Professional with strong background in strategic leadership and financial management. Proven ability to drive organizational growth through effective team collaboration and adaptable problem-solving. Skilled in financial analysis, risk management, and stakeholder engagement. Valued for reliability, adaptability, and results-driven approach.
Overview
20
20
years of professional experience
1
1
Certification
Work History
First Vice President
Alliant Insurance Services
08.2019 - Current
Built strong relationships with clients, resulting in increased retention rates and referrals for new business.
Streamlined operations for better efficiency by implementing new software and technology tools within the department.
Developed comprehensive financial reports that informed executive decision-making and supported long-term strategic planning.
Mentored junior team members, fostering professional growth and improved performance within the firm.
Established a culture of continuous learning and professional development, empowering staff to stay current on industry trends and best practices.
Coordinated cross-functional teams to deliver seamless service and support for complex client needs.
Director, Account Executive
Krauter & Company
01.2013 - 08.2019
Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
Streamlined account management processes for increased efficiency and improved client retention rates.
Director, Account Executive
Crystal & Company
06.2007 - 01.2013
Managed and motivated employees to be productive and engaged in work.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Excellent communication skills, both verbal and written.
Account Executive
Rampart Insurance Services
06.2006 - 06.2007
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Account Manager
HUB International Limited
07.2004 - 06.2006
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Education
Bachelor of Science - Psychology
University of Florida
Gainesville, FL
05-2004
Skills
Certification
CLCS
ARM
Timeline
First Vice President
Alliant Insurance Services
08.2019 - Current
Director, Account Executive
Krauter & Company
01.2013 - 08.2019
Director, Account Executive
Crystal & Company
06.2007 - 01.2013
Account Executive
Rampart Insurance Services
06.2006 - 06.2007
Account Manager
HUB International Limited
07.2004 - 06.2006
CLCS
ARM
Bachelor of Science - Psychology
University of Florida
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