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I'm Patrick Zerarka...
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Sales & AI Marketing
B2B Sales & Marketing Executive with 20+ years of experience driving revenue growth, scaling distribution networks, and executing AI-powered GTM and Sales Enablement strategies across the Insurance Industry and SaaS vertical. Proven record delivering 35%+ YoY growth, building high-performing sales teams, expanding broker and carrier partnerships, and leading complex M&A integrations. Expert in AI-driven automation, CRM optimization, and accelerating MQL/SQL performance through data-informed marketing initiatives.
Recognized for strengthening strategic partners’ collaboration and consistently delivering top-tier results.
VP Sales & AI Marketing
Expertise
Expertise
Strategic Sales & Leadership
AI Marketing Automation
Strategic Channel Enablement
CRM & AI Workflow Automation
Strategic Partnership Dvpt
SaaS, HubSpot, Salesforce
Agentic & Interactive Voice AI
Alliance Partnership Growth
B2B Account Management
Team Leadership Dvpt
Data-Driven Decision Making
Results-Driven Plan Execution
Engaging and Personable
Skilled in M&A Expansion
Executive Leadership & Growth
B2B Revenue Growth Strategy
Enterprise Sales Enablement
KPI Analytics
Territory Market Expansion
Insurance & Channel Expertise
P&C Commercial & Personal Lines
Team leadership
Critical thinking
Premium Growth Strategy
Relationship building
M&A Integration & Due Diligence
SaaS Sales Enablement
CRM Optimization
Multi-Channel Distribution
Cross-functional communication
AI Marketing Automation
GTM Development
Data-Driven Decision Making
Strategic Partnership Alignment
Broker/Agency Partnerships
Decision-making
Carrier/MGA Relations
Retention Optimization
Agency Enablement
Technology, AI & Automation
Workflow Automation
Agentic Voice AI
Expertise
Expertise
Executive Leadership & Growth
B2B Revenue Growth Strategy
Enterprise Sales Enablement
KPI Analytics
Workflow Automation
Territory Market Expansion
Insurance & Channel Expertise
Team leadership
Critical thinking
Premium Growth Strategy
Relationship building
M&A Integration & Due Diligence
SaaS Sales Enablement
CRM Optimization
Multi-Channel Distribution
Cross-functional communication
AI Marketing Automation
GTM Development
Data-Driven Decision Making
Strategic Partnership Alignment
Broker/Agency Partnerships
Carrier/MGA Relations
Strategic Sales & Leadership
AI Marketing Automation
Strategic Channel Enablement
CRM & AI Workflow Automation
Strategic Partnership Dvpt
SaaS, HubSpot, Salesforce
Agentic & Interactive Voice AI
Alliance Partnership Growth
B2B Account Management
Team Leadership Dvpt
Data-Driven Decision Making
Results-Driven Plan Execution
Engaging and Personable
Skilled in M&A Expansion
Work History
Work History
VP Sales & AI Marketing
EzyTise - June, 2021 - Present
Delivered 35% year-over-year revenue growth by building and executing an AI-powered go-to-market (GTM) strategy for B2B SaaS and insurance brokers.
Designed and executed vertical-specific GTM strategies that increased brand penetration, accelerated new business acquisition, and scaled entry into new commercial segments.
Executed end-to-end sales enablement strategies, including playbooks, AI-powered workflows, objection-handling frameworks, and product positioning guides, equipping BDRs and AEs to increase conversion rates, shorten sales cycles, and sustain quota attainment at 120–160% each quarter.
Partnered cross-functionally with Product, Marketing, Sales Leadership, and the Executive Team to align GTM initiatives, refine product-market fit, improve messaging, and accelerate feature adoption,driving unified execution across revenue, product development, and customer growth functions.
Increased MQL production by 180% and reduced manual operational workload by 60% through deployment of advanced AI marketing automation, CRM optimization, and intelligent workflow design.
Leveraged data-driven insights and real-time KPIs to refine sales forecasting, mitigate risks, and optimize channel performance across national territories.
VP Sales & AI Marketing
EzyTise - June, 2021 - Present
Delivered 35% year-over-year revenue growth by building and executing an AI-powered go-to-market (GTM) strategy for B2B SaaS and insurance brokers.
Designed and executed vertical-specific GTM strategies that increased brand penetration, accelerated new business acquisition, and scaled entry into new commercial segments.
Executed end-to-end sales enablement strategies, including playbooks, AI-powered workflows, objection-handling frameworks, and product positioning guides, equipping BDRs and AEs to increase conversion rates, shorten sales cycles, and sustain quota attainment at 120–160% each quarter.
Partnered cross-functionally with Product, Marketing, Sales Leadership, and the Executive Team to align GTM initiatives, refine product-market fit, improve messaging, and accelerate feature adoption,driving unified execution across revenue, product development, and customer growth functions.
Increased MQL production by 180% and reduced manual operational workload by 60% through deployment of advanced AI marketing automation, CRM optimization, and intelligent workflow design.
Leveraged data-driven insights and real-time KPIs to refine sales forecasting, mitigate risks, and optimize channel performance across national territories.
Regional Sales Manager
Iroquois Group [Ironpeak] - April, 2014 - June, 2021
Iroquois Group - [Ironpeak]
April, 2014 - June, 2021
Oversaw $350M+ managed premium for the Arizona territory, consistently delivering double-digit growth and outperforming regional targets.
Built and strengthened long-term partnerships with independent brokers, driving profitable growth and expanding commercial small-to-mid market penetration.
Expanded distribution reach by onboarding 70+ independent brokers and forging partnerships with 26 national and regional carriers, strengthening co-branded sales programs and industry positioning.
