How to Leverage Behavioral Science Insights for Direct Mail Success
Margo espinosabusdev 040616
1. Margo M. Espinosa 860.216.7638 mrmespinosa@att.net www.linkedin.com/in/margoespinosa
Strong relationship builder, marketer and entrepreneur with GROWTH mindset. Patient, yet effective
coach, trainer and mentor with an independent and flexible leadership style focused on achieving
teams’ success. Clear, detailed communicator. Exceptional project manager. Furthering own
professional growth through continuing education and workshops.
ACHIEVEMENTS
Guest presenter for UConn’s Marketing Management MBA class (February, 2016) Topic: “The
Excess & Surplus Lines Insurance Market: Structure & Go-To-Market Sales”
Earned UConn undergraduate degree and insurance designations while working full-time
Valid Connecticut Property and Casualty Producers License
Hartford Chamber of Commerce, Vice Chair and Board Member
Elected to Town of Canton, CT Board of Assessment Appeals (2016)
Connecticut Notary Public in good standing
Nominated and won first place for Fastest Growing Privately-Owned Company - Business
Champion’s Award
Article published in The Regional Review – “Company’s In-House Training Program”
Oversaw, managed and nationally marketed color magazine commemorating company’s 10-
year anniversary profitably and under budget
Achieve Hartford! volunteer
EMPLOYMENT
Town of Farmington, CT 6/15 – 11/15
Assessor’s Office Assistant (contract position)
Updated 2014 Grand List of over $3.5 billion with real estate, motor vehicle and personal
property adjustments
Streamlined and improved work-flow administrative duties with efficiency and accuracy
IFG Companies (formerly Guilford Specialty Group) Hartford, CT 6/99 – 1/14
Director – Marketing, Brokerage
14th
hire of privately-owned Property & Casualty Excess & Surplus lines insurance company;
contributed to its profitable growth from start-up to $300+ million premium
Promoted from Regional to National Director
Strategized with colleagues to offer in-demand new products profitably to brokers
Created, promoted and managed marketing campaigns; resulted in hundreds of new business
binders, increased renewal base maintaining profitable premium growth
Oversaw 100+ broker contracts
Company-wide influencer; researched, analyzed and provided competitor and industry
intelligence and trends; enhanced product portfolio and competitiveness in the marketplace
Project manager for over 30 NAPSLO and AAMGA conventions
Trained and mentored 20+ new college hires
Managed four marketing direct reports
Advisor on G.R.O.W. board (Growth in Relationships and Opportunities for Women)
2. Margo M. Espinosa
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GULF INSURANCE (formerly Travelers Specialty) Hartford, CT 9/98 – 6/99
Account Executive
Accountants Professional Liability & Real Estate Errors & Omissions production underwriter in
24-state territory
Exceeded new and renewal production goals with hundreds of assigned agents; achieved over
$1.5 million profitable book
Participated in industry trade shows and conventions
TRAVELERS SPECIALTY, Hartford, CT 3/97 – 9/98
Account Executive
Marketed company’s portfolio of property & casualty insurance products to over 100 top agents
Doubled premiums written with key agents within first 6 months compared to previous year
Conducted presentations specifically tailored to agent audience
Mentored and educated company’s underwriting staff on benefits of marketing department’s
capabilities
EDUCATION
Bachelor of General Studies, University of Connecticut
RPLU, ASLI, AINS, AIS Insurance Designations
Certificate of General Insurance
Continuing Education – Property/Casualty License
NAPSLO E&S School, St. Louis, MO
University of Hartford Entrepreneurial Center, Business Workshops
Conversational Spanish, Duolingo & Babble (on-line)
Writing Creative Nonfiction, The Great Courses ®
COMPUTER
Windows Office (Outlook, Excel, PowerPoint, Word), CRM