Jim Stack, CIC, AAI

Jim Stack, CIC, AAI

Pharmaceutical Sales Representative

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location of Jim Stack, CIC, AAIWebster, New York, United States

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  • Timeline

  • 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 - 1998
      Bachelor’s Degree EDUCATION
    • University of Arizona Global Campus

      2015 - 2017
      Master of Business Administration (M.B.A.)
  • Experience

    • PDI, Inc.

      Jan 2000 - Jan 2003
      Pharmaceutical Sales Representative

      Focused 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 2005
      Group Benefits Sales Representative

      Managed 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 2006
      Pharmaceutical Sales Specialist / Field Training Associate

      I 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 2011
      Sr. Territory Sales Manager

      As 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 2022

      American 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 2022
      • Sr. Territory Sales Manager

        Aug 2011 - Nov 2022
    • Munich Re (Group)

      Feb 2018 - Dec 2023
      Munich Re US DEI Business Lead

      My 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 - now
      VP, Broker Relationship Leader

      As 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

  • Honors & Awards

    • Awarded to Jim Stack, CIC, AAI
      Munich Re Toastmasters Club Toastmasters Feb 2022 2nd Place - Spring Speech Evaluation Contest
    • Awarded to Jim Stack, CIC, AAI
      RISE Award - February 1, 2019
    • Awarded to Jim Stack, CIC, AAI
      2017 Sales Leader of the Year - East Region - January 1, 2018
    • Awarded to Jim Stack, CIC, AAI
      Living the Brand Award American Modern Insurance Group Feb 2016
    • Awarded to Jim Stack, CIC, AAI
      2014 Sales Leader of the Year - East Region American Modern Insurance Group (a subsidiary of Munich Re)
    • Awarded to Jim Stack, CIC, AAI
      Black Belt in Mauy Thai Shogun Martial Arts, Webster, NY http://www.shogunma.com/
    • Awarded to Jim Stack, CIC, AAI
      Innovation Award National General Insurance (formerly GMAC Insurance)
  • Volunteer Experience

    • Showcase Judge

      Issued by TechOlympics on Feb 2022
      TechOlympicsAssociated with Jim Stack, CIC, AAI