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Work Background
Matterhorn Insurance GroupManaging Partner
Jan. 2024Detroit, Michigan, United States
J. R. Warren, Jr., ConsultingPresident
Oct. 2017 - Oct. 2023Shelby Township, Michigan, United StatesCurrent Assignments: Prior Assignments: Invive - Sales, Marketing, Distribution, Product and Operations Consultant. Gigeasy - Sales, Marketing, Distribution, Product Consultant. MJ Sales Group - Strategic Advisor.
Munich Re - Vero ESG - Contract Distribution Vero ESG Platform
Surance.io - Head of Distribution: Carrier and Broker. Munich Reinsurance US Life Division (Parachute Digital Solutions) - External Consultant: Product, Distribution, Carrier, Marketing, Sales Covu - Acting Chief of Staff. Revolution Insurance Technologies - Distribution: Carrier and Broker Strategy, Recruitment, Management Some of the work that I do:
*C-Suite management team coaching & best practices
*Investor interaction and strategy and presentations
*Sales & distribution strategy & best practices
*Product ideation, proposition development & presentation
*Distribution evaluation, creation, and management
*Sales/Marketing/Distribution Technology scope, development, and launch for both Carrier relationships and distribution outlets.
Revolution Insurance TechnologiesChief Distribution Officer
Oct. 2017 - Apr. 2019United StatesA PE-backed Insuretech firm serving the high-volume brokerage call center insurance market. Hired to Create a Sales, Marketing, and Relationship Management team to Launch Platform. Recruited and managed Insurance Carriers and Distribution partners. A Member of the RIT Senior Leadership Team designated Corporate Officer and industry expert consultant to the RIT Board and Investors.
* Doubled Carrier recruitment goal by contracting and onboarding 8 Insurance Carriers representing 30 new products to the platform in 10 months.
* Rescued and resuscitated 40 FMO National Brokerage Distribution Partners representing $100M+ in incremental revenue while recruiting another 10 new relationships to RIT in 6 months.
* Created sales and marketing tools, including: platform demo, sales, and marketing .pdfs, and PowerPoint presentations for Carriers, Brokers, RIT Board (convinced Board to pursue additional product offerings and verticals) and Investors (helping to close out Round A funding and begin Round B.)
* Delivered game-changing customizable multi-carrier/multi-product sales platform that revolutionized high-volume call center sales, increasing both the number of customers spoken to per hour by 90% and the number of products sold per customer by 35%.
* Hired VP FMO Sales and Internal Wholesaler to assist with Broker recruitment, onboarding, and management.
PaylogixPractice Leader
Feb. 2016 - Aug. 2017Shelby Township, MIRecruited to Build and Capture new business relationships to the new Exchange Builder® platform. Including Carriers, Product Providers, and Producer Groups for the voluntary and core benefits insurance segment. • Provided entry into small employer group market by demonstrating first-to-market industry benefit technology advantage to carriers and distributors. • Exceeded carrier and broker recruitment goal by contracting 12 carrier partners and 7 national distribution partners in 18 months. • Created sales and marketing tools that enabled easy and cost-effective DIY case set-up for both carriers and brokers. • Developed and authored Avatar sales script that enabled consumers to effortlessly navigate the enrollment platform, learn about products, and understand the need to purchase multiple products as a “value meal” or in combination. • Represented company and presented at 2 DIG Insurtech conferences. The presentation was interactive and allowed audience members to actually use the platform as employee/consumers would.
Prudential FinancialManaging Director
Jan. 2012 - Dec. 2015Troy, MIRecruited by President of Agency Distribution to take over an established career agency to continue sustained growth. Directed growth and expansion of an established career agency, improving base force retention to 75%+ to assist in meeting stretch targets. Piloted various initiatives that increased Average New Agent productivity 44% with revenue goals exceeded across all product lines underpinned with 12%+ year-over-year growth. Led Experienced Agent Mid-America territory hires from 2012-2013 and ranked in the top 25% for revenue growth in 2015.
Alpha InsightsSenior Insurance Industry Consultant
Jan. 2011 - Dec. 2012Offered insurance and financial services consulting advice spanning regulatory environment-pending legislation, distribution channels, product and technology development, and compensation plans.
Symetra FinancialVice President Agency Distribution
Jan. 2007 - Dec. 2010Bellevue, WA• Increased Life Insurance sales from $7M–$33M and Annuities from $300M–$800M in two years, undertaking “from scratch” development of new IMO Distribution Channel. • Hired to manage and develop team of RVPs. Exceeded sales revenue quotas 105%, 178%, and 120% each year respectively, by nurturing a collaborative team culture. • Reignited life and annuity sales by developing and launching 3 new life and 4 annuity products.
Symetra FinancialVice President of Marketing
Jan. 2005 - Dec. 2007Bellevue, WAHired to Centralized the Marketing Function within the Company. Led marketing and sales support team of 40 reinforcing five distribution channels: Individual, Bank, Wirehouse, Broker-Dealer, and Group/Voluntary Benefits. • Developed annual and five-year comprehensive marketing strategy, increasing sales 20% year-over-year. Created 17 new Product Message Maps customized for each channel and reduced delivery and project management times 40%. • Managed three first-to-market products and launched five Life and Annuity products while improving speed to market from 14 to 9 months. • Grew and developed team members, promoting 7 into supervisory roles within the company.
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