DIRECTOR OF INSURANCE RESUME EXAMPLE

Updated: Feb 19, 2025 - The Director of Insurance oversees the team tasked with credentialing and provider enrollment, ensuring the accuracy and completeness of hearing healthcare provider insurance applications. This role involves leading the verification processes, including provider credentialing, re-credentialing, and privileging, as well as maintaining stringent adherence to the requirements of Credentialing & Enrollment. With a focus on compliance and excellence, the director confirms that all participating healthcare providers possess the necessary licenses, certifications, and qualifications, and manages all related documentation for contract reporting and provider billing.

Tips for Director of Insurance Skills and Responsibilities on a Resume

1. Director of Insurance, Atlantic Risk Solutions, Hartford, CT

Job Summary:

  • Manage EMEA’s property and casualty insurance program and risk transfer strategies while maintaining positive relationships with insurers and brokers providing services to the region.
  • Manage the general liability program placed in the EMEA region to include the development of renewal market strategy, underwriting data collection negotiating pricing & terms, actuarial analysis, and integration of new properties & acquisitions, acting as a resource and maintaining positive broker and insurer relationships
  • Oversee vendor/concessionaire liability insurance program(s), including negotiating local pricing and terms, as well as marketing and advocacy of company’s global vendor insurance program on a Continent basis
  • Manage the international insurance compliance tracking process and external partners, including system development
  • Assist Risk Finance department & regional broker in EMEA analysis and administration of premium allocation as part of the casualty insurance program
  • Educate, promote and attempt to convert legacy SPG hotels that are currently outside of Marriott’s insurance program
  • Oversee insurance training support to hotels and continent operations
  • Consult on procurement and placement of the AC Hotels Insurance Program
  • Support hotel, JV partnerships and Homes & Villas by Marriott growth through negotiation and manuscript of contractual insurance, pricing strategy, and indemnity provisions for new deals and ongoing operational needs e.g. concessionaire/vendor agreements.
  • Manage analysis and review of Business Case Analyses (BCA) in partnership with GS&S
  • Supervise Sr. Manager, Insurance – EMEA in the execution of responsibilities, including management of day-to-day insurance, contractual, and coverage support to the Continent
  • Provide staff development, including training, effective performance feedback, evaluation, and career development


Skills on Resume: 

  • Insurance Program Management (Hard Skills)
  • Risk Transfer Strategy (Hard Skills)
  • Vendor Liability Insurance (Hard Skills)
  • Compliance Tracking (Hard Skills)
  • Actuarial Analysis (Hard Skills)
  • Training & Education (Soft Skills)
  • Contract Negotiation (Hard Skills)
  • Team Leadership (Soft Skills)

2. Director of Insurance, Summit Shield Insurance Group, Orlando, FL

Job Summary:

  • Monitor, consult, and market the HOOP program to prospective Marriott departments and Hotels as necessary
  • Monitor insurance markets to maintain program competitiveness
  • Develop and administer annual stewardship reports to continent leadership
  • Conduct training for peer departments and hotel leadership or finance teams
  • Keep precise data records (accident/incident) from security footage in order to recall details of events.
  • Instill a safety-conscious environment in working with Operations.
  • Make data-driven recommendations on where to improve and manage costs associated with the annual safety budget, report and quarterly costs.
  • Manage work comp claims, report on claim trends and costs, and develop and implement safety campaigns to reduce company exposure.
  • Serve as Company representative in legal proceedings, audits, and investigations.
  • Advise management on best practices for safety compliance.
  • Responsible for overseeing safety on a nationwide basis that includes loss-prevention, and accident investigation.
  • Assist with recommending disciplinary actions to fleet personnel.


