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Herb Katz

Herb Katz


Quest Excel Inc.

Executive delivering business elements that pundits have mentioned, but as of yet have not put together.


Quest Excel Inc.


• Guide clients in establishing digital presence to establish new customer engagements.
• Direct digital and customer acquisition experience initiatives across a number of industries.
• Manages team to define, develop, and implement processes that assist business development.
• Define enterprise digital road-map and strategy for distinct brands, developing business
models allowing for a vertical niche market strategy.
• Provide e-commerce strategic direction to field representatives.
• Collaborated with client personal on digital marketing concepts and lead generation,
resulting in increased sales for a number of distribution channels.
• Integrate website analytics and CRM platforms to grow visibility.

◊ Led event engagements with up to 3,000 participants for a STEM-focused
organization, managing related vendor relationships.
◊ Support the branding and PR practices of two non-profit organizations.
◊ Created and manage digital presence for clients, developing webpage, optimizing SEO, and enhancing market reach via Facebook/Twitter social media platforms.
◊ Initially assisted brokers in strategy development and product positioning of life
insurance in the digital market space.
◊ Identified client prospects and provided sales fulfillment for a community bank
insurance program.

Career medium 01
Career medium 06


Insurance Coordinator

• Established and spearheaded insurance agency operations within a security broker/dealer.
• Enhanced market share through execution of key engagement initiatives.

◊ Created government compliant policies & procedures ensuring smooth operations of agency.
◊ Developed a cohesive, skilled team built on respect, resulting in high staff-retention rates.
◊ Generated strategic cross-sell revenue, integrating marketing presentation to provide
education with needs based selling.


The Hartford

Account Executive

• Forged strategic, mutually beneficial alliances with wire houses representatives.
• Served as liaison between field representatives and underwriters, acting as key point of
contact to negotiate and resolve difficult situations.
• Negotiated lucrative contracts with insurance agencies.

◊ Developed database to house critical information for various marketing presentations.
◊ Successfully targeted underdeveloped business opportunity and enlisted stock brokers as
new sales channel; alleviated initial hesitation and built long-term relationships that
continue to provide production to company.
◊ Significantly boosting revenues and production of life insurance for national firms.

Career medium 03

Roger Williams University

Bachelor of Science (BS), Business Administration and Marketing