Client-focused professional with experience building relationships and delivering solutions in a fast-paced commercial insurance environment. Passionate about financial services and motivated by the opportunity to help clients build long-term financial security.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Producer Associate
Risk Placement Services, Inc
San Francisco, California
08.2025 - 08.2026
Prospected and developed relationships with retail insurance agencies through cold outreach, agency visits, and networking events to expand new business opportunities
Consulted with retail agents and insured clients to explain coverage options, evaluate policy differences, and advise the most appropriate insurance solution
Negotiated pricing, coverage terms, and policy structure directly with carrier underwriters to help retail agents win and retain commercial property business
Selected as an Intern Coordinator, mentoring and developing new interns through hands-on training in submission preparation, account marketing, and brokerage operations
Sales Intern
Risk Placement Services, Inc
San Francisco/San Diego, California
06.2023 - 05.2025
Supported a commercial property brokerage team responsible for placing over $650 million in annual property premium by preparing market-ready submissions for complex commercial property accounts
Compiled and analyzed underwriting documentation, including Statements of Values (SOVS), loss runs, and catastrophe exposure reports using Excel, ImageRight, AIM, and RiskMeter
Earned increasing responsibility by consistently producing accurate underwriting work that streamlined producer review and carrier marketing efforts
Lead Host & Busser
The Fish Market Restaurant
San Mateo, CA
05.2022 - 01.2023
Ensured a positive client experience by providing high quality service and proactively addressing client needs
Promoted from host to lead host and offered full-time server position
Effectively trained new employees to consistently perform at a fast pace and provide a high level of customer service
Continually sought opportunities to improve the restaurant by taking on additional tasks and identifying ways to streamline processes
Education
Bachelor of Arts - Communication
San Diego State University
05-2025
Certification
FINRA Securities Industry Essentials (SIE) Exam
California Property & Casualty Insurance License (License #4537046)
Creative Director | Coordinating Producer | Associate Producer | Post-Production Coordinator at THE KELLY CLARKSON SHOWCreative Director | Coordinating Producer | Associate Producer | Post-Production Coordinator at THE KELLY CLARKSON SHOW