Skills on Resume: 

  • Program Monitoring (Hard Skills)
  • Insurance Market Analysis (Hard Skills)
  • Stewardship Reporting (Hard Skills)
  • Training Delivery (Soft Skills)
  • Incident Data Management (Hard Skills)
  • Safety Leadership (Soft Skills)
  • Claims Management (Hard Skills)
  • Legal Advisory (Soft Skills)

3. Director of Insurance, Pinnacle Insurance Partners, Columbus, OH

Job Summary:

  • Procure and manage the NCAA portfolio of business insurance, approximately $8 million in annual expense and over 25 individual policies and determine coverage adjustments when necessary to address emerging risks and changes in the organization’s risk appetite.
  • Procure and manage the DI men’s basketball championship revenue protection and Final Four hotel obligations insurance programs, an approximately $2 million annual expense.
  • Manage the NCAA Catastrophic Injury Insurance Program, an approximately $12 million annual expense, and the NCAA Self-Funded Student-Athlete Injury Benefit Program. 
  • Provide continuing membership education and any necessary policy recommendations in order to maintain a quality program with superior service for NCAA student-athletes and membership while continually seeking coverage and service enhancements.
  • Manage the NCAA Exceptional Student-Athlete Disability Insurance Program with program administrators and provide continuing membership education on topic of student-athlete disability and related insurance.
  • Serve as the Association’s subject matter expert and resource for all inquiries related to insurance and financial risk management, including direct contact for university administrators, conference commissioners, and senior NCAA leadership.
  • Collaborate with NCAA risk management stakeholders to manage the Association’s financial risk mitigation practices related to participant waivers, third-party contract review, and insurance certificate issuance.
  • Manage all insurance claims, file claims on the appropriate policies and act as liaison between NCAA legal counsel, insurance advisor, and insurance carrier regarding coverage for legal expenses. 
  • Ensure all claims details are adequately maintained in the claims management system and insurance carriers are appropriately notified of the status of litigation and the claims costs by policy provisions. 
  • Assist the legal affairs group in monitoring external counsel’s adherence to litigation guidelines. 
  • Track, receive, and reconcile all insurance claim payments.
  • Provide a forecast of legal case reserves, in conjunction with the legal affairs group, to inform and advise Finance staff on appropriate cash reserves and declarations on financial statements.


Skills on Resume: 

  • Insurance Portfolio Management (Hard Skills)
  • Risk Assessment (Hard Skills)
  • Claims Management (Hard Skills)
  • Member Education (Soft Skills)
  • Disability Insurance Management (Hard Skills)
  • Risk Mitigation (Hard Skills)
  • Legal Coordination (Hard Skills)
  • Financial Forecasting (Hard Skills)

4. Director of Insurance, Vanguard Risk Management, Dallas, TX

Job Summary:

  • Collect, review and track insurance certificates to ensure compliance with contractual requirements and NCAA bylaws pertaining to championships, bowl games and exempted contests insurance requirements.
  • In collaboration with the Communications group, handle all membership, media and general public information requests relating to the Association’s risk management and student-athlete insurance programs. 
  • Responsible for clear, complete and accurate communication of program specifics and value to the membership.
  • Develop and monitor reporting for insurance programs, including the development and evaluation of vendor performance plans and trending data.
  • Manage all insurance and risk management providers, including contract oversight and performance to metrics.
  • Manage the various legal documentation requirements and processes related to the NCAA Championships and Ancillary Event Alcohol Sales Policy and serve on the committee granting policy exceptions and determinations.
  • Consult with NCAA staff and broadcast partners to ensure effective risk management protocols are in place for fan festivals, youth events and academies, and other ancillary events.
  • Prepare, recommend, and manage an annual budget of nearly $23 million and provide timely and accurate financial forecasting and reporting of metrics.
  • Conducting value-added projects, surveys, and research for the membership, and serving as a resource to committees, working groups, and other constituencies on topical issues.
  • Motivate others to help meet necessary continent and risk management department goals
  • Strong partnership with GS&S and Claims to identify and define risk mitigation or loss trend strategies


Skills on Resume: 

  • Insurance Compliance (Hard Skills)
  • Media Communication (Soft Skills)
  • Program Communication (Soft Skills)
  • Reporting and Monitoring (Hard Skills)
  • Provider Management (Hard Skills)
  • Legal Documentation (Hard Skills)
  • Budget Management (Hard Skills)
  • Risk Mitigation (Hard Skills)

5. Director of Insurance, Horizon Coverage Solutions, Denver, CO

Job Summary:

