
Accomplished Commercial/Personal Lines Producer and Certified Insurance Counselor (CIC) with 15+ years of experience building and servicing multimillion-dollar books of business. Grew personal production from $0 to $550,000 in annual revenue ($4M+ premium) while consistently achieving 90%+ retention. Passionate about creating a family-oriented independent agency culture where employees and clients are treated like people, not numbers — the direct opposite of the large corporate/brokerage experience. Ready to transition into independent agency ownership.
Manage and service a $550,000 revenue / $4M+ premium book of business with 90%+ retention
Primary relationship for commercial and personal lines accounts; collaborate daily with service team, underwriters, and carrier field management
Continue organic growth of book post-acquisition while preserving the local, high-touch client experience
Built commercial and personal lines book from $0 to $400,000 revenue ($3M+ premium) through organic growth and referrals
Delivered 90%+ client retention via proactive reviews and genuine relationship focus
Mentored two producers on products offered and client-management best practices
Contributed significantly to agency culture and operations in a tight-knit, family-style environment
Agency Management Systems: AMS360 (Expert) │ Applied EPIC (Expert)
Rating Tools: Vertafore PL Rater │ ACS2000
CRM: HubSpot │ Microsoft Office Suite
Niche Expertise: Contractors │ Restaurants │ Commercial Property │ Personal Lines
Big “I” Michigan Board of Directors (2017 – 2022)
Michigan Association of Insurance Agents (MAIA) Young Agents Council (2010 – 2015)
-Council Chair (2013 – 2014)
-Past Chair (2014 – 2015)
MAIA Young Charger Award Recipient (2015)
Featured in National Underwriter Magazine – “Profiling Insurance Pros Under 40” (Nov 2014)
Michigan Property & Casualty License
Michigan Life & Health License