Accomplished account manager, account executive, producer & broker with more than 40 years of risk management & insurance experience. Experience includes program management for lawyer & accountant professional liability insurance programs. Worked with management teams to develop cost effective risk management & insurance programs that address evolving & emerging risk. Worked with financial, technical and user buying influences of clients and prospects. Worked closely with lawyers and accountants in industry & private practice to develop risk management & insurance solutions. Worked with legal & accounting industry Centers of Influence & Trade Associations to foster relationships with clients, prospects and insurance markets. Miller Heiman Strategic Sales Training informs his approach to account management, client retention and new business development
Developed and implemented strategic marketing plans focused on lawyers in private practice & in-house counsel and Association of Legal Administrators Centers of Influence. Leverages networks of lawyers developed during 27 years with Jamison Insurance Group and on leadership teams of Minority Corporate Counsel Association, American Intellectual Property Law Education Foundation and Lawyers For One America
Provided risk management & insurance advise in connection with Picture That Consultants (PTC) clients that included corporations, academic institutions, healthcare organizations, financial service firms, professional service firms, foundations, government entities, cultural-based organizations, galleries and auction houses. These advisory services included reviewing contracts to insure appropriate allocation of risks between PTC, clients & prospects and independent contractors the firm works with.
Provided advice to Directors & Officers, CEO's, CFO's, In-House Counsel, Law Firms & Accounting Firms dealing with evolving risk management and insurance challenges.
Provided risk management & insurance brokerage services for professional service firms, professional associations of lawyers & accountants businesses, nonprofits & government entities. Negotiated with Domestic Admitted Market, Lloyds of London & other Excess & Surplus Lines Markets. Over 27 years provided risk management services for over 2,000 law & 1,000 accounting firms including :
Worked with Chairman on ; new business development initiatives and large clients & prospects in business, nonprofit and government arenas. Assisted marketing team and account executives dealing with insurers & underwriters I worked with during my 10 years with Johnson & Higgins and Alexander & Alexander
INSURANCE LICENSES
2024-2026
1990-2016
1984-1990
The National Alliance for Insurance Education & Research Certifications
1990-2015
Insurance Brokers Association of New York Inc - President & Board Member
American Intellectual Property Law Education Foundation - President & Trustee
National Insurance Industry Association - President New York Chapter
National African American Insurance Association - Vice Chair & Board Member
Minority Corporate Counsel Association - Trustee & Committee Chair
Association of Professionals in Risk Related Disciplines - Committee Chair
Phi Beta Sigma Fraternity - President Pace University Chapter
Professional Liability Underwriting Society - Member
INSURANCE LICENSES
2024-2026
1990-2016
1984-1990
The National Alliance for Insurance Education & Research Certifications
1990-2015