Craig Conwell has over 20 years of experience in senior sales and customer service management roles. He has a track record of driving revenue growth and improving client relationships. His experience includes roles in financial advising, insurance underwriting and sales management. Currently, he works as an Admissions Counselor helping students through the enrollment process.

1. CRAIG CONWELL
1265 Essex Street, #1 • San Diego, CA 92103 • craig.conwell@att.net • 619-987-5514
SENIOR SALES & CUSTOMER SERVICE MANAGER
Senior Sales Team Management / Sales & Service Team Development / Relationship Management
Entrepreneurial Sales & Operations Manager with 20+ year record of achievement and demonstrated success,
producing multimillion-dollar sales growth while providing exceptional customer service in very competitive markets.
Skilled at driving revenue growth, improving client/producer relationships and enhancing office performance. Motivational
mentoring and coaching style improves sales results and enhances staff development. Persistent in: building new
business; improving producer, staff & customer loyalty; & managing complex businesses for profitable results.
Core competencies include:
 Prospect Identification & Development  Effective Business Proposal Development
 Design & Implementation of Client Service Customized for Superior Closing Ratios
Models  Cultivate Referrals from Multiple Sources
 Establishment of Strategic Business Alliances  Underwriting, Contracts, Sales & Services,
for Increasing Business Growth Team Building & Territory Management
 Client Opportunity & Relationship Management
PROFESSIONAL EXPERIENCE
ADMISSIONS COUNSELOR, May 2011 – Present
ASHFORD UNIVERSITY / BRIDGEPOINT EDUCATION, INC., San Diego, CA
Responsible for recruiting and retaining new students from initial inquiry stage through completion of their first
class as a full time student. Verification and qualification of prospective students, identification of student motivation, goals
and abilities for placement in proper degree program and course selection. Assist with application process, financial aid
qualification, and introduction to online classroom environment, setting expectations and empowering student success
through exceptional student customer service, including generating referrals to other new students in the process.
SALES & MARKETING CONSULTANT, December 2008 – May 2011
SELF EMPLOYED CONSULTANT, San Diego, CA
Consult on a per-diem basis for small and medium-sized local businesses, focusing on marketing and customer
service strategies for attracting and retaining clients. When appropriate, implement Client Relationship Management
systems to manage prospects, sales cycles, renewal business and client referrals. Create flowcharts of sales processes
to aid in training, and design templates for efficient and effective automated customer service responses when
appropriate. Assist with web site redesigns, business relocations, hiring and training, benefits administration and prospect
list development.
FINANCIAL ADVISOR & INSURANCE COUNSELOR, December 2005 – December 2008
MERRILL LYNCH, San Diego, CA
Delivered a customized, highest-quality experience to clients, addressing all aspects of their financial life to help
build and protect their wealth. Worked closely with clients to assess their current financial situation, helping them to
identify and prioritize short- and long-term goals and gain an understanding of their risk tolerance. Developed asset
allocation strategies that guided clients toward their goals, considering their investment objectives, risk tolerance and time
horizon. Proposed investments and solutions consistent with their strategy, and monitored their progress and suggested
any changes necessary to help them meet their goals. Exceptional results targeting Seniors, Business Owners and
CPA/Estate Attorney markets.
Selected Achievements:
 Graduated from comprehensive Paths of Achievement training program six months early, and over the
subsequent 2 ½ years added over $18 million in client assets.
 Developed target market strategies for multiple niche markets, including production of qualified prospects, scripts,
business flows, case studies and closing sales, client service and referral strategies.
 Identified and developed strong, sustainable relationships with Centers of Influence referral partners such as
CPAs, tax experts, estate planning attorneys, and charitable organizations.
 Automated, flowcharted and implemented multiple sales and client service/renewal strategies into multiple CRM
software packages, including Salesforce.com, SmartOffice and ACT by Sage CRM.

2. PROFESSIONAL EXPERIENCE (continued)
VICE PRESIDENT, SALES & UNDERWRITING, August 2003 – December 2005
GOLDEN STATE UNDERWRITERS LLC, San Diego, CA
Created a start-up Managing General Underwriter organization leveraging prior existing relationships and creating
new relationships with at-risk stakeholders. Successful at negotiating contract terms, commission levels, profit sharing
bonuses, service fees and coverage pricing with fronting carriers, reinsurers, Lloyds of London, reinsurance
intermediaries, wholesale and retail broker distribution channels. Provided underwriting, sales, premium accounting, policy
issuance and renewal services in coordination with all of our service partners.
Selected Achievements:
 In first 12 months in an extremely competitive stop loss market, successfully placed 10 employer groups with
Fidelity Security Life with $1 million in gross premiums before closing business due to uncompetitive partner
pricing.
 Marketed to the Western U.S. and developed preferred relationships with six producers.
 Integrated functional partnerships with two fronting carriers, two reinsurers, a claims adjudication firm and 5 Third
Party Administrators.
VICE PRESIDENT & SENIOR UNDERWRITER, March 2000 – August 2003
ALL-AMERICAN SPECIALTY INSURANCE SERVICES TEAM, INC., San Diego, CA
Expanded All-American Specialty Insurance Services Team, Inc. from two employees and $2 million in
annualized premium to 12 employees in four remote locations and over $16 million in annualized premium. Responsible
for negotiating renewal contract terms, claims exceptions, commission levels, profit sharing bonuses, service fees and
coverage pricing with fronting carriers, reinsurers, Lloyds of London, reinsurance intermediaries, wholesale and retail
broker distribution channels. Managed an extremely profitable organization that provided underwriting, sales, claims
adjudication, premium accounting, policy issuance, comprehensive operational reporting and renewal services in
coordination with all of our service partners.
Selected Achievements:
 Promoted to President in 13 months, almost two years ahead of plan due to explosive growth and much greater
than budgeted profitability.
 Relocated office and opened satellite offices, fully equipping them for remote underwriting, sales and reporting
functions, including computers, networks, telecommunications & procedures.
 Negotiated above-average servicing fees and profit sharing commissions due to operational excellence and
superior underwriting profits, resulting in over 30% profit margins annually.
ADDITIONAL WORK EXPERIENCE
WESTERN REGIONAL DIRECTOR, RISK BASED SOLUTIONS
Jan. 1999 – Mar. 2000, San Diego, CA
EXECUTIVE DIRECTOR, WESTERN REGION, JOHN ALDEN RISK MANAGEMENT & CAIRNSTONE RE, INC.
Jul. 1989 – Aug. 1998, San Diego, CA
EDUCATION & TRAINING
Master of Arts (MA) – Teaching & Learning with Technology – Ashford University, Clinton, IA (Currently enrolled)
Bachelor of Arts (BA) – Liberal Arts -- University of South Florida, Tampa, FL
Licenses and Registrations:
State of California Insurance License #0C30179:
Life Agent, Accident & Health