  • Lead a professional staff engaged in all phases of the Insurance and Risk Management Operations.
  • Manage the function of the AAA National Office which serves the AAA Association Club Insurance agencies to identify, develop and deliver executive, property and casualty services.
  • Direct and oversee the administration, budgeting and financial analysis for all insurance services.
  • Plan, integrate and direct the AAA National Office Risk Management and Corporate Insurance initiatives to include identifying and managing corporate exposures, purchasing coverages, and determining policy design and retention levels.
  • Determine the insurance aspects of corporate agreements, direct loss control, and manage claims and claims-related litigation activity in conjunction with the Legal Department.
  • Consult with business lines and audit services in assessing risks tied to operations and business relationships.
  • Partner with business lines and shared services to lead the National Office business impact analysis and related business continuity and disaster recovery planning efforts.
  • Represent the AAA National Office as an operating executive for AAA insurance in dealing with clubs, vendors, and clients.
  • Support clubs in the effective planning, development and implementation of various programs necessary to meet insurance goals and Association objectives, including Standards.
  • Direct the support of existing Association insurance projects and programs including vendor negotiations, and manage the creation of special insurance coverages structured specifically for AAA.
  • Provide support to AAA insurance companies, including AAA Life Insurance Company, and club insurance agencies.


Skills on Resume: 

  • Staff Leadership (Soft Skills)
  • Insurance Operations Management (Hard Skills)
  • Budgeting (Hard Skills)
  • Risk Management (Hard Skills)
  • Claims Management (Hard Skills)
  • Risk Assessment (Hard Skills)
  • Business Continuity Planning (Hard Skills)
  • Vendor Relations (Soft Skills)

6. Director of Insurance, Keystone Policy Advisors, Raleigh, NC

Job Summary:

  • Facilitate the articulation of the company’s global hazard risk criteria (e.g., risk tolerance)
  • Lead the assessment, monitoring and reporting of the company’s global hazard risk profile
  • Develop, recommend and execute a strategy for managing the global hazard risk profile
  • Identify, analyze, evaluate and recommend insurance and related products and services
  • Identify, analyze, evaluate and recommend insurance brokers and other external providers
  • Establish and maintain relationships with insurance brokers and other external providers
  • Analyze, evaluate and recommend the placement and renewal of insurance coverage
  • Oversee the insurance claims process and actively manage larger, more complex claims
  • Work with internal and external stakeholders to manage and resolve insurance issues
  • Oversee the global planning, budgeting, allocation and control of insurance coverage
  • Support the governance and operation of the company’s self-insurance vehicle (captive)
  • Review, discuss and advise on contractual provisions related to hazard risk and insurance


Skills on Resume: 

  • Risk Articulation (Hard Skills)
  • Risk Assessment (Hard Skills)
  • Risk Strategy Development (Hard Skills)
  • Insurance Evaluation (Hard Skills)
  • Broker Evaluation (Hard Skills)
  • Relationship Management (Soft Skills)
  • Claims Management (Hard Skills)
  • Self-Insurance Governance (Hard Skills)

7. Director of Insurance, Integrity Insurance Group, Atlanta, GA

Job Summary:

  • Develop policies and KPIs related to financial risks and develop and monitor trigger thresholds on those KPIs
  • Interface with third-party administrators and insurance brokers and insurers to proactively manage the company risk profile
  • Lead insurance application/insurance renewal processes
  • Continuously evaluate current risk management strategies for ongoing effectiveness and changes in the macroeconomic environment
  • Evaluate potential risk management and insurance solutions, develop strategic partnerships with bankers, key partners, and execute strategic initiatives
  • Assist in the preparation of legal and risk budgets considering both the risk avoided and the cost to avoid
  • Provide compliance and accounting support for insurance solutions and legal expense
  • Develop and maintain insurance and reinsurance coverage strategy
  • Identify insurance issues and resolve reporting and compliance issues in a timely manner
  • Interface with Senior Leadership including the General Counsel and CFO to support ongoing budget tracking and tracking of risk to the company


Skills on Resume: 

