Work Experience

Business Development (Sales & Marketing)

  • Strategy
    • Growth Strategies & Go-To-Market Planning
      • Market Penetration
      • Market Development, Product Development
      • Diversification
  •  Tactics
    • Sales Methodologies
      • Challenger, Consultative, Solution
      • Business Case Methodology
        • Exploratory, Discovery, Preliminary Business Case, Final Business Case
    • Marketing Methodologies
      • Digital Content Marketing
        • Audit, Research & Brainstorm, Produce, Distribute & Measure, ROI
        • Website, SEO, Content Marketing, Email Marketing, Social Media Marketing, Pay Per Click
      • Demand Generation
        • Strategy, Events, Direct Response, Interactive, Content
        • Account Based Marketing
      • Lead Nurturing
        • Nurture, Score, Route, Automate, Measure, Report
          • Inform, Educate, Engage, Convert
  •  Execution
    • Sales
      • Engage, Qualify, Propose, Negotiate, Close

Account Management

  • Strategic Account Management Process
    • Account Selection, Account Planning, Resource Allocation, Execution, KPIs

Analytics

  • Data Management
  • Analytic Modeling
    • Descriptive
    • Diagnostic
    • Predictive
      • Logistic Regression, Time Series Analysis, Decision Trees
    • Prescriptive
      • Machine Learning, Natural Language Processing
  • Visualization

Business Process Management

  • Process Re-engineering
  • Outsourcing & Offshoring

Insurance Company Operations

  • Insurance Company Value Chain
    • Distribution, Underwriting, Product & Pricing, Claim Management, Policyholder Services & Customer Experience, Finance & Accounting, Risk Management & Compliance
  • Commercial P&C Claim Management Services
    • Third Party Administrator

Risk Management & Insurance

  • Risk Management Process
    • Risk Assessment
    • Risk Mitigation & Avoidance
    • Risk Transfer & Financing
      • Self Insurance
      • Group Self Insurance & Risk Retention Groups
      • Captive Insurance
        • Single Parent | Pure Captive, Association Captive, Group Captive, Rent A Captive, Agency Captive, Cell | Segregated or Series Captives, Special Purpose Financial Captive

Sectors

  • Insurance | Reinsurance | Risk Management
  • Property & Casualty (Commercial & Personal) | Life
  • Insurance Companies | Intermediaries | Large, Middle & Small Commercial
  • Delegated Binding Authorities
    • Specialty U/W Programs – Program Administrators
    • Managing General Agents
    • Coverholders

Persona

  • Strategic thinker skilled in defining vision, setting direction and driving activities that increase revenue.
  • Thought leader with the ability to inspire people with innovative ideas that ultimately become reality.
  • Consultant to large enterprises resolving business problems and delivering business impact.
  • Builder of go-to-market plans and systems that improve market presence and new client acquisition.
  • Sales effectiveness practitioner delivering improvements in sales key performance indicators.
  • Sales producer consistently achieving revenue goals and delighting clients.
  • Responsible steward making sense out of complexity and making sound business decisions.
  • Leader and team builder motivating and empowering people to achieve their full potential.