Skilled insurance professional experienced in all aspects of liability and commercial insurance, claims, legal and risk management. Collaborative attorney specialized in communicating with board-level, executive and operations management, insurers, and legal representatives. Demonstrated ability to connect both on an individual level and in large groups with a history of working with clients across multiple industries including
Healthcare
Pharmaceutical
Consumer products
Long term care
Law firms
Media and broadcasting and
Financial services.
Overview
29
29
years of professional experience
Work History
Managing Director Senior Account Executive
Aon
01.1999 - Current
My responsibilities include identifying client’s risk exposure and risk management needs to develop and execute strategic risk transfer solutions, negotiating contracts, and ensuring client satisfaction through regular communication and problem-solving
Manage accounts with total revenue between $2 million - $3 million
Drive business growth by identifying and securing new sales opportunities – since 2019 onboarded $840,000 new and expanded business
Collaborate with cross-functional teams to deliver tailored solutions and maintain up-to-date knowledge of industry trends
Continually conduct needs assessment of client's business objectives to understand client needs and advise on new and emerging risks
Align resources across the firm to help solve the clients’ most complex risk management problems
Consistently deliver exceptional service to retain clients and increase revenue for the firm.
svp Client Relationship Manager
Marsh & McLennan Company
01.1999 - 01.2019
Lead multi-disciplinary teams to evaluate clients’ risk exposure and risk management needs to design and negotiate appropriate insurance coverage to address changing global risk management needs
Point of contact in charge of all aspects of clients’ relationships with the firm
Review and analyze client feedback to leverage company resources and drive product and service delivery that exceeds clients’ expectations
Provide guidance on emerging regulatory, legislative, and judicial issues
Negotiate and draft agreements
Achieve revenue growth through cross selling and identifying opportunities for expanding business relationship with existing client(s).
CLAIMS ATTORNEY
ZURICH NORTH AMERICA
01.1996 - 01.1999
Managed and supervised all aspects of litigated and non-litigated liability claims
Managed caseload of liability claims with average exposures of $1 to $10 million
Completed review and analysis of policy coverages and provisions to determine applicability to the allegations and issue appropriate coverage positions
Hired and supervised outside defense counsel and coverage counsel
Planned and directed implementation of defense strategies for high exposure/complex malpractice cases
Prepared claims reserves analyses to make recommendations to senior management regarding case resolution and settlement
Negotiated and settled professional liability and bodily injury claims directly with plaintiff counsel in Alternative Dispute Resolution proceedings
Conducted compliance claim audits and peer reviews.
Staff Member, Office of General Counsel
Cigna Insurance Co.
Assisted Senior Staff Attorneys and provided legal support to various corporate stake holders including underwriting, claims contributing to successful implementation of corporate initiatives
Provided legal advice and guidance relating to policy wording, terms and conditions of new insurance products.
PROPERTY UNDERWITER
Cigna Insurance Co.
Reviewed and analyzed submissions for new and renewal property insurance for commercial properties
Determined appropriate program structure including limits, terms and conditions, premiums and retentions/deductibles
Prepared proposals for coverage based on applicant’s individual risk profile and company underwriting guidelines
Collaborated with Captive underwriting team to develop and propose alternative risk transfer solutions.
Senior Executive Assistant to the Group Managing Director and Chief Executive Officer at SUPER RETAIL GROUPSenior Executive Assistant to the Group Managing Director and Chief Executive Officer at SUPER RETAIL GROUP