and in multiple locations.  Competent in strategic thinking and decision making.  Expertise in developing processes, procedures and use of technology to increase efficiency and increase quality.  Experienced in budgeting, developing and implementing a departmental business and sales plan.  Proficient in system data conversions and consolidation of offices and staff.  Accomplished in analyzing the special needs of large Personal Lines clients and developing relationships with clients, lead sources and carriers.


Designations and Licenses

  • CIC (Certified Insurance Counselor)
  • AAI (Accredited Advisor in Insurance)
  • Completed INS 21,22 & 23
  • NC P&C License
  • SC P&C License
  • NC Broker's License
  • SC Broker's License