Change-focused leader with 19+ years of experience in insurance operations as branch manager and VP. Execute strategic initiatives that align current operations with future needs. Known for operational efficiency improvements driven by disciplined planning and cross-functional relationship management.
Overview
1
1
Certification
19
19
years of professional experience
Work History
Platform SBU Director
AssuredPartners
Roseville, CA
09.2025 - Current
Collaborated with cross-functional teams to streamline operational efficiencies.
Collaborated with senior leadership to set long-term objectives for the company.
Led strategic initiatives to enhance client relationships and drive business growth.
Conducted regular meetings with department heads to review progress on strategic initiatives.
Identified opportunities for improvement in operational performance metrics.
Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
Coordinated activities with other departments to expedite work and improve collaboration.
Assessed employee performance against established benchmarks or targets.
Branch Manager/Vice President
AssuredPartners
Roseville, CA
05.2018 - 09.2025
Delivered measurable results through executive planning aligned with team priorities and business goals.
Generated EBITA of 25%-29% and OG of 7% (11/2019-2021-aquired by AP-2 yr earnout period achieved 102% to goal).
Drove budget alignment with company objectives and financial targets.
Created stronger OG performance through CS and Sales alignment.
Produced smoother operations by identifying issues and executing targeted solutions.
Improved project visibility through regular executive communication on progress status and direction.
Supported better business decisions and deal outcomes through strategic input.
Achieved stronger milestone completion by setting performance goals and actionable tactics.
Built stronger competitive positioning through industry networking and best-practice insights.
Delivered improved team efficiency and sales strategy through KPI development.
Commercial Lines Manager
AssuredPartners
Roseville, CA
06.2012 - 05.2018
Developed training materials for new team members on commercial lines procedures.
Maintained up-to-date knowledge of market trends affecting commercial insurance.
Created and implemented underwriting policies and procedures for commercial lines.
Identified process improvement opportunities to enhance operational efficiency.
Resolved customer complaints and disputes swiftly to ensure satisfaction.
Facilitated cross-departmental communication regarding commercial lines issues.
Prepared monthly financial statements related to commercial lines portfolio.
Produced reports on key metrics, including premium volume and claims experience.
Senior Account Executive
First Service Insurance Agents & Brokers Inc
Roseville, California
06.2007 - 06.2012
Supported client accounts for commercial insurance coverage across middle market construction portfolio with book size between $1.9-$2.1m in revenue.
Built strong client and underwriter relationships to keep communication clear and responsive.
Supported inside sales efforts to drive revenue growth on book between 5-10%.
Advised clients on risk management strategies to reduce potential coverage gaps.
Managed policy renewal negotiations addressed client concerns, and improved terms where possible.
Managed day-to-day client accounts, ensuring high levels of customer satisfaction.
Trained junior staff on account management best practices and client engagement strategies.
Prepared client presentations for new products and services.
Skills
Leadership and team motivation
Bridging service and sales gaps
Strategic planning skills
Mentoring capabilities
Effective change management
Creation of SOPs and workflows
Optimization of customer interactions
Addressing complex challenges
Negotiating E&O
Implementation of best practices in the industry
Relationship fostering
Monitoring of performance outcomes
Defining key performance indicators (KPIs)
Expertise in forecasting
19 years' experience in E&S surplus lines market with a focus on California construction
Certification
The ABC leadership formula-Bill Cole 2014
Leadership-Eric Anderson-2015
Business Mastery I and II -Tony Robbins 2017 and 2018
AP Leadership-Women in Business-2020
Continuous one on one leadership mentoring-2018-2024-Reading material: The motive, 5 levels of leadership, Love'em or Lose'em, Emotional Intelligence, How Sucessful People Lead, Getting Naked, The Advantage