Successfully managed a Middle Market portfolio of over $80M, consistently exceeding financial targets, and optimizing key performance indicators to enhance business operations.
Successfully coached and mentored an entry-level manager, guiding them to achieve the next-level Director role.
Guided and motivated a team of eight underwriters through strong communication practices, helping them develop into the best versions of themselves and achieve outstanding performance
Expertise in building and maintaining strong agency relationships, ensuring high levels of satisfaction, and retention.
Develop and implement strategies for Eastern Michigan branch based on current trends, underwriting results, opportunities and directives resulted in improved underwriting profit.
Ability to streamline operations, improve processes, and enhance overall efficiency within the branch.
Manager, Middle Market Sales Underwriting
The Hanover Insurance Group
Howell, MI
03.2021 - 07.2022
Managed a Middle Market Sales team of three underwriters for the Eastern Michigan branch.
Successfully managed an individual portfolio of $10M while growing the book by $1.6M.
Rebuilt the Michigan branch; hired and onboarded three new underwriters.
Enhanced team member performance through strategic coaching and training, leading team meetings for continuous improvement.
Expertise in building and maintaining strong agency relationships, ensuring high levels of satisfaction, and retention.
Senior Middle Market Sales Underwriter
The Hanover Insurance Group
Howell, MI
07.2018 - 03.2021
Since 2018, I had exceeded sales goals and implemented strategies that contributed to increased growth in sales and profitability, both individually and for the region.
Significantly grew and established relationships with the assigned underdeveloped territory within the first year of hire, and established new key agents.
Fostered relationships with agents to enhance loyalty and retention.
Promoted the company's enterprise-wide sales strategy while conducting joint meetings with other departments.
Stayed current on industry trends and changes, and participated in professional development opportunities to strengthen product and service knowledge.
Elevated team performance by assisting in coaching for areas of prospecting, sales, and value-added presentations. Team lead for the new Middle Market Salesforce program.
Continuous review on a monthly or quarterly basis of the current book of business with key agent partners to ensure a consistent partnership between the agent and insured relationship, and the profitability of the account.
Middle Market Field Manager
Westfield Insurance
Westfield Center, Ohio
02.2017 - 07.2018
Represents the company and solicits New Business from key partner agents within the state of Michigan.
Met annual sales goal of $1.3M within 8 months of first year hire.
Involved and promoting other internal business partners (Claims, Risk Control, Premium Audit, Underwriting, CUO Line of Business Leaders, Billing, etc.) in the prospecting, sales, and underwriting process as well as for servicing the account.
Contributes to monthly renewal strategy discussions with underwriting and services team to develop renewal strategy for individual Middle Market renewals. Prior to renewal, discusses the renewal strategy with the agent and assists in delivering renewal as needed.
Commercial -Account Executive Sr.
State Auto Insurance
Columbus, OH
09.2012 - 02.2017
Manages an assigned territory of independent insurance agencies within the state of Michigan.
Team lead and provided new business commercial lines sales and underwriting to those assigned within that territory. Weekly coaching meetings set up for assigned team to discuss agent relationships, existing book and growth projections.
Analyzes competitor pricing/coverages to help enhance current product.
Assisted in approving and appointing new agency prospects.
Evaluated agency plant and communicating positive/negative information regarding retention, growth and overall agency standing to leadership via conference calls or documentation within company system.
Responsible for analyzing growth and retention data for territory on a monthly/quarterly/annual basis.
Developed tracking tool for Mid Market department to help manage written premium, loss ratio and growth goals and provide results to leadership.
Commercial Lines Underwriter
Michigan Millers Mutual Insurance Company
Lansing, MI
03.2008 - 09.2012
Markets and develops agency relationships within the state of Michigan to ensure growth and profitability.
Solicits a select group of focus agents that represent the desired partnership model.
Analyzes individual risk pricing for new business submissions and renewals within written authority.
Actively communicated with agencies to obtain information needed to underwrite risk and address issues.
Targets 4-6 agencies per month for potential growth opportunity to visit and solicit Michigan Millers within that assigned territory; solicitation includes visits at an agent’s office or various event outings.
Education
MBA - Insurance
The University of Olivet
Olivet, MI
05-2025
BBA - Marketing
Cleary University
Ann Arbor, MI
The Institutes
The Institutes
The Institutes
Resident Producer License
State Of Michigan
Skills
Michigan territory specialist
Brand awareness development
Accomplished in relationship selling
Proven sales track record
Goal-oriented
Exceptional time management
Team leadership
Training & Development
Accomplishments
2023 Emerging Leader Award- American Property Casualty Insurance Association.
2020 Nominee for Individual President Excellence Award for Business Development at Hanover Insurance.
2020 Great Escape winner, top sales performer- Hanover Insurance.
2019 Great Escape winner, top sales performer- Hanover Insurance.
2016 #4 Top Sales Performer- State Auto Insurance Middle Market.
Affiliations
Employee Engagement Committee, Hanover Insurance
Independent Insurance Agents of Genesee County, IIAGC
Independent Insurance Agents of Macomb County, IIAM