Matt Cranney, CIC, CRM

Experience

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  Norwich Union (AVIVA)

  Jan 2001 - Jan 2005

  I was part of a partner development team who worked with high-level corporate partners on their insurance marketing output. My main responsibility was to work on a virtual team on a $400million account, which involved communicating with the partner consistently, ensuring partner marketing materials were FSA compliant, researching new insurance offerings and preparing written papers to support them, and preparing and delivering training on new products. I also project managed the introduction of a further $2million partner to our book. My main achievement in this role was that our virtual team constructed the fourth ever identity theft insurance product to the UK market. On a personal level I helped in preparing most of the published marketing material for the product. In this role I was expected to work to deadlines, work independently, travel regularly, communicate effectively, and build partnerships with people at various levels of the business, as high up as Director. Show less My role included a wide range of responsibilities including dealing with referrals from my team of underwriters, both written and verbal, processing complex commercial policies, designing and delivering training on technical issues and soft skills working with management to ensure that training was delivered in-line with business goals and needs and reacting to feedback, completing a monthly quality control process on my team and providing them with constructive feedback on their performance, planning and assigning departmental work, project management including a project to renew a 1,000 policies with a common renewal date, member of a number of virtual teams including one to establish a new company wide quality control database, conducting interviews for potential new staff members, and also continuing my own personal development in technical underwriting and training. Show less

  • Marketing Consultant

    Jan 2004 - Jan 2005

  • Trading Underwriter

    Jan 2001 - Jan 2004
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  M3 Insurance

  Jun 2005 - now

  As a member of M3’s leadership team, I oversee and provide strategic vision for M3’s Client Services department and Property & Casualty small business sales team, as well as various strategic corporate projects and initiatives. As the Director of Client Services I'm responsible for the leadership and direction of all department client service functions at M3. Through innovation and commitment, I am expected to provide leadership and strategic management to the department. I own the positioning of the department as a partner to sales and as a partner to the company through work on client service standards which allows M3 to provide quality service to our clients. My role is as Client Services Manager, Property & Casualty in the Madison office of Mortenson, Matzelle & Meldrum, Inc. (M3). I am also a member of M3’s management team. My primary role is to manage the service staff of M3 with an emphasis on employee leadership and development. I oversees the workflow of the service representatives, trains new employees, and identify professional development opportunities for my current employees.

  • Executive Vice President: M3 Elevate

    Jan 2021 - now

  • Vice President of Insurance Operations & Brokerage Services

    Jul 2016 - Jan 2021

  • Director of Client Services

    Jan 2012 - Jul 2016

  • Client Services Manager

    Jun 2005 - Jan 2012
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  ASCNet: Large Agent Alliance

  Jul 2008 - Jan 2016

  President

  I served as the President for the Board of the ASCNet: Large Agent Alliance. The Large Agent Alliance is a non-geographic chapter of ASCNet, where we seek to bring together Large Agencies from across the country twice a year to discuss issues that impact us as Large Agencies, with a primary focus on the impact Applied Systems technology has on our firms.My duties included:- Chairing meetings and ensuring that our time together was impactful and worthy of the investment our members made to attend- Maintaining a vibrant partnership with Applied Systems and their staff across multiple departments to ensure that both parties derive value from our Chapter- Running our Board meetings and holding Board members accountable to dispense the duties of their positions- Recruiting new members and making sure current members continue to be extremely satisfied with the value they derive from our Chapter Show less

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  PIA Of Wisconsin

  Aug 2013 - Jan 2020

  Past President & Executive Board Member

  As an elected member of the PIA of WI Board of Directors, and Executive Board, I am responsible for overseeing the organization and working to ensure our organization is continuing to do everything it can to support Independent Agencies in the state of WI. I was privileged to serve through the Executive Board Chairs and as President in 2018 / 2019.

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  United Way of Dane County

  Jan 2016 - Jan 2020

  Key Club Council Past President & Member

  Key Club is United Way of Dane County’s longest-running and largest leadership giving group with aninspiring network of over 4,000 community influencers. At the core of every community are leaderswhose caring and personal leadership set the course for others. In our community, these generousindividuals (making an annual household gift of $750-$9,999) come together to accelerate positivechange for Dane County through a tradition of caring. Key Club gifts comprise almost one-quarter of all dollars raised annually and make an enormous impact on the lives of our neighbors. The Council exists to unlock the leadership potential of Dane County and I had the privilege of serving both on the Council and as it's President in 2018. Show less