Company Overview: New logo acquisition and client management for global leader in safety and sustainability
Sales and client management of complex risk engineering and loss control services for corporate clients
Acquired four new logos and managed six existing clients
Served as GRC liaison to TUV SUD Global AI
Featured Speaker at 02/2025 Delaware Valley RIMS Session, 'Using Risk Engineering to Optimize Property Insurance Renewals'
New logo acquisition and client management for global leader in safety and sustainability
ReSourcePro
New York, New York
CLIENT EXECUTIVE
02.2022 - 05.2024
Job overview
Company Overview: Business Process Outsourcing leader for insurance brokers, carriers, wholesalers and MGA’s
Sales and client management of business process outsourcing for national and global insurance brokers
Provided executive-level leadership that expanded ReSource Pro revenue by $3.1 million in 2023
Managed 18 international service teams (China & India) and secured 98% customer retention rate
Used Challenger Sale to secure a large client engagement and presented success story to entire US team
High Performance Sales Awards 2022 and 2023
Business Process Outsourcing leader for insurance brokers, carriers, wholesalers and MGA’s
USI Insurance Services
Florham Park, New Jersey
VICE PRESIDENT, CLIENT EXECUTIVE
10.2018 - 02.2022
Job overview
Company Overview: Provide executive-level leadership for driving revenue growth for new and existing clients
New business development and client relationship management for leading national broker
Sales and client management focused on Middle Market and Risk Management accounts
Prospected and captured new business to increase revenue; grew business organically by cultivating existing accounts and cross-selling additional product lines
Sales awards 2020 and 2021
Provide executive-level leadership for driving revenue growth for new and existing clients
Willis Towers Watson
Short Hills, New Jersey
VICE PRESIDENT, CLIENT EXECUTIVE
08.2011 - 09.2018
Job overview
Company Overview: Conducted new business production and client relationship management
Responsible for acquiring and servicing new and existing property/casualty and employee benefits clients
Garnered over $1.1M in new business sales
Managed 6 lines of business including property/casualty, management liability, employee benefits, HR consulting, personal, and defined benefit/defined contribution services
Featured Speaker at the 2017 BioNJ HR Forum on New Directions in Employer-Sponsored Plans
Conducted new business production and client relationship management
William Gallagher Associates
Princeton, New Jersey
VICE PRESIDENT, CLIENT EXECUTIVE
01.2009 - 07.2011
Job overview
Company Overview: Business Development Executive for prominent regional broker
Produced new business and managed existing property/casualty and employee benefits accounts
Executed 16 new business contracts, gaining $467,000 in revenue
Acted as company delegate at the BioNJ and BIO International conventions
Conducted training sessions on how to best utilize CRM system to garner new business
Business Development Executive for prominent regional broker
Marsh USA
Morristown, New Jersey
SENIOR VICE PRESIDENT, BUSINESS DEVELOPMENT
01.2001 - 01.2009
Job overview
Company Overview: Business Development Executive for Global Professional Services firm
Responsible for sales and relationship management of all MMC products and services
Produced $3.7M in new/new sales and received high performance sales awards in four separate years
Lines of business included property/casualty, employee benefits, defined benefit/defined contribution consulting, management liability, cyber, forensic accounting, business investigations etc
Business Development Executive for Global Professional Services firm
Marsh USA
Morristown, New Jersey
VICE PRESIDENT, SENIOR CLAIMS CONSULTANT
03.1996 - 01.2001
Job overview
Formulated strategies to reduce claim costs and maximize insurance coverage for commercial clients
Successfully overturned carrier coverage denial on class action litigation; $1.9 million savings for the client
Negotiated waiver of $1 million deductible; insurer settled the claim without conducting an investigation