  • Financial Risk Policy Development (Hard Skills)
  • Risk Profile Management (Hard Skills)
  • Insurance Renewal Management (Hard Skills)
  • Risk Strategy Evaluation (Hard Skills)
  • Strategic Partnership Building (Soft Skills)
  • Budget Management (Hard Skills)
  • Compliance Support (Hard Skills)
  • Insurance Coverage Strategy (Hard Skills)

8. Director of Insurance, Everest Protection Services, Phoenix, AZ

Job Summary:

  • Work closely with Legal, Compliance, Marketing, Product, Engineering and the Executive Team in creating and maintaining department and company objectives 
  • Development of Policies and Procedures 
  • Lead a small team that will scale with time
  • Demonstrate industry-specific expertise through the facilitation of industry planning, engaging and collaboration processes, and driving success for all customers and internal/external stakeholders.
  • Create and execute an engaging marketing strategy with the marketing team to support insurance products
  • Development and maintenance of internal/external performance scorecards
  • Establish Insurance Claims Management System
  • Work with user experience and product design teams to integrate insurance offerings within existing platforms
  • Continually report on adoption and review product performance to optimize and improve the product based on data & insights
  • End-to-end ownership and management of insurance product
  • Facilitate the collection of certificates of insurance with internal and external stakeholders


Skills on Resume: 

  • Cross-functional Collaboration (Soft Skills)
  • Policy Development (Hard Skills)
  • Team Leadership (Soft Skills)
  • Industry Expertise (Hard Skills)
  • Marketing Strategy (Hard Skills)
  • Performance Measurement (Hard Skills)
  • Claims Management (Hard Skills)
  • Product Optimization (Hard Skills)

9. Director of Insurance, Sterling Risk Strategies, Kansas City, MO

Job Summary:

  • Oversee and lead the statutory reporting process for 30 legal entities.
  • Collaborate with Corporate Accounting & Finance staff to troubleshoot and resolve any issues related to the statutory reporting process.
  • Act as main contact with external auditors, state regulators and third-party inquiries related to statutory accounting.
  • Evaluate statutory technical accounting matters such as complex transactions, emerging trends, and adoption of new accounting standards.
  • Drive special projects and provide meaningful contributions.
  • Assist with filing quarterly and annual statutory statements.
  • Team building and managing the Accounting/Finance team (hiring, etc)
  • Establish offshoring team
  • Identify the highest impact market opportunities within promotional use cases and formulate go-to-market strategies in collaboration with product, sales and marketing teams
  • Collaborate with in-country, market business development leads to inform and guide strategy based on global context
  • Work cross-functionally with product and engineering to ensure a common approach and prioritization in enabling features and capabilities to meet customer needs in the promotional use case vertical
  • Work alongside the marketing, direct sales and channel sales teams to implement go-to-market playbooks, leveraging industry-specific specialists in each sales team
  • Work alongside sales engineering and sales enablement teams to identify and create foundational documentation detailing state of affairs reports for the promotional use case vertical to guide organizational action


Skills on Resume: 

  • Statutory Reporting Oversight (Hard Skills)
  • Issue Resolution and Collaboration (Soft Skills)
  • External Auditor Liaison (Soft Skills)
  • Technical Accounting Evaluation (Hard Skills)
  • Project Management (Hard Skills)
  • Team Building and Leadership (Soft Skills)
  • Market Opportunity Identification (Hard Skills)
  • Cross-functional Collaboration (Soft Skills)

10. Director of Insurance, Blue Ridge Assurance, Charleston, SC

Job Summary:

  • Lead and manage the team responsible for credentialing and provider enrollment.
  • Ascertain the accuracy and completeness of hearing healthcare provider insurance enrollment applications.
  • Ascertain and finish the process of provider credentialing, re-credentialing, and privileging
  • Proven expertise in the requirements, problems, and resolutions associated with Credentialing & Enrollment.
  • Proven track record in the management of provider relationships and Credentialing & Enrollment solutions.
  • Experience with insurance company Credentialing & Enrollment and claims.
  • Demonstrates superior oral, writing, and interpersonal communication skills necessary to manage and/or implement all aspects of Credentialing & Enrollment including but limited to the six elements of verification, Medical/Professional License, Exclusion from Government Programs, Certificate of Specialty, Malpractice Claims (Past and Current), Malpractice Insurance and Other Certifications.
  • Ensure the Credentialing & Enrollment team validates the Hearing Care Providers (HCP) maintain appropriate licensing, certifications, qualifications, and experience to meet the contract requirements and perform the identified services. 
  • Participating HCPs must meet all prime contract and subcontract requirements for medical/dental/clinical staff.
  • Ensure the Credentialing & Enrollment team maintains all required documentation on participating HCP qualifications and provides documentation for contract reporting and provider billing.


