Experienced surety professional with over 20 years of experience in the surety industry. Excellent reputation for smart underwriting, building and maintaining strong customer relationships, and respectful management.
Overview
20
20
years of professional experience
Work History
Regional Vice President
Merchants Bonding Company
11.2021 - Current
Primary duties include leading, coaching, training contract underwriting teams in Seattle, WA and Portland, OR, cultivating agency relationships over a six state territory, and implement overall strategies for the territory.
Focused on contractors doing under $100m in revenue and $50mm single and $100mm aggregate bonded only programs.
In two year was able to grow book by 75%. Ended 2023 with over $18mm in contract premium and became the largest territory within Merchants.
Won the 2023 Tigger award for top leader at Merchants leadership retreat.
Underwriting Manager
Markel Surety
06.2019 - 11.2021
Primary duties included cultivating relationships with agents to build company's presence with select agents in the Pacific Northwest.
Focused on small to large contract and subdivision accounts
Responsible for building my territory's revenue from zero to $4 million through 9 months in 2021 and projected to finish over $5 million for the year.
Secondary duties included managing underwriting assistant team. Helped build procedures and coordinate resource to train the team to maximize efficiencies to support the underwriting team.
Underwriting Manager
AmTrust Surety, The Insco Dico Group
01.2014 - 06.2019
Primary duties included producing and underwriting contract surety with a focus on small to mid-size contractors and large developer accounts in Oregon and select agencies in Washington.
Secondary duties included handling transactional contract and developer business.
In each of the last three years, I was the largest producing underwriter within the company.
Able to foster relationships with many new agencies, within our network, to help build branch's book of business. One such agent, grew from zero annual revenue to become the seventh largest premium producing agency nationwide in a span of four years.
Senior Underwriter
AmTrust Surety, The Insco Dico Group
01.2010 - 01.2014
Primary duties included producing and underwriting contract surety with a focus on small to mid-size contractors and large developer accounts in Oregon and select agencies in Washington.
Secondary duties included handling transactional contract and developer business.
Through diligent underwriting I was able to maintain a highly profitable book of business (both in contract and subdivision) each year through the great recession.
Surety Underwriter
AmTrust Surety, The Insco Dico Group
01.2007 - 01.2010
Primary duties included producing and underwriting contract surety with a focus on small to mid-size contractors and large developer accounts in Oregon.
Secondary duties included handling transactional contract and developer business.
Involved in marketing products to our large network of diverse agents.
Surety Underwriter
ICW Group
10.2003 - 01.2007
Primary duties included producing and underwriting contract surety with a focus on small to mid-size contractors and large developer accounts.
Involved in marketing products to select agents and clients.
Helped increase branch production by over 50% the last two years.
Education
MBA - Emphasis On Entrepreneurship And Technology
Oregon State University
Corvallis, OR
2003
Bachelor of Arts - Major in Finance And Minor in Macroeconomics
Oregon State University
Corvallis, OR
2002
Skills
Relationship building and management
Business development expertise
Financial analysis and reporting
Strong Interpersonal & communication skills
Self-motivated
Providing positive leadership
Superior customer services
Timeline
Regional Vice President
Merchants Bonding Company
11.2021 - Current
Underwriting Manager
Markel Surety
06.2019 - 11.2021
Underwriting Manager
AmTrust Surety, The Insco Dico Group
01.2014 - 06.2019
Senior Underwriter
AmTrust Surety, The Insco Dico Group
01.2010 - 01.2014
Surety Underwriter
AmTrust Surety, The Insco Dico Group
01.2007 - 01.2010
Surety Underwriter
ICW Group
10.2003 - 01.2007
MBA - Emphasis On Entrepreneurship And Technology
Oregon State University
Bachelor of Arts - Major in Finance And Minor in Macroeconomics