Scott Francis
Danville
Summary
Natural team leader with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Hyper focus on client generation and retention.
Overview
25
25
years of professional experience
Work History
Managing Director, FSG West Region Leader
Aon Corporation
05.2021 - Current
- Oversees local FSG teams in San Francisco, Los Angeles, Denver, Dallas and Houston
- Manages a P&L of approximately $85M in revenue to Aon.
- Responsible for setting and executing the FSG strategy, including sales opportunities and client retention
- Executive FSG leader on the largest and most complex accounts in the region
- Drives colleague engagement and recruitment
- Delivers on Aon's 3x3 strategy to deliver the full value of the firm
- Member of the FSG Executive Committee and local San Francisco Office Executive Committee
Managing Director, PacNorth Client Advisory Leader
Marsh
09.2014 - 05.2021
- Manages a Team of Client Advisors in San Francisco, Seattle and Denver
- Directly Responsible for a $50M P&L for the zone
- Over the past 2-years, drove new business growth of +12% and +40% respectively
- Responsible for over $2.75M in new business in 2020
- Work closely with the national FINPRO team and the West zone on strategy and execution
- Currently handle over a $5M book of business
- Member of the Marsh San Francisco Executive Leadership Team
- Responsibilities include setting/executing on regional growth goals, content generation, recruitment and training/development of current staff
Midwest Executive Risk Practice Leader
Hays Companies
08.2010 - 09.2014
- Managed the Executive Risk book across the Chicago, St. Louis and Kansas City offices
- Additional responsibility over the Cyber Practice
- Worked closely with the Sales Team in driving new business growth and expansion in the zone
- Responsible for content generation
Executive Risk Solutions - Midwest Practice Leader
HRH / Willis
09.2006 - 08.2010
- Created the first Executive Risk Solutions team in the Midwest zone
- Grew the book from $Nil in revenue to $2M in 3-years before being acquired by Willis
- Joined the Willis team but kept separate books and P&L
- Responsible for new business generation and recruiting
Assistant Vice President, Executive Risk
Willis
09.2004 - 09.2006
- Responsible for supporting the Senior Brokers on the team on large Fortune 500 accounts
- Serviced a $1M revenue book of predominantly Small/Mid Cap publicly traded companies
- Worked closely with Producers and Account Managers on new business expansion and strategy
Assistant Vice President
Marsh
09.2000 - 09.2004
- Joined FINPRO Department out of college
- Managed the Private Company book for FINPRO San Francisco team and supported the Senior Client Advisors on large public clients
- Mentored and recruited early career colleagues within FINPRO
Education
Bachelor of Science - Economics
Santa Clara University
Santa Clara, CASkills
- New Business Sales & Strategy
- Pipeline Generation
- Budgeting
- Mentoring and training
- Content Generation
- Entrepreneurial
Accomplishments
- Named Risk & Insurance Magazine Power Broker for Technology in 2020 and 2021
Timeline
Managing Director, FSG West Region Leader
Aon Corporation
05.2021 - Current
Managing Director, PacNorth Client Advisory Leader
Marsh
09.2014 - 05.2021
Midwest Executive Risk Practice Leader
Hays Companies
08.2010 - 09.2014
Executive Risk Solutions - Midwest Practice Leader
HRH / Willis
09.2006 - 08.2010
Assistant Vice President, Executive Risk
Willis
09.2004 - 09.2006
Assistant Vice President
Marsh
09.2000 - 09.2004
Bachelor of Science - Economics
Santa Clara University
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