Skills on Resume: 

  • Team Leadership (Soft Skills)
  • Provider Enrollment Accuracy (Hard Skills)
  • Credentialing Process Management (Hard Skills)
  • Credentialing Expertise (Hard Skills)
  • Provider Relationship Management (Soft Skills)
  • Insurance Credentialing Experience (Hard Skills)
  • Communication Skills (Soft Skills)
  • Documentation Management (Hard Skills)

11. Director of Insurance, ClearPath Insurance Services, Boise, ID

Job Summary:

  • Manage the maintenance, development, performance, governance, administration and delivery of one business unit for the organization to produce an efficient service and delivery solution, maximizing efficiency, performance and best value against pre-agreed targets.
  • Build and maintain strong, long-lasting customer relationships
  • Adhere to agreed criteria and budgets and plan to maximize efficiency, best value and performance
  • Meet targets for the team and organization as a whole
  • Ensure the insurance team understands its duties and role within the organization
  • Contribute to training and development of the team and organization as a whole
  • Assist Line Managers in achieving maximum customer satisfaction in accordance with organization plans
  • Maintain responsibility for performing all duties in compliance with related legal/statutory regulations, profess
  • Provide assurance that the company’s global hazard risk profile is within its risk tolerance
  • Provide advice and guidance from a technical and professional perspective
  • Lead the integration, review and continual improvement of hazard risk management practices
  • Ensure records related to the global hazard risk profile are complete, accurate and timely
  • Delegate responsibilities and provide direction to other team members


Skills on Resume: 

  • Service Management (Hard Skills)
  • Relationship Building (Soft Skills)
  • Budget Management (Hard Skills)
  • Team Leadership (Soft Skills)
  • Training and Development (Soft Skills)
  • Customer Satisfaction (Soft Skills)
  • Compliance Management (Hard Skills)
  • Risk Management (Hard Skills)

12. Insurance Director, Gateway Insurance Group, Atlanta, GA

Job Summary:

  • Works with Strategy and other areas to help define the strategic direction for the Company's insurance product lines, including portfolio of products and monitoring of operational execution through premium leakage review, portfolio analysis and collaboration with pricing
  • Utilizes past experiences to direct product roadmaps that enable world-class digital experiences for B2C and broker insurance acquisition
  • Supports the ongoing business transformation (and other strategic projects which span across Products, Technology & Marketing business units), and provides guidance on product, pricing, quality
  • Maintains an in-depth knowledge of market and product trends, the competitive environment, regulatory actions and decisions and rallies the appropriate team to formulate and implement a response
  • Supports strategy, underwriting and other areas in developing rate and product change schedules, and the analysis and implementation of product and rate reviews to drive financial results
  • Supports the development, communication and maintenance of underwriting guidelines and procedures, rating rules, and product wordings
  • Provides leadership to attract/retain high quality talent, including performance management, talent management, appropriate employee communication, sound structure/processes, etc.
  • Creates an environment that encourages productivity, collaboration, teamwork, a high level of professionalism, learning and development and a culture of profitable growth across the products business unit
  • Plans, coordinates, and directs the Cash Applications department.
  • Develops and implements policies designed to expedite cash flow, streamline processes pertaining to referral working, and resolution of accounts.


