1. WES HUGGINS, CPCU, CIC, CRM, ARM
P.O. Box 426 • Yadkinville, North Carolina 27055 • Home (336) 679-6338 • Cell (336) 391-8828 • LinkedIn.com: weshuggins
Entrepreneurial leader with broad-based experience in insurance agency and brokerage operations management,
training, information technology and accounting. Experienced in building businesses, teams and, ultimately, profits.
Past assignments have included procedures documentation and development, strategic planning and marketing, with
proven success in startups, business development, and online / onsite training.
As a consultant and trainer specializing in independent insurance agency operations and management systems, I
bring to each assignment extensive experience in training, operations, accounting, and general management.
SPECIALTIES:
Strategic direction, marketing, operations, competitive analysis, training, information technology, management
systems, accounting, and risk management. Experienced in application of risk management solutions to complex
problems.
APEX CONSULTING, 2005 to Present Consultant, Insurance Agency Operations and Contract Training
SHADOW TRADERS, LLC, 2012 to Present Owner, Managing Member / Trader
Over the years, I’ve worked with Independent Insurance Agencies around the country in the areas of agency systems
challenges, and management, sales and operational challenges. Successes have been achieved in the following areas:
Operations – Streamlined processes, formulated standards, developed procedure manuals resulting in improved efficiency
and increased accuracy. Implemented quarterly performance review program.
Training – Launched in-house P&C training programs, building solid team of insurance professionals. Lead trainer, AMS
and Applied agency automation systems. Key resource, commercial lines coverage questions and claims issues.
Information Technology – Spearheaded implementation of Applied and AMS360 agency management system, positioning
agencies to handle dramatic growth without adding personnel, ensuring significant post-implementation productivity gains.
Accounting – Oversight of money management activities, bank accounts reconciliation, and company payables reconciliation.
Implemented new procedures to ensure preparation and delivery of accurate financial reports to management on a timely basis.
Risk Management – Implemented new procedures and technology to protect agency from E&O claims via strict attention to detail
and documentation. Particular expertise in application of risk management solutions to complex insurance problems.
Marketing – Built strong business relationships with insurance carriers to facilitate long-term profitability. Saved existing
relationships with major firms and established new agreements enabling agency to broaden offerings.
Highlighted current and prior assignments:
QUICKFUZION, LLC, 2015 to present Agency Management Systems Vendor
AMP and InsureBooks Trainer (Contractor)
• Agency sizes include single-location and multi-location / multi-state and franchise business models.
• Agencies – both first-time and conversions from AMS and Applied – trained in all phases of implementation life cycle.
• Using state-of-the-art on-line “Glance” product for single and multi-user screen-sharing, and Glance Audio Conferencing.
• Followup training for users as needed, as well as developing procedures to handle specific needs.
• Assist in development testing for ongoing product enhancement and improvements
SHADOW TRADERS, LLC, 2010 to present Managing Member and Trader
Securities Trader (own accounts)
• Daily review of market conditions and forecasts plus development and enhancement of individual trading systems.
• Develop trading tools and indicators to assist in timing of trades, both long and short.
• Using state-of-the-art on-line order entry and exits for stocks, bonds, options and futures.
VERTAFORE / AMS SERVICES, INC., 2007 to 2010 Agency Management Systems Vendor
AMS 360 Certified Trainer (Contractor)
• Trained over 200 agencies in all phases of implementation life cycle including: pre-implementation training, live week
basic use, and follow-on training in advanced techniques, including management reporting.
• Training methods included on-site and online (Webex), including combinations of the two.
• Agency sizes included single-location and multi-location / multi-state and franchise business models.
• Assisted agencies using other AMS/Vertafore products including AfW, AMS Prime, and ProducerPlus.
PROFESSIONAL EXPERIENCE
weshuggins@gmail.com

2. WES HUGGINS, CPCU, CIC, CRM, ARM PAGE 2
APEX CONSULTING / SHADOW TRADERS, LLC, continued
WALKER TAYLOR AGENCY, INC., Wilmington, NC, 2005 to 2007 Independent Commercial Lines Insurance Brokerage
Consultant, Agency Operations / Interim Agency Operations Manager
• Developed and implemented training programs for agency producers, marketing, and service personnel: PS4 /
ProducerPlus, Microsoft Office 2003 suite (Word, Excel, and Outlook), and coverage forms including E&O and D&O.
• Oversaw implementation, served as trainer and key resource in migration to AMS360 agency management system.
