Dynamic insurance professional with a proven track record at Aon, specializing in Cyber and Management Liability. Excelled in relationship building and strategic sales, achieving a 70% book growth. Skilled in Property & Casualty and adept in client relations, demonstrated by surpassing sales objectives. Recognized as Most Valuable Broker, embodying exceptional negotiation and insurance expertise.
As a Broker at Aon, I specialize in the placement of Cyber, Technology E&O, MPL, Crypto, and Management Liability.
I exhibited my insurance expertise and experience by superseding new business objectives by 27.33% in 2023 and achieving a 70% book growth while fostering relationships with underwriters, account executives, clients, and producers. Maintained a true renewal retention ratio of 88%. In addition to successfully accomplishing a 6.6% commission uplift.
As a Insurance Advisor at CoverWallet, I demonstrated exceptional proficiency in the utilization of client relationship building strategies and sales tactics to surpass sales objectives. I consistently maintained a 85% retention rate while exceeding 120% of target sales for new business numbers by providing quotes and promoting a variety of insurance products; President's Club award recipient. Specialize in Cyber, D&O, E&O, EPLI, Malpractice, Property and Casualty.
Managed 300+ policies and renewals annually at Grand World Insurance Inc, collaborating with underwriters to customize insurance policies for client satisfaction. Recruited and trained personnel on company services and operational procedures, concentrated on Homeowners, Auto, Workers Compensation, Property and Casualty.
In my position as an Underwriting Assistant at New Age Underwriters Agency, I efficiently processed applications, payments, and endorsements. I maintained accurate activity and production logs, providing valuable insights to agency management. Through effective communication, both in person and over the phone, I successfully promoted agency products to clients, showcasing my dedication to client satisfaction.