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Donna Wood

Financial Center Manager

Employed Open to opportunities
I am a former business owner and sales manager with an extensive background in insurance, sales, and account management.

I grew my property & casualty agency from $0 in premium to $1.2 million in five years using customer-centric marketing initiatives.

I am genuinely interested in people and value the relationships formed when providing exceptional service. I believe that discretion, at all times, is critical in a professional work environment.

Integrity and respect for others are my guiding principles.
Resume created on DoYouBuzz

FCMA / Assistant Center Manager

Fifth Third Bank
Since April 2018
Full-time
Greenwood
  • Sales & Service, Lending, Small Business, and Operations Management
  • Training and Development of Employees
Learn more

Client Success Manager

Angie's List/HomeAdvisor
May 2016 to January 2018
Full-time
Indianapolis
United States - Indiana
  • Sold advertising solutions and eCommerce to contractors and business owners.
  • Consistent top 20% performer
  • Ranked 4th out of 76 CSMs during my last month with Angie's List and 14th out of 76 for 2017.
  • Trained and mentored new employees assigned to the team.
  • Received two mental attitude awards during my tenure with Angie's List

Territory Field Manager

Pekin Insurance
December 2015 to April 2016
Full-time
Pekin
United States - Indiana
  • Managed performance of 63 independent agents and 72 storefronts in southern Indiana
  • Guided digital marketing for all agencies
  • Drove agent production and sales metric improvement
  • Evaluated and corrected agent performance to achieve positive outcomes
  • Conducted on-site inspections and assisted commercial and personal lines underwriters with eligibility and risk management.
  • Facilitated territory meetings
  • Held sales and product trainings for the agents and employees in my territory
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Agency Owner

Schoolhouse Insurance & Financial Services, LLC
November 2010 to November 2015
Full-time
Indianapolis
United States - Indiana
  • Managed and grew a profitable independent agency from $0 to $1.2 million in premium
  • Commercial and personal lines sales and service. Specialized in contractors, small to medium size businesses, workers comp, and surety bonds.
  • 2014 & 2015 Founders Award winner, awarded to agencies for quality growth and exceptional underwriting practices
  • Preparation/issuance of certificate of insurance /bonds
  • Initial claims handling
  • Staff recruiting, training and development
  • Frontline underwriting, re-underwriting, and annual customer reviews
  • Marketing, networking, administration

District Sales Manager

Erie Insurance
August 2004 to October 2010
Evansville
United States - Indiana
  • Recruited, trained, and provided marketing and sales support to independent Erie agents
  • Promoted profitability, quality growth, and continual agent development
  • Conducted commercial and residential inspections
  • Established trust and maintained positive company-agent relations
  • Met or exceeded recruiting goals each year.
  • Facilitated five book rolls
  • Initiated perpetuation plans for all agents which resulted in two agency sales
  • Sales manager to the largest Erie agency in the state of Indiana. Conducted employee training, facilitating a book roll, and led monthly meetings with VP and agency managers
  • Agency Management Systems/Software
  • Microsoft Office Suite - Word, Excel, Powerpoint
  • Salesforce CRM
  • Effectively manage conflict
  • Excellent written and verbal communication skills
  • Organized
  • Positive attitude
  • Public speaking & instruction
  • Detail oriented

Secondary Education

Indiana University-Purdue University

1997 to 1999
Concentrated areas: Business Administration
GPA 3.8 Dean's List

Property & Casualty Agent
Life Agent
CIC course completion