Joe Addison

About Joe Addison

I lead sales operations, producer development, and strategic projects at Associated Insurance Management (AIM), a top 100 independent commercial insurance agency serving real estate owners and investors across the Mid-Atlantic.My focus is on building scalable sales systems, strengthening carrier partnerships, and tightening the connection between sales, service, and underwriting to support sustainable growth.Day-to-day, I work across:• Producer onboarding, training, and performance development• Carrier strategy and underwriting alignment• Operational workflows, automation, and process improvement• Complex commercial real estate and habitational portfoliosI’m motivated by building teams, creating structure where there’s friction, and helping organizations grow through profitably, efficiency, and accountability.

Experience

1. Special Projects Manager

   Associated Insurance Management, Llc

   Mar 2020 — Present · Silver Spring, MD, US

   Sales Leadership & Producer Management-Recruit, onboard, and train new producers-Set production goals and track pipeline performance-Run weekly producer meetings and coaching sessions-Build compensation structures and incentive programs-Drive accountability and performance standards-Support producers on complex deal strategy and closingOperations & Process Improvement-Design and implement workflows (AMS, CRM, Service Provider Integration)-Optimize document routing, billing, and service models-Lead SOP creation and system modernization-Reduce friction between sales, service, and carriersCarrier & Underwriting Relationships-Manage top carrier partnerships-Negotiate pricing, terms, and underwriting exceptions-Oversee carrier performance and appetite alignment-Lead BORs, escalations, and relationship recovery when needed

Education

• Salisbury University

  Political Science, Political Science and Government

  2009 — 2013

Skills

• Team Building
• Microsoft Word
• Microsoft Office
• Sales
• Customer Service
• Accounting
• Professional Liability
• Access
• Property
• Social Networking
• Training
• Customer Satisfaction
• Insurance
• Public Speaking
• Risk Management
• Microsoft Excel
• Powerpoint
• Time Management
• Social Media
• Contract Negotiation
• Leadership