Dynamic Sr. Vice President with a proven track record at Risk Strategies Company, excelling in revenue generation and strategic leadership. Expert in developing comprehensive risk management solutions, fostering partnerships, and delivering impactful corporate presentations. Recognized for driving over $1.6 million in revenue while enhancing client satisfaction through innovative service strategies.
· Property and Casualty, Private Equity/Energy Producer.
· Responsible for new business production across Private Equity and Energy Industries.
· Lead service teams to deliver a comprehensive Risk Management platform.
· Lead development of annual client service plan for Account Executives and Account Managers.
· Oversee development of marketing plan for new for prospects and existing clients.
· Lead claim and risk control meetings to ensure client service satisfaction.
· Oversee and maintain underwriting relationships for Private Equity and Energy insurance carriers.
· Lead project teams to provide comprehensive risk management solutions for large-scale renewable projects.
· Network with customers, prospects and partners at conferences and trade shows.
· Responsible for new business production and main relationship contact for clients.
· Develop service strategy for risk management clients around service and marketing the insurance program
· Oversee contracts review to provide insurance recommendations for risk management clients.
· Client list included: International biofuels company, heavy complex construction, multi-national wind farm and transmission line developer, pipeline EPC, oilfield services and upstream E and P
Responsible for executing Risk Management platforms to comply with customer contracts
· Built and serviced a book of Energy and Construction clients, which generated over $1,600,000 in revenue.
· Exceptional producer (top 10 producers county wide) 2007, 2012.
· Responsible for lead generation, new business acquisition, and maintaining high level relationships with current clients and prospects. • Responsibilities include; needs assessment and resource coordination for risk management clients ($100,000 in revenue and up).
· Clients list included: large upstream and midstream oil and gas, mining, alternative energy, oilfield contractors and construction.
· Led teams providing account service strategy to Renewable Energy clients.
· Led renewable energy team on large-scale projects totaling over $10,000,000 in premium.
· Charter member - GCube (renewable energy underwriter) advisory council 2012-2013. • Responsible for Energy specific underwriter relationships.
Responsible for underwriting all commercial lines of coverage.
• Territory included Idaho, Southern Wyoming and Denver encompassing a $7,500,000
book of business.
• Responsible for underwriting casualty and package accounts from $50,000 to
$1,600,000 in premium.
• In 2002, exceeded new business production goals with over $3,750,000 in new
business premium.
• Promoted to Senior Underwriter in March 2003.