J Patrick Kelleher

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.

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

Certificate in Computational Investing – Georgia Institute of Technology (2013 – 2013)

Guest Lecturer in Business Operations and Scalability – College for Creative Studies (CCS) (2010 – 2010)