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Hi, I’m Rob Salerno, an insurance tech and automation strategist with 15+ years delivering measurable business outcomes across insurance and financial services. I lead enterprise automation programs spanning RPA, IPA, and BPM, with a focus on AI integration, process optimization, and governance to improve efficiency, reduce costs, and scale digital transformation. I enjoy collaborating with cross-functional teams to align automation initiatives with strategic goals while ensuring regulatory and data-security compliance. I’ve steered initiatives across major insurers and financial services organizations, driving growth through data-driven decisioning, governance, and scalable automation ecosystems. My work emphasizes pragmatic AI adoption, stakeholder alignment, and change enablement to maximize adoption, value, and customer experience.…Hi, I’m Rob Salerno, an insurance tech and automation strategist with 15+ years delivering measurable business outcomes across insurance and financial services. I lead enterprise automation programs spanning RPA, IPA, and BPM, with a focus on AI integration, process optimization, and governance to improve efficiency, reduce costs, and scale digital transformation. I enjoy collaborating with cross-functional teams to align automation initiatives with strategic goals while ensuring regulatory and data-security compliance. I’ve steered initiatives across major insurers and financial services organizations, driving growth through data-driven decisioning, governance, and scalable automation ecosystems. My work emphasizes pragmatic AI adoption, stakeholder alignment, and change enablement to maximize adoption, value, and customer experience.

Rob Salerno

Digital Marketer, SEO Expert, Project Manager, +3

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Hi, I’m Rob Salerno, an insurance tech and automation strategist with 15+ years delivering measurable business outcomes across insurance and financial services. I lead enterprise automation programs spanning RPA, IPA, and BPM, with a focus on AI integration, process optimization, and governance to improve efficiency, reduce costs, and scale digital transformation. I enjoy collaborating with cross-functional teams to align automation initiatives with strategic goals while ensuring regulatory and data-security compliance. I’ve steered initiatives across major insurers and financial services organizations, driving growth through data-driven decisioning, governance, and scalable automation ecosystems. My work emphasizes pragmatic AI adoption, stakeholder alignment, and change enablement to maximize adoption, value, and customer experience.…Hi, I’m Rob Salerno, an insurance tech and automation strategist with 15+ years delivering measurable business outcomes across insurance and financial services. I lead enterprise automation programs spanning RPA, IPA, and BPM, with a focus on AI integration, process optimization, and governance to improve efficiency, reduce costs, and scale digital transformation. I enjoy collaborating with cross-functional teams to align automation initiatives with strategic goals while ensuring regulatory and data-security compliance. I’ve steered initiatives across major insurers and financial services organizations, driving growth through data-driven decisioning, governance, and scalable automation ecosystems. My work emphasizes pragmatic AI adoption, stakeholder alignment, and change enablement to maximize adoption, value, and customer experience.

Available to hire

Hi, I’m Rob Salerno, an insurance tech and automation strategist with 15+ years delivering measurable business outcomes across insurance and financial services. I lead enterprise automation programs spanning RPA, IPA, and BPM, with a focus on AI integration, process optimization, and governance to improve efficiency, reduce costs, and scale digital transformation. I enjoy collaborating with cross-functional teams to align automation initiatives with strategic goals while ensuring regulatory and data-security compliance.

I’ve steered initiatives across major insurers and financial services organizations, driving growth through data-driven decisioning, governance, and scalable automation ecosystems. My work emphasizes pragmatic AI adoption, stakeholder alignment, and change enablement to maximize adoption, value, and customer experience.

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Work Experience

Head of AI Development (Contract) at UNLOCKEDCRM.ai

September 1, 2025 - Present

Lead enterprise automation strategy integrating RPA, IPA, and BPM frameworks across CRM and insurance agent workflows to drive efficiency and scalability. Design, deploy, and optimize AI models that enhance lead scoring and operational speed through predictive analytics and process automation. Implement governance standards for automation lifecycle management, ensuring data security and compliance with industry regulations. Partner with business and technology leaders to identify high-impact automation opportunities aligned with revenue growth and customer experience goals. Manage cross-functional teams responsible for automation portfolios and continuous improvement initiatives.

