Distribution Leader/Relationship Consultant
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Insurance professional with 25 years in the business, specializing in agency distribution, strategic partnerships, and profitable growth. Passionate about building trusted relationships that align production with underwriting discipline and long-term success. Known for consultative leadership, strengthening agency performance, and developing niche programs that drive sustainable results.
ANCHOR INSURANCE AGENCIES - Nonprofit Programs Manager/Producer July 2019 – Present
Lead program operations specializing in religious nonprofit markets. Responsible for all sales, marketing, carrier relations, underwriting coordination, and customer service functions.
Key Achievements • Built $4,000,000 premium book within four years of program launch.
GUIDEONE INSURANCE COMPANY – Sales Director: Mid-Atlantic & California Regions February 2017 – July 2019
Managed regional distribution for independent agencies across multiple states, ensuring alignment with corporate production and profitability objectives.
• Drove new business growth through agency recruitment, training, and strategic territory planning.
• Partnered with underwriting teams to identify profitable opportunities within the church and nonprofit niche. Key Achievements • Appointed and trained 35 new agencies in target niches, increasing regional premium production.
• Developed “HRGuide” vendor partnership initiative to add value for policyholders.
• Delivered market intelligence and analysis to executive leadership, sales teams and agency partners to improve competitiveness.
CHURCH & CASUALTY INSURANCE AGENCY – Account Executive and Regional Manager September 2001 – December 2011; November 2012 – January 2017
Directed sales and service of more than 2,000 clients across four territories during tenure, focusing on religious organizations and assisted living facilities.
• Coached and mentored staff, conducted performance evaluations, and led client risk management seminars.
• Maintained strong territory performance through disciplined pipeline management and customer retention. Key Achievements • Exceeded sales targets in multiple consecutive years • 2004 Agency Salesperson of the Year • Promoted to Regional Manager overseeing Central California sales and operations, responsible for growth and supervision of office staff.
Certified Insurance Counselor (CIC) – The National Alliance for Insurance Education & Research, 2015
National Insurance Producer Number 6544966 Property | Casualty | Accident & Health or Sickness | Life Licensed in 16 States, including OH, PA, MD, VA, NY, NC, SC, GA, FL, TN, TX, MS, IN, IL, MO and KY
University of Northwestern, Roseville, MN Coursework: Communications & Journalism
Pacific Christian College (Hope International University), Fullerton, CA
(Note: Attended four years of college, but did not complete degree)
