Scott Primm
Ogden,Utah
Summary
Dynamic executive leader with over 23 years of experience in the insurance industry, demonstrating a consistent track record of success with Fortune 100 companies and their subsidiaries. Proven expertise in strategic leadership, guiding organizations to achieve ambitious goals through meticulous planning and execution. Strong financial acumen combined with operational expertise drives business success and innovation. Committed to fostering collaborative team environments that ensure sustainable growth and profitability.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Sr Managing Director
Capstone Partners Financial and Insurance Services
Lehi, Utah
10.2021 - Current
- Achieved growth of over 200 million in total assets
- Onboarded 600 new client households
- Led cross-functional teams to align strategic initiatives with organizational goals.
- Developed and implemented comprehensive business strategies enhancing operational efficiency.
- Established key performance indicators to measure project success and drive continuous improvement efforts.
- Collaborated closely with sales teams to develop targeted marketing campaigns that generated leads and increased revenues.
- Hired 10 advisors and maintained the highest retention in the firm
- Exceeded recruiting goal of 15 advisors year over year
- Established strong relationships with external partners, fostering collaboration and expanding business opportunities.
- Ensured compliance with regulatory requirements through rigorous monitoring and timely action on issues identified during audits.
- Assisted in recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance metrics.
Managing Director Vice President
OneAmerica
10.2020 - 10.2021
- Hire, train, and develop new and experienced financial advisors to the industry
- Conduct 5-10 new candidate interviews weekly
- Conduct 3-5 marketing, prospecting, lead development, and compensation meetings weekly
- Hired 7 new advisors exceeding goal of 5
- Support existing advisors during client meetings, weekly coaching sessions, and weekly planning
- Host weekly training and coaching sessions via Zoom and Go To Meeting
- Utilize home office wholesalers and product specialist to host product and training sessions bi weekly.
- Grow sales annually by 100K in commissions, for life insurance, annuity, Long Term Care, Mutual Funds, and brokered business.
Sr. Partner
New York Life
03.2017 - 09.2020
- Specializing in life insurance sales and investment related strategies. Relationship-based leadership experience in sales and customer service. Proven track record of hiring, training, and retaining top sales talent, while increasing overall operational performance and profitability. Extensive knowledge and expertise of insurance industry and business operations. Extremely competitive, professionally and personally, with insatiable drive to be best and thrive in performance-based environments.
- Hired 10 new advisors annually
- Exceeded quotas set for partner units
- Top partner in San Fernando Valley 3 straight years
- Top 25 partner Nationally in 2018 out of 700 partner units
- Qualified for agent council meeting 2018
- Qualified for Manager summit 2018
- Won Latino markets meeting Napa CA 2019
- Broke several office records. Top agent, most cases issued, largest employee group sale
- Participated on several advisory boards
Sr Branch Manager
Liberty Mutual Insurance
02.2007 - 01.2017
- Executed all aspects of day-to-day operations, including new business sales and service. Managed sales and service team and customer satisfaction on total book of business worth over $100M.
- Maintained and increased retention from 85% to 89% (auto and home) by implementing proactive outbound calling program for Electronic Fund Transfer non pays and 30-day cancellation notices.
- Managed and mentored 20 + sales and service employees, maintaining 90% employee retention rate.
- Implemented behavioral hiring techniques, trained, and mentored new and existing sales and service representatives, meeting branch goals and priorities. Maintained over 90% employee retention rate.
- Managed California Data Accuracy program, positively contributing to California profit and combined ratios and leading California in overall representative compliance and profitability.
- Implemented and sustained Liberty Management Systems including daily huddle meetings, root cause problem solving sessions, process conformations, and other Liberty Management System tools, resulting in better employee engagement, increased productivity, and improved branch Employee Opinion Survey results.
- Managed service team and metrics including service levels, auxiliary levels, Calls Staffed Per Hour, Lead Generation, CSAT, and First Call Resolution, rating as top performing service team by peers 2011, 2012, 2013, and 2014.
- Managed branch budgets including Employee Relations, Business Mileage, and Marketing-sales promotions, decreasing overtime, business mileage, and marketing expenses by 50% in 2014, saving over $50,000 annually.
- Met or exceeded branch goals for Auto, Home, Life Insurance, Retention, Profit / Losses, and Customer Satisfaction, exceeding branch quotas by 9%, producing over $3,000,000 in total new business sales in 2014 while exceeding state profit goals by 25%.
Education
High School -
Ben Lomond
Ogden, UtahSkills
- Marketing & lead generation
- Recruiting
- Training & Development
- Profit & Loss Projections
- Sales & Customer Service
- Project management
- Market research
- Product Development
- Microsoft Word
- Revenue growth
- Brand positioning
- Industry expertise
- Team collaboration
- Mentoring and training
- Sales leadership
- Strategic leadership
Certification
- Accident and Health Agent, CA
- Casualty Broker Agent, CA
- Life Only agent, CA
- Property Broker Agent, CA
- Registered Representative Series 6 & 63
References
- Jeff Dyson Managing Partner New York Life 717-602-8246
- Simon Reyes Managing Director National Life Group 702-336-1027
- Diljeet Masuda Managing Director Capstone Partners 303-949-8791
- Jason Webster Owner Webster Bros Concrete 909-322-2695
Timeline
Sr Managing Director
Capstone Partners Financial and Insurance Services
10.2021 - Current
Managing Director Vice President
OneAmerica
10.2020 - 10.2021
Sr. Partner
New York Life
03.2017 - 09.2020
Sr Branch Manager
Liberty Mutual Insurance
02.2007 - 01.2017
High School -
Ben Lomond