
Jim Stack, CIC, AAI
Pharmaceutical Sales Representative

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About me
Broker Relationship Leader, VP at Munich Re Specialty - North America
Education

The Institutes
-Accredited Advisor in Insurance (AAI)
New York State Department of Financial Services
-Insurance Broker Property & Casualty
Risk & Insurance Education Alliance
2013 -Certified Insurance Counselor (CIC)
State University of New York Brockport
1994 - 1998Bachelor’s Degree EDUCATION
University of Arizona Global Campus
2015 - 2017Master of Business Administration (M.B.A.)
Experience

PDI, Inc.
Jan 2000 - Jan 2003Pharmaceutical Sales RepresentativeFocused on marketing and expanding AstraZeneca's gastrointestinal product portfolio within physician offices and hospitals. As one of the company's top-performing sales representatives, I was selected for an exclusive 12-month management training program. This program involved leading various sales management initiatives and stepping into the Regional Sales Director role as required.

MetLife
Feb 2003 - Sept 2005Group Benefits Sales RepresentativeManaged broker relationships across Western New York, overseeing a diverse product portfolio that included LTD/STD, 401(k), Dental, Life, Supplemental Life, and other ancillary lines. Held a New York Life Insurance license and FINRA Series 6 and 63 certifications to support this role effectively.

PDI, Inc.
Jan 2005 - Jan 2006Pharmaceutical Sales Specialist / Field Training AssociateI was responsible for marketing and expanding AstraZeneca's respiratory product portfolio to healthcare practitioners throughout Western and Central New York. As a high-performing Pharmaceutical Sales Representative, I was selected for the regional Field Training Associate program, where I mentored and trained new sales representatives in the field. In this role, I also contributed to a regional team that successfully onboarded new classes of sales representatives, ensuring their smooth transition and integration into the company. Show less

National General Insurance
Apr 2006 - Aug 2011Sr. Territory Sales ManagerAs a Senior Territory Sales Manager at National General, I managed relationships with 185 independent insurance agents and brokers across Western and Central New York. My role involved strengthening these partnerships to drive business growth and profitability.In addition to my sales responsibilities, I served on the Independent Insurance Agents of Monroe County (IIAMC) board and contributed to the Rochester I-Day committee. Consistently recognized as a top-performing Territory Sales Manager in the region, I demonstrated a strong track record of achieving and surpassing sales targets.Innovation Award - 2010 Show less

American Modern Insurance Group
Aug 2011 - Nov 2022American Modern, a wholly owned subsidiary of Munich Re, stands as one of the most respected specialty personal lines insurance companies in the US. In my role, I managed relationships with independent insurance agents and brokers throughout New York and Connecticut, working closely with colleagues in product, underwriting, marketing, and actuarial departments to drive profitable growth across all product lines.During my time at American Modern, I played an active role in several value-added projects, including the development of the Site Built Dwelling strategy, a market segmentation initiative, a CRM implementation strategy, mentoring, and revamping the company’s sales training program. As part of Munich Re's Leadership Development Program, I earned my MBA at the University of Arizona Global Campus. Additionally, I served as a Regional Training Facilitator for the East Region.RISE Award - February, May 2019, AMIG Influencer Team - 2018, Sales Leader of the Year (East) - 2017Living the Brand Award - 2015, Sales Leader of the Year (East) - 2014, Munich Re US P&C Diversity, Equity & Inclusion Council Member, DEI in Sales Lead, Munich Re DEI Strategy Team, Site Built Strategy team, CRM Implementation Strategy team, Market Segmentation team, BOOST Mentoring Program, Regional Sales TrainerCross Platform Ambassador Show less
Regional Training Facilitator
Feb 2020 - Nov 2022Sr. Territory Sales Manager
Aug 2011 - Nov 2022
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Munich Re (Group)
Feb 2018 - Dec 2023Munich Re US DEI Business LeadMy team and I leveraged DEI engagement and collaboration to strengthen and expand relationships with key client companies across Munich Re US P&C. We enhance brand awareness and grow market share in diverse markets through strategic initiatives. By embedding DEI into the company’s business operations, we support Munich Re's US activities and drive inclusive growth and innovation.

Munich Re Specialty - North America
Nov 2022 - nowVP, Broker Relationship LeaderAs a Broker Relationship Leader, I oversee and nurture Munich Re Specialty's strategic partnerships with key brokers across C-Suite, divisional, and regional levels. My primary objective is to drive profitable growth by facilitating the seamless integration of Munich Re's extensive portfolio of products and specialized insurance solutions.In my role as a member of the Excess & Surplus leadership team, I actively contribute to strategic decision-making, ensuring that Munich Re Specialty's resources are aligned for optimal responsiveness and impact. Through innovative collaboration and a deep understanding of the market, I help position our organization and partners for sustained success.A few of the solutions Munich Re offers includes:- Excess and Surplus Single Risk Property, Casualty, MPL, LPL, HPL and GL.- Binding Authority Solutions- Insurance Programs- Cyber / Tech E&O- Equipment Breakdown- Ocean and Inland Marine- Public Entity Solutions- IoT Sensor Technology- Group Identity Recovery- Terrorism- Technology-Enhanced Auto- Automated Underwriting Solutions Show less
Licenses & Certifications
- View certificate

Asking Great Sales Questions
LinkedInFeb 2021 - View certificate

Developing Your Team Members
LinkedInFeb 2021 - View certificate

Coaching Skills for Leaders and Managers
LinkedInFeb 2021 - View certificate

The Cure for Impostor Syndrome
LinkedInFeb 2021 - View certificate

Digital Body Language
LinkedInFeb 2021 - View certificate

Rules for Rising Leaders
LinkedInFeb 2021 - View certificate

Executive Presence on Video Conference Calls
LinkedInFeb 2021 - View certificate

Difficult Conversations: Talking about Race at Work
LinkedInFeb 2021 - View certificate

The Six Morning Habits of High Performers
LinkedInFeb 2021 - View certificate

How to Train Your Brain for Maximum Growth
LinkedInFeb 2021
Honors & Awards
- Awarded to Jim Stack, CIC, AAIMunich Re Toastmasters Club Toastmasters Feb 2022 2nd Place - Spring Speech Evaluation Contest
- Awarded to Jim Stack, CIC, AAIRISE Award - February 1, 2019
- Awarded to Jim Stack, CIC, AAI2017 Sales Leader of the Year - East Region - January 1, 2018
- Awarded to Jim Stack, CIC, AAILiving the Brand Award American Modern Insurance Group Feb 2016
- Awarded to Jim Stack, CIC, AAI2014 Sales Leader of the Year - East Region American Modern Insurance Group (a subsidiary of Munich Re)
- Awarded to Jim Stack, CIC, AAIBlack Belt in Mauy Thai Shogun Martial Arts, Webster, NY http://www.shogunma.com/
- Awarded to Jim Stack, CIC, AAIInnovation Award National General Insurance (formerly GMAC Insurance)
Volunteer Experience
Showcase Judge
Issued by TechOlympics on Feb 2022
Associated with Jim Stack, CIC, AAI
Languages
- enEnglish
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