• Developed, tested, implemented and audited new workflows designed to shorten service team learning curve.
• Worked with outsourced IT services provider to fine tune agency IT systems and software. Designed and implemented
transition from traditional filing system to an electronic filing system fully integrated with agency management system.
• Conducted reviews of agency systems and procedures – personal, commercial, and financial – with eye toward
standardization via development and implementation of procedure manuals and quarterly performance review program.
• Researched, selected best alternatives for business continuity plan; wrote, led implementation, Disaster Recovery Plan.
• Technical resource to service team in the areas of coverage, rating, and review of contracts vs. insurance requirements.
PELNIK INSURANCE & FINANCIAL SERVICES, Cary, NC, 2005 Independent All-Lines Insurance Agency
Agency Manager
• Built Commercial Lines service unit. Sought out and hired key personnel. Led implementation team / served as trainer and
key resource person in use of AMS360 system. Restructured agency accounting department and systems.
• Developed and implemented in-house P&C training programs for commercial insurance producers and service team.
• Reviewed agency systems and procedures – personal and commercial – and began to standardize via development and
implementation of procedure manuals and quarterly performance review program.
• Worked with and trained agency producers in conversion from manual to automated prospecting and lead-generation.
SB&T INSURANCE, Mt. Airy, NC, 2004 to 2005 Wholly-owned subsidiary of Surrey Bank & Trust
Senior Vice President / Division Manager, Property and Casualty Insurance Operations
• Prepared and implemented five-year business plan for agency, including financial analysis of new offices, projects and
other opportunities.
• Refocused agency on more profitable commercial lines business, significantly reducing substandard personal lines.
• Formulated plan to capitalize on parent company's 800+ commercial banking relationships. Hired agency’s first dedicated
Commercial Lines producer; exceeded initial sales projections by 300%+.
• Established procedures, developed Applied automation system potential, trained staff, and began conversion of agency from
primarily personal to predominantly commercial lines.
FAR POINT, INC., Charlotte, NC, 2000 to 2004 Management Consulting Firm
Management Consultant
• Strategic planning, business development, organizational design, and training expertise to diverse clientele within insurance
and other industries.
• Clients included $100+MM P&C Insurance broker using AMS Sagitta system; $70MM division of national
foodservice/vending company; $10MM specialty goods textile manufacturer.
BUTTERFIELDS, ETC., 1990 to 2000 Largest specialty retail chain of its kind in eastern North Carolina
Senior Vice President / Chief Operating Officer ('95-'00) Vice President / Controller ('90-'95)
• Developed comprehensive business plan, secured $500K venture capital and built successful multi-unit retail chain.
FICKLING & CLEMENT INSURANCE, INC., 1985 to 1990 Independent Commercial Lines Insurance Agency
Vice President, Commercial Lines Operations
• Built successful Commercial Lines department focused on client satisfaction and retention.
• Led implementation team / served as trainer and key resource person in use of Delphi system. Restructured agency
accounting department and systems.
• Developed significant expertise in application of risk management solutions to complex insurance problems.
• Reduced overhead 30% by spearheading automation systems that streamlined rating and submissions.
INDEPENDENT INSURANCE AGENTS OF NORTH CAROLINA, INC., Raleigh, NC, 1983 to 2009 Trade Association
NCDOI Certified instructor / CISR Commercial Lines / Past Chairman, IIANC Technical Committee
• Teach Certified Insurance Service Representative (CISR) Commercial / Advanced Commercial programs
• Teach contract classes in General Liability and “Understanding Business Income” to diverse groups such as Charlotte
Chapter of CPCU, Redwoods Group, and AON Corporation.
• Assist in development of new Commercial Lines course outlines – review and comparison of policy forms, coverage,
conditions, and exclusions.

3. WES HUGGINS, CPCU, CIC, CRM, ARM PAGE 3
BA, Communications, Wake Forest University, Winston-Salem, NC
MA Equivalent, Risk Management & Insurance, The American Institute, Malvern, PA
• Chartered Property Casualty Underwriter, CPCU •
• Certified Insurance Counselor, CIC •
• Certified Risk Manager, CRM •
• Associate in Risk Management, ARM •
Lead Instructor, Cameron School of Business CPCU Program, University of North Carolina at Wilmington (2006-2007)
NCDOI Certified instructor, Independent Insurance Agents of NC, Commercial Lines P & C Programs (2005 – 2010)
EDUCATION
PROFESSIONAL DESIGNATIONS
OTHER ACTIVITIES