An Aviation Insurance Professional with proven ability to drive client satisfaction and revenue growth. Leveraged strategic account management and relationship-building to achieve significant business outcomes. Known for collaborative leadership and adaptability in dynamic markets, bringing skills in client communication and sales strategy to team.
Overview
13
13
years of professional experience
Work History
Account Executive / Principal – Aviation
Epic Insurance Brokers & Consultants
10.2024 - 04.2025
Served as the primary point of contact and trusted advisor for a high-value portfolio of complex aviation accounts, including large charter fleet operators and aircraft flown on behalf of Fortune 500 companies and globally recognized brands
Delivered white-glove client service across all stages of the insurance lifecycle—new business, renewals, mid-term changes, and claims support—ensuring responsiveness, accuracy, and personalized attention
Maintained exceptional client satisfaction and contributed directly to account retention through proactive communication, strategic risk guidance, and a deep understanding of each client’s operational and coverage needs
Managed fleets ranging from turboprops to heavy jets used in VIP charter, executive transport, and corporate shuttle operations, navigating complex risk profiles and underwriting requirements
Led all aspects of policy management, including negotiation with aviation underwriters, coverage placement, premium structuring, and document accuracy
Identified and corrected underwriting discrepancies to protect policy integrity and reduce potential E&O exposure, while advocating internally for improvements to account service workflows
Maintained continuity and retention of high-value aviation accounts during a legally sensitive transition period, ensuring client trust, comfort and stability
Recognized for consistently high service standards that reinforced client loyalty, strengthened brand reputation, and positioned the firm as a long-term risk partner for top-tier aviation clients
Aviation Insurance Practice Leader
CRC Insurance Group
03.2021 - 10.2024
Founded and grew a successful aviation insurance practice focused on wholesale brokerage solutions for retail agents with a diverse aviation client base
Served as lead broker for retail agents placing risks across multiple segments, including Part 91 and 135 operators, aviation service providers, and aviation product manufacturers
Negotiated tailored aviation insurance programs with underwriters, securing optimal terms for coverages including hull and liability, workers' compensation, general liability, and products liability
Led client-facing engagements with retail producers and carrier partners, facilitating underwriting presentations, exposure discussions, and renewal strategies
Represented the aviation practice at industry conferences and cross-selling events to promote visibility, strengthen market relationships, and drive new business
Provided consultative support to retail agents through detailed risk analysis and proactive guidance on evolving aviation exposures
Aviation Insurance Broker
Arlington/Roe & Company
10.2012 - 03.2021
Delivered wholesale aviation insurance solutions to a broad network of retail agents across multiple states, acting as the primary aviation point of contact within the firm
Facilitated placements for a wide range of aviation risks including pleasure and business use, industrial aid, FBOs, rotorcraft operations, and product manufacturers
Collaborated closely with underwriters to develop competitive terms and resolve complex underwriting challenges
Represented the aviation division at trade shows and conferences, expanding market presence and supporting agent development
Initiated and supported automation improvements in coordination with internal IT teams to streamline operations and improve client turnaround
Cultivated strong, trust-based relationships with retail agents by providing timely service, strategic market insights, and responsive account support
Cross-Functional Collaboration & Carrier Communication
Strategic Renewal Planning
Presentation & Proposal Development
Accomplishments
Certified Aviation Insurance Professional
Property and Casualty License
Membership Committee Chair – Aviation Insurance Association (AIA)
Member – National Business Aviation Association (NBAA)
Timeline
Account Executive / Principal – Aviation
Epic Insurance Brokers & Consultants
10.2024 - 04.2025
Aviation Insurance Practice Leader
CRC Insurance Group
03.2021 - 10.2024
Aviation Insurance Broker
Arlington/Roe & Company
10.2012 - 03.2021
Post-Baccalaureate Certificate - Accounting
Indiana University Southeast
Bachelor of Science -
Centre College
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