Led and executed $65M+ in M&A activity, including market expansion, partner onboarding, due diligence, and integration support for newly acquired agencies.
Cultivated strategic relationships with regional and national carriers, enhancing underwriting alignment and improving profitability across agency portfolios.
Improved retention rates and optimized loss ratios through data-driven decision-making and consultative broker support.
Oversaw $350M+ managed premium for the Arizona territory, consistently delivering double-digit growth and outperforming regional targets.
Built and strengthened long-term partnerships with independent brokers, driving profitable growth and expanding commercial small-to-mid market penetration.
Expanded distribution reach by onboarding 70+ independent brokers and forging partnerships with 26 national and regional carriers, strengthening co-branded sales programs and industry positioning.
Led and executed $65M+ in M&A activity, including market expansion, partner onboarding, due diligence, and integration support for newly acquired agencies.
Cultivated strategic relationships with regional and national carriers, enhancing underwriting alignment and improving profitability across agency portfolios.
Improved retention rates and optimized loss ratios through data-driven decision-making and consultative broker support.
Sales Executive
Travelers Insurance - April, 2011 - April, 2014
Travelers Insurance
April, 2011 - April, 2013
Increased new business and profitable premium production across the Arizona market using a consultative sales and marketing approach.
Reached average of 125% of sales goals each year.
Provided sales forecasts within 95% accuracy each quarter and each year for long-term strategic planning.
Advised independent agents on growth strategy, digital marketing execution, retention planning, and lead generation optimization.
Implemented online marketing initiatives (SEO, digital media, lead funnels) that improved agency visibility and inbound conversions.
Leveraged CRM systems to manage pipeline activity, track performance, and accelerate sales cycles.
Increased new business by 150% and profitable premium production by 35% across the Arizona market using a consultative sales approach.
Reached average of 125% of sales goals each year.
Provided sales forecasts within 95% accuracy each quarter and each year for long-term strategic planning.
Advised independent agents on growth strategy, digital marketing execution, retention planning, and lead generation optimization.
Implemented online marketing initiatives (SEO, digital media, lead funnels) that improved agency visibility and inbound conversions.
Leveraged CRM systems to manage pipeline activity, track performance, and accelerate sales cycles.
Regional Sales Manager
MetLife Insurance - June, 2007 - April, 2011
MetLife Insurance
June, 2007 - April, 2011
Delivered 25% year-over-year sales growth for three consecutive years, doubling territory premium volume and positioning the region as a top-performing market.
Led, coached, and developed a high-performing regional sales team, increasing profitable sales by 50% through targeted training programs, performance optimization, and strategic sales enablement.
Expanded policies-in-force and strengthened long-term broker and client relationships through a consultative, data-driven field leadership approach.
Represented MetLife at regional trade shows, industry conferences, and enterprise-level presentations to drive brand visibility, deepen partnerships, and generate new business opportunities.
Built and expanded strategic broker and agency partnerships, improving territory penetration and accelerating growth across key commercial and personal lines segments.
Collaborated with underwriting, product, and marketing teams to refine market positioning, enhance product competitiveness, and support complex case development, resulting in higher close ratios and improved retention.
Delivered 25% year-over-year sales growth for three consecutive years, doubling territory premium volume and positioning the region as a top-performing market.
Led, coached, and developed a high-performing regional sales team, increasing profitable sales by 50% through targeted training programs, performance optimization, and strategic sales enablement.
Expanded policies-in-force and strengthened long-term broker and client relationships through a consultative, data-driven field leadership approach.
Represented MetLife at regional trade shows, industry conferences, and enterprise-level presentations to drive brand visibility, deepen partnerships, and generate new business opportunities.
Built and expanded strategic broker and agency partnerships, improving territory penetration and accelerating growth across key commercial and personal lines segments.
Collaborated with underwriting, product, and marketing teams to refine market positioning, enhance product competitiveness, and support complex case development, resulting in higher close ratios and improved retention.
Business Consultant
Nationwide Insurance - Feb, 2006 - June, 2007
Nationwide Insurance
Feb, 2006 - June, 2007
Drove regional growth by building strategic partnerships with key agency leaders and implementing customized business development solutions tailored to each broker’s market.
Led statewide agent acquisition efforts, generating $50M+ in new premium volume and expanding the agency network footprint across priority territories.
Designed and delivered high-impact training programs that improved agent competitiveness, strengthened sales execution, and boosted overall productivity.
Developed strategic plans to elevate customer engagement and enhance broker-led retention initiatives.
Applied a consultative selling approach with independent insurance brokers, providing market insights, prospecting strategies, and growth blueprints that aligned with their business models and agency goals.
Engaged brokers using cash-flow modeling and pro-forma analysis to demonstrate the revenue potential of new products, cross-sell opportunities, and book-of-business expansion, empowering agencies to make data-backed growth decisions.
Drove regional growth by building strategic partnerships with key agency leaders and implementing customized business development solutions tailored to each broker’s market.
Led statewide agent acquisition efforts, generating $50M+ in new premium volume and expanding the agency network footprint across priority territories.
Designed and delivered high-impact training programs that improved agent competitiveness, strengthened sales execution, and boosted overall productivity.
Developed strategic plans to elevate customer engagement and enhance broker-led retention initiatives.
Applied a consultative selling approach with independent insurance brokers, providing market insights, prospecting strategies, and growth blueprints that aligned with their business models and agency goals.
Engaged brokers using cash-flow modeling and pro-forma analysis to demonstrate the revenue potential of new products, cross-sell opportunities, and book-of-business expansion, empowering agencies to make data-backed growth decisions.