Skills on Resume: 

  • Strategic Planning (Hard Skills)
  • Product Development (Hard Skills)
  • Digital Experience Design (Hard Skills)
  • Market Analysis (Hard Skills)
  • Leadership (Soft Skills)
  • Talent Management (Soft Skills)
  • Collaboration (Soft Skills)
  • Process Improvement (Hard Skills)

13. Insurance Director, Horizon Financial Solutions, Chicago, IL

Job Summary:

  • Identify, recruit and retain top-performing employees
  • Manage non-performing employees in accordance with company policy. 
  • Manage with the intent to motivate, train and develop. 
  • Provide timely, constructive feedback regarding the progress of work and performance
  • Make well-informed decisions, demonstrate initiative, use sound judgment, exhibit autonomy, and execute.
  • Analyze data to identify sales opportunities. 
  • Achieve sales and revenue targets. 
  • Forecast annual, quarterly and monthly sales revenue. 
  • Contribute to marketing strategy. 
  • Formulate sales policies and procedures. 


Skills on Resume: 

  • Recruitment (Hard Skills)
  • Employee Development (Soft Skills)
  • Performance Management (Soft Skills)
  • Decision Making (Hard Skills)
  • Data Analysis (Hard Skills)
  • Sales Target Achievement (Hard Skills)
  • Forecasting (Hard Skills)
  • Marketing Strategy (Hard Skills)

14. Insurance Director, Crestwood Insurance Services, Denver, CO

Job Summary:

  • Responsible for department budget, assist in budget preparation, monitor and manage expenses. 
  • Achieve agency sales and revenue targets.
  • Ensure compliance with applicable state and federal regulations, AAA quality standards, and underwriting guidelines. 
  • Serve as a liaison with the insurance carrier(s) and vendors.
  • Provide clear, thorough communication to the insurance team. 
  • Communicate and collaborate with other departments. 
  • Respond to customers questions and complaints. 
  • Serve as a Member of the AAA Media Team which includes fulfilling media requests and representing 
  • Ensure members and customers are totally satisfied with experience and service provided by insurance associates.
  • Maintain and update insurance information (i.e. labour rates and guidelines)


Skills on Resume: 

  • Budget Management (Hard Skills)
  • Sales Target Achievement (Hard Skills)
  • Regulatory Compliance (Hard Skills)
  • Vendor Management (Hard Skills)
  • Communication (Soft Skills)
  • Collaboration (Soft Skills)
  • Customer Service (Soft Skills)
  • Information Management (Hard Skills)

15. Insurance Director, Silver Oak Insurance Partners, Orlando, FL

Job Summary:

  • Manage EMEA’s property and casualty insurance program and risk transfer strategies while maintaining positive relationships with insurers and brokers providing services to the region.
  • Manage the general liability program placed in the EMEA region to include the development of a renewal market strategy
  • Underwriting data collection negotiating pricing & terms, actuarial analysis, and integration of new properties & acquisitions, acting as a resource and maintaining positive broker and insurer relationships
  • Oversee vendor/concessionaire liability insurance program(s), including negotiating local pricing and terms, as well as marketing and advocacy of the company’s global vendor insurance program on a Continent basis
  • Manage the international insurance compliance tracking process and external partners, including system development
  • Assist Risk Finance department & regional broker in EMEA analysis and administration of premium allocation as part of the casualty insurance program
  • Educate, promote and attempt to convert legacy SPG hotels that are currently outside of Marriott’s insurance program
  • Oversee insurance training support to hotels and continent operations
  • Consult on procurement and placement of the AC Hotels Insurance Program
  • Support hotel, JV partnerships and Homes & Villas by Marriott growth through negotiation and manuscript of contractual insurance, pricing strategy, and indemnity provisions for new deals and ongoing operational needs e.g concessionaire/vendor agreements.
  • Manage analysis and review of Business Case Analyses (BCA) in partnership with GS&S


Skills on Resume: 

  • Insurance Program Management (Hard Skills)
  • Risk Transfer Strategies (Hard Skills)
  • Underwriting (Hard Skills)
  • Vendor Liability Management (Hard Skills)
  • Insurance Compliance (Hard Skills)
  • Premium Allocation (Hard Skills)
  • Training & Education (Soft Skills)
  • Contract Negotiation (Hard Skills)

16. Insurance Director, Pinnacle Risk Management, Phoenix, AZ

Job Summary:

