Objective

Focus sales & marketing experience on growing product lines organically and thro
ugh acquisition. Provide transparency and clear vision of direction across all
areas of business, distribution, operations and technology. Concentrate commerc
ial lines expertise in areas of Property & Causality and Life & Health.
Focus Areas
* New Business and Retention Planning
* Sales and Marketing Strategies and Tactics
* Sustainable Growth Planning and Execution
* Market Assessment and Competitive Planning
* Customer Satisfaction and "Ease of Doing Business" Strategies
Work Experience
Aon-Affinity Insurance Services, Hatboro, PA
Vice President - Marketing July 1997 to Present
Affinity Insurance Services is a marketing and sales organization for Property &
Casualty and Life & Health products, which integrates insurance product develop
ment, marketing strategy, delivery and service to various sponsored association
clients in both the nonprofit and for-profit sectors.
- Responsible for marketing an affinity program division within Affinity Insuran
ce Services that generates $23 million in revenue and $12.5 in trading profit. R
esponsible for profit and loss.
- Responsible for executing and integrating various marketing approaches that ha
bitually produce qualified leads which convert to new business policy sales thro
ugh a combination of the appropriate distribution channels.
- Plan, implement, analyze and redirect all marketing activities including direc
t mail, space advertising, conferences and website for various endorsed program
businesses.
- Develop marketing plans and budgets for program businesses based on prior year
's performance, program objectives and future trends.
- Manage a marketing team of three and freelance resources, with the focus of ap
propriate delegation to allow individuals to learn and grow in their positions.
- Construct and operate within the multi-million dollar expense budget by provid
ing detail monthly analysis of variances to actual and how this impacts the prof
it and loss statement.
- Oversee the Creative, Research, Database, and Production Departments.
- Build and enhance relationships with varied sizes of customer organizations in
cluding non-profits.
- Drive internet, social media and direct marketing efforts to support double-di
git revenue growth.
Product Manager - Marketing January 1994 to July 1997
- Responsible for implementation of multiple projects/campaigns simultaneously.
- Responsible for execution of campaigns that generated new annual premium of ov
er $3 million.
- Executed most phases of third party insurance marketing efforts including camp
aign implementation, tracking and carrier interface.
- Coordinated with and monitored back-end marketing support areas (i.e. fulfillm
ent, customer service, systems) to ensure accurate back-end processing and repor
ting.
Combined Insurance Company of America, Trevose, PA
Assistant Marketing Manger January 1993 to January 1994
Combined Insurance Company is a group insurance company, which administers, unde
rwrites and markets Life & Health products.
- Oversaw advertising and marketing campaigns.
- Developed materials needed to complete a mailing project (project specificatio
n sheet, costing reports, component sheets).
- Drafted and circulated advertising materials for compliance.
- Assisted in the development of art boards (selecting concepts, editing copy, p
roofing and monitoring responses).
- Coordinated and distributed advertising materials to clients/brokers.
- Maintained inventory records and updated sales and advertising materials.
Account Representative July 1989 to January 1993
- Responsible for supervising employee benefit plans of insured clients.
- Developed and implemented procedures and provided services.
- Communicated decisions, both written and verbal to clients.
- Investigated, approved/disapproved coverage within industry guidelines.
- Implemented effort to conserve premiums to develop alternate marketing program
s and/or rates.
- Reviewed employees and their performance for quality control.
Awards
- Develop winning marketing material and marketing solutions for primarily finan
cial service and insurance clients including:
- PDMA Benny Awards in the "Internet - Web Site" category for NRPAinsurance.com
and IHGinsurance.com, 2008
- IMCA award for the ASAE "Grow" Campaign, 2009
Education
- Philadelphia University, Philadelphia, PA - MBA Marketing, 1997
- DeSales University, Center Valley, PA - B.A. Business Management, 1989
Minors: Marketing, Spanish
- Property & Casualty Licensed