Experienced insurance professional with a robust foundation in underwriting and risk management, known for dynamic analytical skills and a proven track record of optimizing organizational performance. Recognized for driving impactful strategies and delivering measurable results. With expertise spanning sales and operations, excels in making immediate positive contributions across diverse roles. Focused on optimizing operations, dedicated to motivating teams and establishing market dominance. Eager to leverage expertise to drive excellence and innovation within your organization.
Overview
18
18
years of professional experience
Work History
Senior Vice President / Biotech Industry Lead
Platinum Management Liability
10.2021 - Current
Responsibilities include underwriting, marketing, budget and strategy creation, implementation, and monitoring business production for PML
Portfolio comprises an extensive base from small to large public business, with a specialization in public D&O
Spearheaded the development of a pioneering MGA facility, crafting a comprehensive underwriting strategy focused on premium redundant risk in challenging sectors such as IPOs, SPACs, and Biotechnology
Led in multiple capacities across strategy, underwriting, actuarial support, compliance, regulatory oversight, and systems, ensuring expedient and best-in-class service while positively impacting the bottom line
Managed budgeting processes to optimize financial resources and meet organizational goals, demonstrating a keen understanding of financial planning and resource allocation
Cultivated and maintained strong relationships with brokers, fostering collaborative partnerships and enhancing the network of business connections
Played a pivotal role in designing and implementing internal systems, streamlining workflows, and improving overall operational effectiveness within the MGA facility
Created and presented all pre-launch materials, assessments, and infrastructure, including pro forma, reinsurance panel presentations, and due diligence responses
Delivered results exceeding expectations, gaining traction, and achieving targeted scale in a challenging marketplace.
Vice President
Axis Insurance
10.2010 - 10.2021
Achieve long and short term business strategies by effectively achieving profit and growth objectives through responsible marketing and sound underwriting
Utilize strong analytical skills, including financial analysis, excellent verbal and written communication skills, and demonstrated proficiency in sales, marketing and negotiation
Respond to underwriting and marketing strategies and standards by developing a marketing plan that reflects local market competitive conditions and, at the same time, meets growth and profit goals
Ensure that production and underwriting objectives with respect to profitability are achieved.
Account Executive
Travelers Insurance
05.2006 - 09.2010
Provide services to a set of agents such as; retaining their accounts and seeking new opportunities for agents, maintaining a first-rate relationship with them, as well as providing any resources to further their understanding of Traveler’s coverage’s and the need for this type of insurance
Responsible for sales and underwriting including evaluating exposures and negotiating terms and conditions, as well as identifying Cross-sell opportunities
Manage a $3M+ book of private/non-profit business, including all forms (FRIP, Crime, EPL, D&O, ID Fraud, and K&E)
Education
Bachelor of Science - Marketing
Bryant College
Smithfield, Rhode Island
Skills
Strategic Planning & Execution
Dynamic Analytical Skills
Relationship Building
Multifaceted Leadership
Innovative Problem-Solving
Effective Communication
Speaking Engagements
2024 PLUS Cyber University Panelist, Non-Cyber Line of Coverage, Evolution of Cyber Coverage, Interplay Among Lines, February 2024
Timeline
Senior Vice President / Biotech Industry Lead
Platinum Management Liability
10.2021 - Current
Vice President
Axis Insurance
10.2010 - 10.2021
Account Executive
Travelers Insurance
05.2006 - 09.2010
Bachelor of Science - Marketing
Bryant College
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