Results-driven property broker with extensive experience managing a substantial portfolio. Expertise in commercial insurance, fostering broker relationships, and developing customized insurance programs for Fortune 1000 clients. Seeking leadership roles in property/casualty account management and underwriting opportunities.
Overview
8
8
years of professional experience
4
4
Certifications
Work History
Property Account Executive
Brown & Brown Insurance Services Inc.
Philadelphia, PA
02.2024 - Current
Directed marketing efforts and placement processes for sophisticated property programs composed of single carrier, quota share, and shared and layered structures.
Directed strategic placement of extensive habitational and real estate portfolios, prioritizing new business opportunities presented by Brown & Brown alongside management of current book of business.
Coordinated client marketing initiatives alongside multiple departments to guarantee all internal teams deliver comprehensive options for clients.
Managed diverse book of business encompassing large manufacturing, real estate, public entities, and various occupancies, excluding energy
Global Property Broker
Aon Risk Services
Philadelphia, PA
01.2022 - 02.2024
Oversaw placement of large client property insurance programs, primarily consisting of Fortune 1000 companies.
Facilitated negotiations of limits, terms, and conditions with underwriters tailored to unique characteristics and exposures of each individual client.
Created and executed specialized insurance programs for Healthcare, Manufacturing, and Municipality risks, incorporating single carrier, quota share, and layered options.
Maintained strong relationships with property markets to establish strong broker and carrier partnerships.
Cultivated strong relationships with clients and internal colleagues to identify unique exposures clients face
Enhanced and expanded substantial book of business, achieving growth to $28M despite volatility in hard market from 2022-2024
Program Underwriter
NSM Insurance Group
Conshohocken, PA
08.2019 - 01.2022
Developed and maintained large portfolio of Middle-Market Healthcare, Nonprofit & Social Service risks totaling $19M in premium annually.
Achieved production targets by establishing strategic marketing objectives and fostering broker relationships, generating $4M in new business premium each year.
Underwrote property and casualty lines within authority guidelines, achieving 92% renewal retention on book of business.
Negotiated renewal terms with brokers and clients using consultative underwriting approach.
Reviewed applications for coverage and loss control reports to determine acceptable risk levels.
Senior Account Executive
Philadelphia Insurance Companies
Bala Cynwyd, PA
03.2018 - 08.2019
Worked closely with underwriters and marketing representatives to develop suitable terms and conditions for each individual policy issued.
Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Acted in an Account Manager capacity and was responsible for $12M in premium per year for small/middle market nonprofit and social service risks.
Explained coverage options to potential policyholders, answering questions or concerns.
Exceeded assigned sales and retention targets each quarter by upselling insurance products.