Professional with 20 years of experience in client relationship management and account support. Expertise in assessing needs and delivering tailored solutions that enhance satisfaction and operational success. Proven ability to maintain strong, long-term relationships with clients.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Insurance Broker (P&C)
Next Level Insurance
Phoenix, MD
09.2024 - 09.2025
Managed client accounts and insurance applications from start to finish, ensuring accuracy, compliance, and timely policy issuance.
Built strong client relationships through proactive communication, issue resolution, and consistent follow-up, driving retention and satisfaction.
Collaborated with underwriters and internal teams to streamline processes while identifying opportunities to expand coverage and services.
Manager of Access Plus
Potomac Insurance Network
Baltimore, MD
02.2024 - 08.2024
Remotely trained and supported new and existing member agencies, providing guidance on quoting, binding, and service workflows to improve accuracy and efficiency.
Delivered clear instructions on procedures and best practices, ensuring smooth policy issuance and consistent client servicing.
Served as a liaison between agents and underwriters, facilitating communication, resolving concerns, and negotiating policy terms to achieve timely solutions.
Coordinated policy renewals and proactively communicated with clients to maintain accuracy and timeliness.
Negotiated with underwriters to secure competitive terms, while streamlining processes, and resolving coverage concerns.
Agent/CSR (P&C)
American Insurance & Financial Services
Fallston, MD
10.2010 - 01.2019
Managed commercial client accounts and personal lines policies, ensuring accuracy, compliance, and high client satisfaction.
Developed and implemented tailored insurance solutions, including life insurance, while coordinating renewals and maintaining strong client relationships.
Partnered with underwriters and internal teams to negotiate terms, streamline processes, and resolve coverage issues efficiently.
Agent Associate
State Farm | Jack Thibodeau, Agency
Lanham, MD
06.2006 - 10.2010
Managed a client portfolio, providing tailored solutions, while driving sales of life insurance and complementary products.
Built and maintained strong client relationships to promote satisfaction, loyalty, and retention.
Coordinated account servicing and cross-selling initiatives to support business growth and operational efficiency.