California Insurance Center
Served as "de-facto" COO, successfully refocusing this company to support new growth initiatives
This commercial insurance brokerage, with $100 million in annual premium volume, was constrained by a recent merger, inadequate succession planning, "management-by-committee" and poor leadership performance. The company lacked cohesive vision and sufficient operating infrastructure to support growth and performance excellence. With a TBG Director operating as COO, The Browning Group redefined the management team and Board roles, established a strengthened CEO position, helped define and then engage the entire organization in a revitalized vision, created a "Best Practices/Operational Excellence" model and converted the company from short to long term strategic and financial planning. The firm is now poised to ramp to a $25 million volume operation in the next three to five years. With a clear direction and a successfully transformed infrastructure the company has achieved significantly improved sales and customer service along with improved performance in each operating department
