Seasoned insurance professional with extensive insurance and market knowledge that spans 17 years in marketing, risk management, and underwriting roles.
Overview
17
17
years of professional experience
Work History
Client Executive
BKS Partners
04.2021 - Current
Built new Middle Market team through deep understanding of risk mitigation, market knowledge, and insurance expertise
Coordinate with account managers, risk advisors, risk mitigation, and claim management departments to drive growth and client retention
Review current insurance programs to find coverage gaps and areas that can be improved upon
Prepare quote, pricing, and coverage comparisons for client presentations
Sr. Account Manager
Alper Services
10.2015 - 04.2021
Tailor insurance programs for large Clients with unique insurance needs
Maintain and grow assigned book of business through Client retention and new business opportunities
Manage a diverse book with industries including, but not limited to: Private Equity, Manufacturing, International, Non-Profit, Hospitality, Oil & Gas, Life Sciences, with a total premium of $15M+ and $2.0M+ in revenue.
Prepare Captive submissions and compare against traditional insurance options
Client Service Manager
Arthur J. Gallagher
05.2013 - 10.2015
Manage and retain assigned book of business
Build, expand, and solidify relationships with existing Clients
Create market submissions, review quotes, and prepare proposals
Work within AJG's various divisions to address Clients insurance needs
Risk Management Specialist
LNR Property
11.2011 - 05.2013
Review appraisals and extract underwriting data to create submissions to insurance brokers
Manage and maintain commercial REO program which consisted of approximately $7.8 billion in total insured value including but not limited to: Retail, Industrial, Office, Hotel, Apartment, and Auto exposures
Prepare annual insurance premium forecast budget for asset and property managers
Develop and build professional relationships with brokers, underwriters and other insurance industry service providers.
Commercial Underwriter
QBE Insurance
08.2007 - 10.2011
Review submissions and obtain required information needed to properly underwrite
Calculate rates and develop appropriate premiums to maximize profitability
Maintain profitable book of business through sound underwriting practices
Develop and maintain professional relationships with brokers, agents and insureds
Education
Bachelor of Science - Risk Management And Insurance
Florida State University
Tallahassee, FL
Timeline
Client Executive
BKS Partners
04.2021 - Current
Sr. Account Manager
Alper Services
10.2015 - 04.2021
Client Service Manager
Arthur J. Gallagher
05.2013 - 10.2015
Risk Management Specialist
LNR Property
11.2011 - 05.2013
Commercial Underwriter
QBE Insurance
08.2007 - 10.2011
Bachelor of Science - Risk Management And Insurance
Florida State University
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