  • Supervise Sr. Manager, Insurance – EMEA in execution of responsibilities, including management of day-to-day insurance, contractual, and coverage support to the Continent
  • Provide staff development, including training, effective performance feedback, evaluation, and career development
  • Motivate others to help meet necessary continent and risk management department goals
  • Strong partnership with GS&S and Claims to identify and define risk mitigation or loss trend strategies
  • Monitor, consult, and market HOOP program to prospective Marriott departments and Hotels
  • Monitor insurance markets to maintain program competitiveness
  • Develop and administer annual stewardship reports to continent leadership
  • Conduct training for peer departments and hotel leadership or finance teams
  • Assures compliance with existing policies, procedures, laws, and regulations.
  • Develops and implements budget, taking care to operate within budget constraints.
  • Works on space allocation and configuration.
  • Interviews, hires, counsels, and when necessary terminate employees as circumstances demand.


Skills on Resume: 

  • Team Supervision (Soft Skills)
  • Staff Development (Soft Skills)
  • Motivational Leadership (Soft Skills)
  • Risk Mitigation (Hard Skills)
  • Insurance Program Marketing (Hard Skills)
  • Market Monitoring (Hard Skills)
  • Reporting (Hard Skills)
  • Budget Management (Hard Skills)

17. Insurance Director, Summit Insurance Consultants, Dallas, TX

Job Summary:

  • Develop innovative solutions to add value and respond to the needs of Driven Brands insurance partners
  • Coordinate and participate in quarterly/annual meetings to review Key Performance Indicators (KPIs)
  • Seek out new sales opportunities with insurers
  • Help maintain the visibility of Driven Brands Canada by participating in industry events including broker, insurer, and Collision and Glass industry functions
  • Liaise and maintain effective communications with Driven Brands Canada Franchise Partners (i.e. fielding inquires, communicating and coaching store owners to success)
  • Work with CARSTAR and Unibans Regional Managers and Regional Directors in executing marketing campaigns & training programs
  • Participate in Requests for Proposal or Request for Interest (RFP and RFI) agreement and negotiation development process in assigned territory/accounts
  • Participate in contract negotiations between Driven Brands Canada and insurance companies
  • Attend insurance events and activities
  • Distribute and counsel on CARSTAR and Uniban Market Share Reports for insurers
  • Manage the Driven Brands Canada NPS program as it relates to insurers


Skills on Resume: 

  • Solution Development (Hard Skills)
  • KPI Monitoring (Hard Skills)
  • Sales Opportunity Identification (Hard Skills)
  • Industry Networking (Soft Skills)
  • Franchise Partner Communication (Soft Skills)
  • Training Coordination (Soft Skills)
  • Contract Negotiation (Hard Skills)
  • Program Management (Hard Skills)

18. Insurance Director, Liberty Mutual Advisors, Richmond, VA

Job Summary:

  • Overseeing all aspects of Insurance Services at Nicola Wealth including working closely with the Nicola Advisors and internal service teams to provide innovative life insurance and wealth management solutions to high-networth clients and families.
  • Developing and maintaining contact with the Managing General Agents (MGAs') and Insurance Carriers in order to build strong relationships including negotiating contracting, licensing and commissions
  • Support advisors to achieving insurance productivity and sales targets through fostering a high-performing environment
  • Build and maintain direct relationships with insurance company wholesalers and advanced case teams for product updates, enhancements and sales support
  • Build relationships with case coordinators and underwriters to assist with case escalation
  • Collaborate with Nicola Learning Specialist to develop an advisor education and training program, including insurance strategies, positioning and products, presentations to advisory group, study group sessions and/or one-on-one support.
  • Ensure Advisors have the necessary tools and resources available to effectively position insurance opportunities with clients. 
  • Overview and development of sales tools and presentation templates for client presentations
  • Operational Management of the Insurances Services Team including oversight of underwriting, inforce management and all insurance processes, reporting and database management.
  • Management of new business team and efficient processes
  • Management of policy service teams including policy database management, reporting and enforce processes.


Skills on Resume: 

  • Insurance Management (Hard Skills)
  • Relationship Building (Soft Skills)
  • Sales Achievement (Hard Skills)
  • Product Knowledge (Hard Skills)
  • Training (Soft Skills)
  • Process Management (Hard Skills)
  • Operations (Hard Skills)
  • Reporting (Hard Skills)