Results-driven operations and people leader with expertise in team development, process improvement, and organizational transformation. Proven ability to identify inefficiencies, implement scalable solutions, and coach high-performing teams to drive success. Adept at aligning business operations with strategic goals, fostering a culture of accountability, and leading organizations through periods of growth and change. Passionate about building sustainable systems that empower teams and drive efficiency.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Vice President of Commercial Lines & Operations
Lathrop Insurance
Westerly, RI
01.2023 - 01.2025
Company Overview: Lathrop Insurance is an independent agency offering personal and commercial insurance solutions.
Served as the Integrator in an EOS-driven organization, ensuring strategic alignment across departments and business functions.
Led HR initiatives, including performance management, compensation structure updates, and employee engagement programs.
Spearheaded process optimization efforts, refining workflows, implementing technology solutions, and reducing inefficiencies.
Designed and executed leadership training programs, equipping teams with skills to elevate performance and operational effectiveness.
Developed a coaching-first leadership approach, fostering a high-performance, solutions-driven culture.
Partnered with executive leadership to improve revenue growth strategies and organizational structure for long-term success.
Developed and executed a business development strategy, focusing on high-value client acquisition and retention.
Partnered with producers and account managers to enhance sales processes, improve client retention, and strengthen carrier relationships.
Provided mentorship and coaching, cultivating a team culture centered on professional growth, accountability, and client service excellence.
Championed strategic initiatives that improved operational efficiency, reduced bottlenecks, and streamlined workflows.
Lathrop Insurance is an independent agency offering personal and commercial insurance solutions.
Sr. Underwriter - Excess Casualty
Zurich
Boston, MA
01.2022 - 01.2023
Company Overview: Zurich is a leading multi-line insurer that serves its customers in global and local markets.
Underwrite and analyze new and renewal business within delegated authority levels of highly complex assignments.
Grow and maintaining a book of business within the underwriting rules and guidelines, insurance laws and regulations, and rating manuals.
Plan and execute a relationship strategy with Zurich's customers (insurance brokers).
Zurich is a leading multi-line insurer that serves its customers in global and local markets.
Underwriter
Argo Group
Providence, Remote Office
01.2020 - 01.2022
Company Overview: Argo Group is specialty insurance company providing property and casualty insurance for businesses.
Underwrite and offer casualty insurance policies for mid-to-large sized organizations.
Cultivate relationships with key brokers to build the book of business for Argo Primary Casualty.
Collaborate with team members and management to enhance internal training practices and streamline organizational processes.
Argo Group is specialty insurance company providing property and casualty insurance for businesses.
Underwriter - Travel
USLI
Oak Brook, IL
01.2017 - 01.2020
Company Overview: USLI provides underwriting insurance for small businesses along with a select group of specialty products.
Underwrite submissions in accordance with delegated underwriting authority and established guidelines. Process customer requests for quotes, re-quotes and endorsements.
Travel to key clients to develop and maintain business partnerships, drive business and enhance the value proposition of USLI.
Selected to train and coach other underwriters in process, execution and service delivery.
Develop innovative solutions for team to improve efficiency, workflow and to share best practices.
USLI provides underwriting insurance for small businesses along with a select group of specialty products.
Senior Account Manager
Amica Mutual Insurance Company, Linc
Lincoln, RI
01.2013 - 01.2017
Company Overview: AMICA is a direct writer of personal insurance with auto, homeowners, personal excess liability and marine coverage.
Received three promotions in four years, from Associate Account Manager to Account Manager to Senior Account Manager.
Reviewed new business applications to determine insurability based on corporate guidelines.
Assessed new insurance applications, determine appropriate insurance risks and resolve complex issues while maintaining strong client relationships.
Managed a team of customer service associates (~10) and had responsibility for the day-to-day training and coaching.
In partnership with Human Resources, identified and selected top talent for call center through screening resumes and interviewing, managed all employee relations issues, conducted performance reviews.
Set goals for call center associates ensuring alignment with company goals, metrics and deliverables.
Build strong reputation as a motivating manager, maintaining low employee turnover and high satisfaction.
Mentored Account Manager trainees in team and risk management techniques.
Assist in teaching fundamental management training programs for future Associate Account Managers.
AMICA is a direct writer of personal insurance with auto, homeowners, personal excess liability and marine coverage.
Education
Bachelor of Arts - Marketing (minor in Accounting)
ASSUMPTION COLLEGE
Worcester, MA
Skills
Strategic planning
Business development
Process optimization
Risk assessment
Client management
Leadership training
Performance management
Employee engagement
Workflow improvement
Team building
Certification
Certified SCRUM Master
Property & Casualty License
References
References available upon request.
Timeline
Vice President of Commercial Lines & Operations
Lathrop Insurance
01.2023 - 01.2025
Sr. Underwriter - Excess Casualty
Zurich
01.2022 - 01.2023
Underwriter
Argo Group
01.2020 - 01.2022
Underwriter - Travel
USLI
01.2017 - 01.2020
Senior Account Manager
Amica Mutual Insurance Company, Linc
01.2013 - 01.2017
Bachelor of Arts - Marketing (minor in Accounting)