J Patrick Kelleher
Insurance SME | 50-State P/C Licensed | AI Evaluation & RLHF | Regulatory Compliance
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About
Insurance Subject Matter Expert (SME) with over two decades of multifaceted experience across the insurance and entrepreneurial landscapes. Licensed in all 50 states and D.C. for Property & Casualty, and holding resident Michigan licensure for Life, Accident, and Health. My background spans the full insurance lifecycle, from high-volume telesales and independent agency operations to catastrophe adjusting and mortgage underwriting.
A seasoned entrepreneur and technical strategist, I leverage advanced AI automation and technical stacks to optimize business workflows and lead generation. I bring a unique blend of deep regulatory knowledge, claims expertise and a proven ability to scale operations through innovative technology and lean business principles.
Experience
P&C Telesales Specialist at Concentrix (2026-03 – Present)
P&C telesales specialist for the Farmers Insurance contract
- P&C telesales specialist for the Farmers Insurance contract
- Ensure quality monitoring compliance while meeting performance metrics and SLA adherence requirements
Independent Life Insurance Producer at DigitalBGA (2025-12 – Present)
Final Expense telesales specialist focusing simplified and guaranteed issue Whole Life products
- Final Expense telesales specialist focusing simplified and guaranteed issue Whole Life products
- Built and maintained a six state portfolio of Final Expense policies across seven carriers
- Built an automated speed-to-lead system with CRM workflows using Make.com and N8N
Licensed Insurance Professional at Qualfon (2024-08 – 2025-10)
USAA Project - Complex Policy Servicing & Member Advocacy
- Maintained customer satisfaction and compliance scores while working across multiple proprietary platforms
- Complex Policy Servicing & Member Advocacy
IA Roster Remote Desk Adjuster at Pilot Catastrophe (2023-08 – Present)
State Farm Certified Property/Fire claims adjuster
- State Farm Certified (Policy & Estimatics) Property/Fire claims adjuster
- Xactimate Level One Certified
- Experienced with CCC One for collision repair estimating
- Trained in wind and hail claims handling
Underwriter II at United Wholesale Mortgage (2023-11 – 2024-08)
Mortgage underwriting and lending guidelines analysis
- Analyzed borrower profiles and property valuations against federal and internal lending guidelines.
- Reviewed Proof of Insurance documentation, funds, and property valuations for file integrity.
- Managed high file volumes under SLA deadlines
VP Marketing & Data Science at KB Interactive LLC (2021-06 – 2023-05)
Data-driven omnichannel fundraising platform development and sales
- Developed and sold a data-driven omnichannel fundraising platform to executive nonprofit leadership
- Designed and engineered a strategy synchronizing third-party intent signals with USPS Informed Delivery data to trigger programmatic advertising
Production Manager at Identity Source (2020-10 – 2021-05)
Multi-line production management across printing and promotional products
- Managed production projects across multiple lines (screen printing, embroidery, DTF printing, and promotional products)
- Developed & trained new staff post-pandemic.
Founder and Operations Manager at Headfirst Printing (2011-09 – 2020-03)
Founded and scaled printing company to seven-figure revenue operation
- Grew the company from a two-person acquisition to a 17-employee, two-shift operation generating seven figures in annual revenue.
- Managed a multi-year General Motors OEM packaging contract requiring EDI integration and procurement compliance.
- Negotiated vendor contracts, managed capital equipment acquisitions and led all hiring and training.
SOP Audit Manager & Sr Operations Manager at FedEx Office (2001-08 – 2010-10)
Multi-location operations management and SOP audit improvement programs
- Managed five locations and 135 employees
- Implemented district-wide audit improvement programs across the Midwest region
- Awarded the 2009 Presidents Club for leading the Detroit stores to the #9 location in the country
- Executed and trained staff on SOP frameworks used across the region for district level quality, throughput and compliance
Education
Certificate in Computational Investing – Georgia Institute of Technology (2013 – 2013)
Guest Lecturer in Business Operations and Scalability – College for Creative Studies (CCS) (2010 – 2010)
