Lisa Slone
Bloomington,IN
Summary
Dynamic Territory Manager with a proven track record at Acrisure, adept in business development and strategic planning. Excelled in fostering client relationships, enhancing team collaboration, and driving operational excellence. Achieved significant growth by implementing innovative management practices and maintaining a keen focus on goals. Skilled in both territory management and leadership, consistently exceeding performance targets.
Overview
24
24
years of professional experience
Work History
Indiana/Cincinnati Area Territory Manager
Acrisure
08.2024 - Current
- Confirm full adoption of Acrisure technology (i.e., Epic, Webex, Auris, Hubspot, etc.)
- Communication in a palatable manner to assist evolution management.
- Held one-on-one meetings with team members to identify hurdles and offered insight into the best remedy.
- Assist Leadership on various projects, tracking progress toward company goals.
- Maintained financial controls, planned business operations, and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Implemented standard operating procedures to increase consistency throughout territory.
- Coordinate training on operating systems and procedures as required.
- Drive a culture of excellence, identifying and implementing continuous improvement opportunities. Contributing to a collaborative environment with teamwork, high motivation, and positive behavior.
Principal / Commercial Lines Account Manager
Acrisure
10.2009 - 08.2024
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Executed cold calls, marketing initiatives and networking to drive sales.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- .Prepared annual budget forecasts and monitored performance to meet organizational objectives.
- Supported project management team for optimal performance.
- Oversaw business-wide changes to modernize procedures and organization.
- Managed financial, operational and human resources to optimize business performance.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Represented organization at industry conferences and events.
Commercial Lines Account Manager
German American Insurance
12.2005 - 10.2009
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Maintained required data in agency management system to follow corporate guidelines.
- Prepared customer presentations and demonstrations of products to solicit new business.
- Conducted annual reviews of existing policies to update information.
- Educated clients on insurance policies and procedures.
Account Manager
Bellush Insurance
05.2001 - 10.2005
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Recorded accurate and efficient records in customer database.
- Stayed current on company offerings and industry trends.
Education
Bachelor of Arts - Criminal Justice
Indiana University, Bloomington
Bloomington, INSkills
- Business development and planning
- Goals and performance
- Issue resolution
- Operations
- Business management
- Territory management
- Team collaboration and leadership
- Goal setting
- Account servicing
- Staff management
Affiliations
- Independent Insurance Agents of Indiana Board of Directors
- Liberty Mutual Agent Advisory Board
- Acrisure Great Lakes Advisory Council
Timeline
Indiana/Cincinnati Area Territory Manager
Acrisure
08.2024 - Current
Principal / Commercial Lines Account Manager
Acrisure
10.2009 - 08.2024
Commercial Lines Account Manager
German American Insurance
12.2005 - 10.2009
Account Manager
Bellush Insurance
05.2001 - 10.2005
Bachelor of Arts - Criminal Justice
Indiana University, Bloomington
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