Accomplished entrepreneurial business executive with 20+ years of experience building and developing existing business models and new business ventures. Brings hands on approach to the business process while possessing strong leadership, financial, communication, sales/marketing, creative and analytical skills.
EXECUTIVE LEADERSHIP COMPETENCIES
Strategic Planning & Growth
P&L Management
Financial Analysis and Reporting
M&A, Joint Ventures & Alliances
Sales and Marketing Management
Crisis Management
Project Management & Consulting
Employee Growth and Retention
Team Building
IT Analysis and Implementation
PROFESSIONAL EXPERIENCE
10/05 – 9/06
BENSALEM TRAVEL PLAZA
Bensalem, PA
CONSULTING PROJECT/PRESIDENT
Hired on a temporary basis to consult with CEO of 20M regional trucking company on strategy for companion business in the trucking service/repair business. Developed plans for physical plant and oversaw construction. Designed and implemented physical inventory systems. Assembled management team and instituted team-building initiatives with staff. Developed pricing strategies to increase traffic flow and improve operating margins.
10/00 – 9/05
FIRST RISK ADVISORS, INC.
Doylestown, PA
EXECUTIVE VICE PRESIDENT
Functioned as primary executive level liaison between carrier operations and retail agencies in a wholesaling environment. Designed, implemented and managed systems and processes for marketing/sales, enrollment, premium collection, claim reporting, call center procedures and renewal of joint venture student health insurance programs. Designed and launched internet portal for e-commerce and customer service of student health insurance products. Recruited, hired and trained sales force for 2 remote sales offices and local office. Managed time sensitive reporting of financial data between Issuing Carriers, Re-insurers, Claims facilities and Managing General Underwriters. Prepared internal financial statements and supporting schedules and managed cash flow. Performed detailed financial audit of customer underwriting/premium operations and prepared analysis for issuing carrier/reinsurer, detailing irregularities and recommended corrective action. Prepared complex Health & Welfare consulting proposals. Managed IT infrastructure.
1/84 – 9/00
CENTURY BUSINESS SYSTEMS, INC. (NYSE: CBZ)
Plymouth Meeting, PA
BUSINESS UNIT MANAGER
Transitioned management of privately held insurance agency business (see below) to publicly traded company. Implemented accounting, sales and cash management procedures to facilitate centralized reporting. Served on cross-functional business committees to identify and implement regional marketing and sales initiatives. Represented local insurance operation on national committee to analyze and implement national marketing objectives with carriers. Converted personal lines business unit to a national call center for customer service. Continued to serve in previous role as detailed below.
POSSE WALSH BUCKMAN VAN BUREN, INC.
(Sold to Century Business Systems, Inc – 5/99)
Plymouth Meeting, PA
COO/SHAREHOLDER (5/91-5/99)
Managed finance, sales, marketing, customer service, IT and human resources for 12M diversified insurance agency. Chaired operations team consisting of 7 department heads managing 85 + employees. Improved operating income through divestiture of business units, increased performance objectives and streamlined operating procedures. Evaluated, selected and successfully implemented new agency automation systems. Collaborated in development and implementation of agency wide sales training, compensation restructuring and management initiative to increase hit ratios and expand prospecting activity. Thrived amid merger of two prominent and successful regional insurance agencies. Worked closely with founding Principals of both agencies to develop strategic post merger direction and implement initiatives. Assisted Principals in successfully integrating two culturally disparate organizations, streamlined processes, reduced head count and improved operating margins. Directed consulting firm in the preparation of offering documents for sale of Agency and collaborated in negotiation, evaluation and selection of purchaser. Prepared due diligence package for purchaser, acted as primary liaison throughout the due diligence process and facilitated the preparation and review of closing documents. Agency products and services included: Group Benefits Insurance and Administration, Qualified Plan Products and Administration, Commercial P&C Insurance, Personal Lines P&C Insurance, Individual Life and Disability Insurance, Executive Compensation, Estate Planning, Annuities and Specialty Products.
MANAGEMENT TRAINEE and SALES EXECUTIVE (1/84-4/91)
VOLUNTEER EXPERIENCE
1/00 – 12/01
Horsham Hawks, Pop Warner Youth Football, Horsham, PA
Treasurer
1/96 – 12/99
Eastern Montgomery County Chapter of The American Red Cross
Board Member/Golf Committee Chairman
EDUCATION
1983
Denison University, Granville, OH
BA in Economics
1979
William Penn Charter School, Philadelphia, PA
LICENSES
Life/Accident & Health Insurance Agents License, Property/Casualty Insurance Agents License
SOFTWARE SKILLS
Windows, Word, Excel, PowerPoint, Access, Outlook, SBS, Applied Systems TAM, Peachtree, Sage Business Works, ACT |
