Dynamic professional with a proven track record at AssuredPartners, successfully managing a $5M book of business. Expert in relationship building and negotiation, driving client satisfaction and referral growth. Adept at risk assessment and production scheduling, fostering strong team collaboration to achieve superior results.
Maintained and grew a $5,000,000 book of business.
Specialized in taking qualified fully insured businesses to a partial self funded program via various Captives.
Generated referral business from satisfied clients.
Developed strong relationships with insurance companies allowing me to negotiate superior terms and pricing.
Conducted risk assessment to identify exposures and determine the best course of action to avoid the impact.