  
  
Pete Fossi has held key high level
executive positions with major financial service organizations. He has over
thirty years of management experience, and, has served leadership roles with
national and regional Service Organizations, Marketing Organizations, Insurance
Companies and Real Estate Financing Companies. He has had "hands on"
direct leadership responsibilities for Sales, Marketing, Billing and
Administration, Underwriting, Claims, Customer Service, Legal and Compliance,
process management, strategic planning, and change management functions. His broad
experience includes product development, rollout, and management for a diverse
array of products and services including oversight from a sales & marketing and
operations perspective.
For a
Personal Resume,
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Marketing &
Sales
Pete's experience includes extensive product
development, implementation, and roll out for small, medium and large businesses.
He has had extensive experience developing national and regional marketing and distribution
systems and has gained a reputation for incorporating technology solutions to
enhance effective marketing and sales organizations through multi-channel
distribution strategies including; the internet, direct marketing, in and out
bound call centers, database
management, and captive and independent sales arrangements.
He has built extensive contact databases and relationship management systems to
support highly successful sales force recruiting campaigns. Pete has
created effective and efficient marketing campaigns with the right balance of
advertising media, technology, market research, and business intelligence
utilizing internal and external talent. His strategic business marketing and
sales plans have been a model or benchmark for many other organizations in the
industry.
Some of Pete's sales and marketing
management roles include:
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Regional Director of
Marketing – Responsible for marketing and sales of small
group medical brokerage plans. Accountable for strategic
planning, budgets, and achieving sales goals. Assumed a
leadership role in developing the overall marketing and sales
strategy which was instrumental in increasing premiums by over
$500,000,000 in five years and grew the producing broker
database from 1500 to over 17,000. Supervised day-to-day
operations of both the telemarketing and general agent
distribution channels, and, had hands on oversight of the
development of all sales materials, promotional campaigns, and
recruiting strategies. |
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Senior V. P.
Brokerage Marketing - Developed and implemented strategic
marketing and sales plans for this $100,000,000 third-party
marketing and administrative company. Responsible for
profitability of the block business and it’s impact on the
financial results of our own captive insurance company. Directed
all product development and managed multiple distribution
channels, including east and west coast sales offices with call
centers. |
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Vice President Sales
and Marketing - Managed the national sales force of over 15,000
commissioned brokers and general agents, through multiple
regional sales managers. Also, direct supervision of the
in-house award-winning marketing department staff. |
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President and
founder of this spin-off group benefits marketing general agent
(MGA) company. Created created and implemented recruiting
and sales tracking and support system to build a sales force,
create sales opportunities, generate add-on sales, and automate
new business enrollment and installations. |
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Operations
Pete's operations management
experience includes extensive senior management roles as well as,
specific day-to-day supervision of
Billing and Administration,
Underwriting, Claims, Customer Service, Legal and Compliance, process
management, strategic planning, and change management functions.
Some of his operations
management roles include:
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President and CEO
with full P&L, day-to-day management, and strategic leadership
responsibilities for one of the most successful Small Group
third party administrator/marketing companies in the U.S. |
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President and
founder of this spin-off group benefits marketing company with
full P&L, day-to-day operations management, and strategic
planning responsibilities. |
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Executive Vice
President – Chief Executive Officer of a highly successful
Fortune 500 subsidiary third party administrator/marketer with
P&L responsibilities and day-to-day management for all
functional areas. |
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Senior Vice
President – Strategic Planning working and coordinating with
senior officers of all functional areas within the company and
its parent organization. |
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Vice President –
Sales & Marketing of a highly successful national Third Party
Administrator owned by a large Mutual Life insurance company. |
He has also had specific
hands on responsibilities for:
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P&L, Financials, and
Budgeting – direct supervision of budget preparation and
monitoring, financial modeling, and, product pricing and
profitability strategies. |
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Business Process
Management – providing project leadership, initiating numerous
successful “re-engineering” projects which created efficiencies,
cut expenses, and improved the quality of products and services,
while encouraging and empowering employees to implement change.
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Product Management –
often working across functional lines, providing product manager
leadership, to develop product strategies while gaining
consensus and buy-in for goals and objectives.
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Business Development
and Strategic partnerships – numerous leadership roles working
as point person to develop and manage additional distribution
channels and strategic partnerships to enhance product offerings
or expand into additional markets. |
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Acquisitions,
Mergers, and Spin-Offs – identifying opportunities to expand
geographically or into new revenue generating products or
markets without losing focus in the areas of existing success. |
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Representative Marketing Client Projects
 
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Contact:
Pete Fossi
717-826-0255
peter@fossi.us |
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