Experienced with property transactions, client relations, and market analysis. Utilizes negotiation skills to facilitate positive outcomes for new and existing clients. A long history of adaptability and teamwork in achieving business objectives.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Facultative Property Broker
Lockton Re, LLC
12.2022 - Current
Contribute to company revenue growth by managing/ growing a profitable book of business of $1.8M+
Analyze submission data and negotiate property reinsurance placements
Recognize risk transfer objectives and identify the best solutions for client underwriters by maintaining open lines of communication
Build and maintain effective client relationships to drive opportunities and enhance professional brand
Stay up-to-date with the knowledge of insurance carriers and their business practices
Developing Excel-based tool to track reinsurance quotes, compare rates, and provide updates to clients
Responsible for creating a template that facilitates easy review of submissions for reinsurers, helping them prioritize clients’ facultative requests
Assist in allocation of accounts
Executive Underwriter
Navigators Insurance Company
05.2021 - 12.2022
Involvement in Inland Marine and Builder's Risk, while maintaining Property foothold
Managed a renewal book of $5M, while generating new business of $2.5M+ for rapid growth goals
Reallocated accounts as new underwriters were onboarded
Drove profitable growth with the East Coast agents and brokers
Responsible for most difficult agent relationship, with largest account in Inland Marine Unit
Identified opportunities for growth within existing production sources, as well as country-wide expansion
Senior Underwriter
Everest National Insurance Company
01.2020 - 05.2021
Experienced in Property, Inland Marine and Builder's Risk
Managed a renewal book of $6.5M, while generating new business of approximately $3.5M
Drove profitable growth with New York agents and brokers
Duties included developing and negotiating price, coverage, terms and conditions for all new business and renewals while actively identifying cross-sell opportunities
Participated in project to determine opportunity that exists in the Global Property Middle Market Segment
Vice President; Property - Facilities Leader
Marsh USA, Inc. - Qualified Solutions Group
02.2019 - 01.2020
Developed strategy to aggregate business for Inland Marine, Equipment Breakdown and Builders Risk product groups
Oversaw development of the first Marsh and McLennan panels in the United States
Participated in RFP process in development of facilities for the Qualified Solutions Group
Managed portfolio of facility business valued at over $20M of premium
Cultivated new business opportunities for facilities with Corporate Segment Property Practice colleagues
Vice President; Property - Private Equity/M&A
Marsh USA, Inc. - Qualified Solutions Group
11.2017 - 02.2019
Accountable for 65% of Marsh's Middle Market PEMA Property book, with over 80 placements valued at $14M in premium
Collaborated with client team and clients to develop renewal strategy for desired insurance program structure
Delivered marketing results and financial and coverage comparisons to client teams and participated in presentations with clients in collaboration with client teams as needed
Performed contract review and client on insurance requirements in collaboration with risk practices servicing offices
Analyzed program structure and provide pricing indications for due diligence reports for current and prospective clients for acquisition purposes
Vice President; Property Placement Specialist
Marsh USA, Inc. - Qualified Solutions Group
05.2014 - 11.2017
Vetted Marsh's initial book of eligible placements to determine what would come through QSG's placement hub
Helped to work with key markets to develop baseline coverages for Marsh's new middle market platform
Arranged carrier meetings to become familiar with appetites, as well as pipeline upcoming transactions
Launched QSG Property Desk for Bowring MMA and acted as a National Resource for MMA colleagues
Managed a team of placement specialists for Marsh's middle market Northeast Zone, and oversaw the placement of 400 accounts, valued at over $35 Million in booked premium
Implemented procedures for onboarding new QSG colleagues and coordinating events with partner markets
Responsible for a book of $16M in booked premium for roughly 150 placements
Participated in meetings for both new and existing clients, as well as RFPs
Property Associate Underwriter
XL Insurance America
08.2007 - 05.2014
Selected risks, suggested program structure and pricing for both domestic and global accounts
Evaluated all applications for property insurance and determined risk quality within company guidelines by reviewing engineering information and loss data to ensure optimal coverage of all limits
Prepared quotations and proposals to be presented to potential clients for all new business; prepared all required policy issuance instructions
Cultivated and maintained professional relationships with all staff and clients to ensure optimal coverage for all risks
Developed and assisted in training of new Underwriting Associates on all underwriting tasks
Managed over 70 accounts valued at over $30 million book of premium
Communicated with global and domestic team on account servicing and process administration
Received Local Policy Instructions from overseas and adapted Master Policy wording to fit US Rules and Regulations according to XL standards and the Department of Insurance
Education
Bachelor of Arts - Business Administration/ Marketing
Boston College
Chestnut Hill, MA
2005
Skills
Well Developed Interpersonal & Relationship Building Skills
Strong Organization & Communication Skills
Technical knowledge & Background
Excellent Multi-Tasking & Prioritization Skills
Colleague Training & Development
Proficient in Microsoft Office (Excel, Word and PowerPoint)
Results Oriented with solid Business and Brokerage Acumen