“A One Stop Life Insurance Resource.”

Professional Talent

Jeff L. Levin

Jeff L. Levin

Phone: 804.347.3481

PROFILE

 

Successful business leader with deep commercial expertise.  Looking for opportunities that leverage my strengths in leadership, relationship management, business development, and operations, all with a focus on growth and optimization.  Quick to jump in and take ownership with a collaborative, hands-on leadership style and a passion for helping others achieve their goals. 

 

PROFESSIONAL EXPERIENCE

 

COLORADO BANKERS LIFE INSURANCE COMPANY, Durham, NC 2017-Present

President

Responsible for overall business profitability, sales production, distribution expansion, end-to-end distribution relationships, branding, marketing, product design and rollout, and operations and processing.

  • Added 20 new distribution partners within 9 months
  • Stopped exodus of distribution, re-established partnerships, and currently experiencing month over month sales growth trend while diversifying legacy distribution
  • Decreased overall cycle time by more than 50%
  •  Created and launched a producer loyalty program to recognize partnerships and incent sales
  • Currently pricing a new to market life insurance based solution with a focus on consumer value
  • Hired key talent for strategy, business development, and implementation leadership positions

 

GENWORTH FINANCIAL (formerly GE Financial Assurance)   1998-2017

Vice President, Long Term Care Insurance Sales, U.S. Life Insurance, Richmond, VA                                                                          (2016-2017)

Led the Long Term Care Insurance distribution organization including external sales of both Individual and Employer Group LTC products, Account Development, Internal Sales, Learning and Development, and Business Development.

  • Developed and drove LTC distribution strategy
  • Achieved national production goals for LTC insurance across all distribution channels
  • Built and nurtured partnerships with key partners and accounts
  • Partnered with Product Development to influence product design and features
  • Partnered with Operations to ensure simplicity and speed

 

 

Vice President, Sales Growth & Development, U.S. Life Insurance, Richmond, VA                                                                          (2015-2016)

Led a multi-faceted team that included Account Management, Learning and Development, Remote Wholesaling, and Internal Sales for Genworth’s U.S. Life Insurance business comprised of long term care insurance, life insurance, and annuity product lines.

  • Provided direction and leadership to a team of Account Development Managers, enabling achievement of sales and growth objectives by implementing tailored strategies and business plans
  • Managed the holistic customer relationship to ensure that goals and activities within the functional areas of Genworth were aligned to deliver on key customer expectations

 

Vice President, Client Development, U.S. Life Insurance, Richmond, VA                                                                                               (2014-2015)

Led a team of Client Development Managers responsible for the acquisition, ownership, sales growth, product suite expansion and increased profitability of Genworth’s strategic LTC and Linked Benefit distribution accounts and Focus Firms. 

 

  • Worked collaboratively with senior leaders, functional leadership, and wholesaling teams to drive targeted production, mix of business goals, value added activities, and increased shelf space
  • Achieved LTC and Linked Benefit sales and growth objectives by creating and implementing strategies/business plans that increased market share for our distribution partners

 

Vice President, National Sales Manager,U.S. Life Insurance, Richmond, VA                                                                                          (2013-2014)

Led a team of 45 external wholesalers focused on selling long term care insurance solutions through multiple sales channels.  Responsibilities included motivating and coaching a new team through change management, driving top line production, and developing sales force development initiatives.

  • Defined and created 3 divisions and 45 sales territories with accompanying sales goals, ensuring divisional and territory plans were aligned with top down business goals
  • Created a “scorecard” to ensure consistent measurement of wholesaler production goals and strategic objectives that were the foundation for active performance management
  • Built a transparent sales culture of integrity, shared values, servant leadership, and unity while fostering a commitment to winning
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