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Jim Tax, Fractional CMO and CRO
Executive Advisor · CMO · CRO · CEO

Jim Tax

Executive operator who has run marketing, revenue, and the P&L in insurance and financial services

Jim has led marketing strategy and operational planning for some of the most respected brands in insurance and financial services — then bought his own company and grew topline nearly 4x with an ROI over 550%. After that he joined a private equity portfolio company, a near-billion-dollar insurer, delivering 32%+ topline growth while improving profitability by $40M.

Fractional CMO + CROExecutive operator
Nearly 4x topline growthOn his own company
550%+ ROIRepositioning & demand gen
Insurance & financial services20 years in the space
About Jim

The executive operator who has carried the number himself

Two decades in insurance and financial services — an owner-operator who grew his own company nearly 4x, and turned a PE-backed insurance company from red to black while growing it 32%.

Most recently, Jim served as CGO and then Interim President of a private equity-backed insurance company, growing topline revenue more than 30% while turning a significant operating loss into a profit within a single year. He rebuilt the marketing organization from a brand-driven start-up model into a performance-driven, data-first team, and grew a major retail partnership by doubling policy volume in a single year.

Following a nearly 20-year run in that space, he bought his own company and — through repositioning, demand generation, product expansion, and M&A — grew topline 3x and generated an ROI of over 550%.

He is passionate about helping brands grow and highly adept at full-funnel evaluation, from value proposition and product fit through retention and cross-sell.

Full-funnel, from value proposition to cross-sell.
How Jim has helped businesses grow

From the C-suite to owner-operator

01

Served as CGO and Interim President at a private equity-backed insurance company, growing topline 32% and turning a significant operating loss into a profit within a year.

02

Led client management — marketing, sales, and service — as VP at USAA, and served as VP, Global Supply Chain & CPO.

03

Ran integrated channels marketing as SVP at Bank of America.

04

Led marketing as CMO at Countrywide Insurance Services.

05

Bought and grew his own company, lifting topline nearly 4x with an ROI over 550% through repositioning, demand gen, product expansion, and M&A.

06

Owner & COO of FirePit Holdings Corp (three Servpro franchises).

07

Evaluates the full funnel — value proposition and product fit through retention and cross-sell.

What Jim does in an engagement

Four jobs, in the order they pay off

Strategic + operational planning

Turn strategy into an operating plan the business can actually run.

Value proposition + positioning

Sharpen the offer, the segments, and the story that wins.

Full-funnel demand

Demand generation and full-funnel analysis from fit through cross-sell.

Growth + M&A

Product expansion and M&A that grow topline, not just headcount.

Executive experience

Operator seats, not advisory titles

CGO & Interim PresidentPrivate Equity-Backed Insurance Company
VP, Client Management + CPOUSAA
SVP, Integrated Channels MarketingBank of America
Chief Marketing OfficerCountrywide Insurance Services
Owner & COOFirePit Holdings (Servpro)
How he works

Consulting expertise

Strategic & Operational PlanningPlanning
Value Proposition DevelopmentPositioning
Persona & SegmentationTargeting
Full-Funnel AnalysisDemand
Mergers & AcquisitionsGrowth
Industry ExpertiseInsurance & finance
Specialties

What he is called in to fix

Jim is brought in when growth needs an operator who has carried the number and owned the company — not just advised on it.

What he does
Strategic & operational planningValue proposition developmentPersona & segmentationFull-funnel analysisDemand generationMergers & acquisitions
Where he has done it
InsuranceFinancial servicesBankingConsumer services
Let's have a conversation

Learn how Jim can help your business

Thirty minutes, no deck. Tell him where growth is stalling and he'll tell you what he'd do about it in the first hundred days.

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