Sales Leader and Business Development Executive
Available for leadership opportunities focused on strategic growth, client engagement, and community impact.
professional profile
I am an experienced business development executive with over 20 years in the industry. My expertise lies in consultative sales, client relationship management, and driving strategic growth, particularly in the high-net-worth insurance segment.
My extensive background includes executive roles at Marsh, Gallagher, Insurance Office of America, a Senior marketing role with Chubb & Son, and also running my own boutique insurance & risk management firm, The Panoply Group, for over 6 1/2 years.
Outside of work, I’m a husband, father, avid boater, and longtime baseball coach—roles that have shaped my perspective and grounded my commitment to mentoring, community, and values-driven leadership.
education
Florida State University
I completed my Bachelor of Arts degree in English
from FSU in December of 1996
(Go Noles!)
professional experience
Marsh McLennan Agency, Vice President/Business Development Executive, June 2024 to May 2025
- Spearheaded new business development initiatives targeting High-Net-Worth and Ultra High-Net-Worth individuals, resulting in a pipeline of qualified prospects and significant revenue potential.
- Built and leveraged a high-performing network of Centers of Influence (COIs), including financial planners and wealth advisors, to generate consistent and targeted client referrals.
- Delivered comprehensive risk evaluations by assessing client lifestyle, existing coverages, and exposures, then crafted custom proposals to drive high close ratios.
Arthur J. Gallagher, Area Vice President/Private Client Services, June 2022 - June 2024
- Surpassed new business revenue targets by 120% in 2023 and earned maximum incentive bonuses for three consecutive quarters.
- Developed tailored personal risk management strategies for affluent clients by aligning insurance programs with unique lifestyle risks and asset profiles.
- Cultivated referral-rich relationships with Trust & Estate attorneys, realtors, and wealth advisors to strengthen brand presence and drive long-term growth.
Insurance Office of America (IOA), AVP/Sr. Risk Advisor, April 2021 - June 2022
- Managed a statewide portfolio with aggressive revenue and retention goals, consistently delivering results across High-Net-Worth accounts.
- Delivered white-glove advisory services for elite clients, successfully brokering coverage for complex personal risk exposures.
- Executed deep-dive risk assessments to design tailored insurance portfolios that aligned with each client's evolving lifestyle and risk tolerance.
Regulatory Insurance Advisors, Market Conduct Examiner, June 2019 to June 2021
- Conducted in-depth audits to ensure regulatory compliance with complex state statutes across multiple P&C and Life & Health carriers.
- Delivered detailed findings and actionable recommendations, upholding a high standard of accuracy and regulatory integrity.
- Managed multiple assignments independently, meeting tight deadlines while maintaining superior communication with carriers through precise IRs.Here are some testimonials from my previous clients:
Water Pointe Realty Group, Realtor, October 2016 - June 2019
- Negotiated residential sales transactions, consistently exceeding listing-to-sale price expectations by 15% through strategic property positioning.
- Guided clients through the full buying and selling process, from financing to closing, providing consultative insight that improved decision-making.
- Promoted properties via high-visibility channels including MLS, open houses, and targeted digital campaigns to maximize listing exposure.
The Panoply Group, President & CEO, July 2010 - September 2016
- Founded and scaled a boutique risk management firm serving High-Net-Worth clientele, offering tailored insurance programs and elite client service.
- Directed all aspects of operations, sales, and branding, establishing a high-performing culture and strong market identity through digital and print platforms.
- Acted as a thought leader in the personal risk space, hosting a radio talk show and presenting at industry symposiums to educate both clients and advisors.
Willis Towers Watson, Vice President/Private Client Division, November 2008 to July 2010
- Delivered consistent top-line growth by acquiring and managing large High-Net-Worth accounts with complex personal risk profiles.
- Developed strong COI pipelines, particularly with attorneys and wealth managers, to expand brand reach and prospect opportunities.
- Served as a subject-matter expert at industry forums, reinforcing the firm’s reputation for risk management excellence among UHNW clients.
Marsh Private Client Services, AVP/Account Executive, April 2002 to January 2005
- Ranked #1 nationwide out of 51 Account Executives in 2004 for total revenue generated, driven by consistent overperformance (120%+ to goal).
- Delivered sophisticated proposals tailored to the unique risks of affluent clientele, leveraging deep analysis of coverages and exposures.
- Built a thriving referral network with attorneys, CPAs, and realtors to continually drive quality leads and business growth.
FedNat Insurance Company, Vice President of Underwriting, August 1997 to April 2002
- Launched and scaled the company’s homeowners program from the ground up, securing regulatory approval and building operational infrastructure.
- Recruited and trained retail and independent agents across Florida, establishing a statewide distribution channel.
- Developed underwriting guidelines and implemented a proprietary Microsoft Access database to streamline policy management and analytics.
my professional referernces
Clay Osburne, Sr. VP, National Christian Foundation
Tim Savage, CEO/Owner, Gulf Coast International Properties
Clay Osburne, Sr. VP, National Christian Foundation
Email: cosburne@ncfgiving.com
Mobile: (404) 663-8184
Pete Doyle, CEO-US Retail, Arthur J. Gallagher
Tim Savage, CEO/Owner, Gulf Coast International Properties
Clay Osburne, Sr. VP, National Christian Foundation
Email: peter_doyle@ajg.com
Mobile: (847) 830-2660
Tim Savage, CEO/Owner, Gulf Coast International Properties
Tim Savage, CEO/Owner, Gulf Coast International Properties
Tim Savage, CEO/Owner, Gulf Coast International Properties
Email: tim@gcipnaples.com
Mobile: (239) 821-7576
Sally Patrenos, President, Floridians for Better Transportation
Dave Wojtusik, VP/Partner & Director, Insurance Office of America
Sally Patrenos, President, Floridians for Better Transportation
Email: spatrenos@bettertransportation.org
Mobile: (850) 933-1386
Matt Rearden, Attorney/Entrepreneur
Dave Wojtusik, VP/Partner & Director, Insurance Office of America
Sally Patrenos, President, Floridians for Better Transportation
Email: matt.rearden@icloud.com
Mobile: (407) 620-2627
Dave Wojtusik, VP/Partner & Director, Insurance Office of America
Dave Wojtusik, VP/Partner & Director, Insurance Office of America
Dave Wojtusik, VP/Partner & Director, Insurance Office of America
Email: david.wojtusik@ioausa.com
Mobile: (561) 801-3452