Indira Dabydeen
Hollywood,FL
Summary
Senior Private Client Risk Manager focusing on account management, client relationships and business development.
Concentrating on larger, complex accounts that benefit from strategic thinking, collaboration and tailored solutions.
Looking to contribute to an organization that can benefit from a seasoned Risk Manager with over 30 years of experience, excellent communication skills, efficient at problem solving and strong leadership capabilities.
Overview
1
1
Certification
19
19
years of professional experience
Work History
Senior Private Client Account Manager / Team Lead
Marsh McLennan
Palm Beach Gardens, FL
03.2023 - Current
- Manage a book of business for high-net-worth individuals and families ranging in size from $50,000 - $500,000 in premium. My book consists of approximately 85 accounts. Through maintaining / servicing existing policies, adding new lines of business and providing advice and guidance, I have built strong, trusting relationships. In constant contact with my clients throughout the year as I address life changes, concerns, questions and perform annual reviews via conference calls or in person meetings. Throughout this process I work closely with producers to ensure together we are meeting the client's needs and expectations.
- Work with target markets including Private Client Select, Chubb, PURE, Vault, Berkley One, and Cincinnati forging relationships with our underwriters to brainstorm on accounts in order to provide the best possible options for clients. Also work with a number of brokers including AMWins, Orchid, Burns & Wilcox and Tokio Marine Highland to seek non-admitted options when necessary.
- Provide guidance and support to a team of 7 colleagues as a Team Lead as well as to any other colleagues within Marsh seeking assistance. Meet with each team member on a bi-weekly basis to address challenging accounts, collaborate on marketing or discuss any matters that they seek help with. In addition, I prepare a monthly meeting for my team to include company updates, coverage highlights, tips, procedural changes, reminders, etc. Manage PTO for my team which includes scheduling and coordinating back up resources.
- Participate in interviewing prospective account managers and assist with onboarding and training new colleagues. Training includes company procedures/workflows, system training, market guidelines and procedures as well as reviewing progress.
Private Client Risk Manager / Business Development
HUB International Limited
Davie, FL
07.2021 - 03.2023
- Managed Private Client accounts to support producers and enhance client relationships, contributing to account growth and comprehensive coverage. Account premiums ranged from $25,000 - $200,00.
- Worked with high-net-worth specialty markets including Chubb, PURE, AIG, Vault, Berkley One and Cincinnati to create insurance solutions for my clients. Maintained strong relationships and proactive communication with producers on account strategies, preparing annual reviews and conducting renewal meetings with clients while ensuring timely updates.
- Prepared and presented renewal spreadsheets at department meetings to identify and evaluate marketing opportunities.
- Offered direct support and advice to clients to accurately provide coverage, offered account options and made necessary changes to meet the individual's needs.
Private Client Risk Manager / Business Development
Bateman, Gordon & Sands, Inc.
Lighthouse Point, FL
07.2017 - 07.2021
- Managed and helped develop a high-net-worth book of business of accounts ranging in premium from $25,000 to $200,000.
- Created personal insurance solutions customized to each individual's specific needs.
- Worked with specialty markets including PURE, Chubb, AIG, and others to package coverage for high-value homes, secondary locations, automobile, umbrella, collections, etc. Our partnership with local markets further expanded my capabilities to provide insurance solutions.
- Provided a complete risk analysis each year and proposed coverage options to meet my client's expectations.
- Maintained account retention rate of 85%-95%.
Private Client Risk Manager / Business Development
Hays Companies
Plantation, FL
05.2009 - 12.2016
- Built a network of relationships within Hays Companies working in conjunction with commercial producers to develop the South Florida Private Client Division.
- Established relationships outside of the company via networking to establish a strong presence within the local community.
- Performed detailed analysis of high-net-worth accounts to create tailored insurance solutions via Private Client markets.
- Worked closely with team members to prepare proposals as well as overall account support.
- Presented proposals via conference call or in person meetings for accounts ranging from $25,000 - $150,000.
- 95% Account retention rate.
- Maintained an ongoing advisory role with clients.
Private Client Risk Manager
Corporate Insurance Advisors
Fort Lauderdale, FL
10.2007 - 05.2008
- Developed and implemented custom insurance solutions for affluent clients.
- Assisted with developing a South Florida Private Client Division by networking externally as well as with commercial producers.
- Worked directly with high-net-worth markets including Chubb, AIG, and PURE as well as local markets.
- Oversaw account management and service to ensure comprehensive support for clients ranging from marketing, preparing and presenting proposals, annual reviews, policy changes as well as overall guidance.
Education
Associate of Science - Business Administration
Broward College
Coconut Creek, FL2-20 General Lines Agent -
Gold Coast School of Insurance
Oakland Park, FLSkills
Epic / Applied / TAM / Sagitta / Leadership / Outlook / Excel / Client Management / Relationship building / Communication / Time management
Accomplishments
- 2013 Recipient of Fireman's Fund Heritage Grant - $6,000 donated to Plantation Fire Department
- 2015 Top Performer / Hays Companies
- 2015 #2 Private Client Producer / Hays Companies
- 2016 #1 Private Client Producer / Hays Companies
Certification
Chartered Private Risk and Insurance Advisor (CPRIA) / Private Risk Management Association
Timeline
Senior Private Client Account Manager / Team Lead
Marsh McLennan
03.2023 - Current
Private Client Risk Manager / Business Development
HUB International Limited
07.2021 - 03.2023
Private Client Risk Manager / Business Development
Bateman, Gordon & Sands, Inc.
07.2017 - 07.2021
Private Client Risk Manager / Business Development
Hays Companies
05.2009 - 12.2016
Private Client Risk Manager
Corporate Insurance Advisors
10.2007 - 05.2008
Associate of Science - Business Administration
Broward College
2-20 General Lines Agent -
Gold Coast School of Insurance