Digital Transformation Consultant (Contract) at WAX collect.com / ElisaForLife.com / OpenChoice.net

January 1, 2025 - Present

Directed implementation of AI-enabled automation for embedded insurance platforms, resulting in a 40% increase in policy quotes within six months. Deployed IPA frameworks in quote flow and risk profile scoring using Freshpaint, ClosedLoop, and Datagrid to streamline underwriting accuracy and decision speed. Established data-driven producer dashboards to track KPIs and performance metrics, improving underperforming outcomes by 15% in four months. Introduced workflow automation and digital binding processes, reducing policy issuance time by 70% and boosting satisfaction scores by 30%. Led organizational change management to ensure adoption of new automation tools and data-driven workflows across producers and partners.

Head of Growth at WAX

April 1, 2024 - October 16, 2025

Executed a lead generation strategy that garnered 11,000 unique leads with a blended CPL of $23, leading to 1,281 issued policies; achieved a 12% lead-to-policy rate and generated $3.2MM in total gross insurance premium. In 2024, onboarded and managed an off-shore Contact Center to help improve margins and reduce CAC by 20%. Led ABM marketing strategy and onboarded over 150 Broker Agencies responsible for driving over $1MM in additional premium in 2023 as well as carrier relations with Chubb. Managed two direct reports.

GROWTH ARCHITECT at Guardian Life

December 1, 2021 - October 16, 2025

Spearheaded the comprehensive management of the 2021 growth demand generation campaign for the former GuardianDirect.com, focusing on SEO, PPC, and Salesforce Marketing Cloud email marketing. Leveraged Journey Builder & Email to enhance customer engagement, leading to a 30% boost in conversion rates. Led automation of Salesforce Marketing Cloud campaigns using Journey Builder and segmentation to boost conversion rates by 30%. Applied process-optimization techniques and automation governance to streamline PPC and SEO operations, improving lead quality by 20%. Partnered with product and data teams to implement BAW workflows supporting multi-channel insurance products (Dental, Vision, Critical Illness, Accident, Pet).

DIRECTOR OF DIGITAL MARKETING at The Hartford

July 1, 2020 - October 16, 2025

Managed the 2017-19 SEO strategy and Marketing Automation for TheHartford.com for both Small Commercial and Personal Lines Auto & Home Insurance using Interaction Studio, Journey Builder and Email Studio; launched mobile (AMP). Reached #1 Organic SEO NonBrand ranking for Workers Comp, General Liability, and Small Business Insurance. Managed the Salesforce Marketing Cloud Messaging and Top of the Funnel Demand Generation strategy including Salesforce & Einstein User Journey. Led SEO growth and marketing automation initiatives to increase organic entrances and quotes.

DIGITAL MARKETING CONSULTANT (Contract Role) at Thomas Arts / Aetna Medicare

December 1, 2016 - October 16, 2025

Project management for the launch of AetnaMedicare.com's RSVP Tool designed to drive Medicare Prospect Lead Generation to Medicare Seminar events. Targeted over 10MM RSVP direct mail prospects with an omni-channel and marketing automation approach, converting 10% into enrollments. Implemented the Message by Market digital strategy for 500+ US Counties and led A/B testing strategies across the conversion funnel.

DIRECTOR, DIGITAL LEAD DEMAND GENERATION at Sonova

November 1, 2015 - October 16, 2025

Led digital lead generation initiatives and demand generation strategies for Sonova, driving optimized SEO, PPC, and CRM-driven campaigns to increase qualified leads and engagement across products.

DIRECTOR, DIGITAL MARKETING LEAD, INDIVIDUAL & FAMILY PLANS at Cigna

April 1, 2014 - October 16, 2025

Directed digital marketing and marketing automation efforts for Individual & Family Plans, overseeing SEO strategy, PPC, and marketing automation programs to enhance quote generation and lead quality.