Draft contracts to reflect the client’s needs and expectations
Create contract review memoranda with recommendations for improvements, considering the nature of reinsured portfolio
Aid clients in developing and refining preferred standard clauses by comparing to peers and other industry models
Provide effective analytical and technical support towards production of new accounts
Assist brokers and clients in resolving disputes regarding contract interpretation
Service Broker - Associate Director
Aon Corporation
San Francisco, California
01.1993 - 01.2023
Develop and present new/renewal/prospective presentations to clients and reinsurers
Provide effective analytical and technical support towards production of new accounts
Proactively manage overall servicing of existing accounts, including negotiating special acceptances, resolving claims, LOC's, accounting issues, researching and providing reinsurance financial security information to ceding companies
Develop and maintain productive relationships with clients and reinsurers
Collaborate with clients in gathering and validating renewal information, and assist in implementing placement strategies
Work closely with account executives by providing timely and meaningful technical support on sizable accounts ($ Im - $4m in revenue)
Responded directly to reinsurers' inquiries throughout the renewal negotiations process
Self-Manage renewal of smaller size accounts (up to $1m in revenue) from the initial stages of the renewal process until completion
Establish and maintain valuable relationships with internal support staff in order to provide timely claims reporting, accounting and contract wording services
Coordinate and attend renewal meetings as well as reinsurance audits
Assistant Broker - Treaty Division
Guy Carpenter & Company, Inc.
San Francisco, California
01.1989 - 01.1993
Assisted the placing broker in the preparation of renewal presentations, binders and covernotes
Reviewed and prepared contract wordings for approval and signature by clients and reinsurers
Researched and resolved problems concerning contract wordings and coverage issues
Established and maintained frequent communications with clients and reinsurers
Monitored the collection status of the signed contract documentation
Monitored the quality of service rendered to clients and reinsurers, by the accounting staff of the home office, keeping the placing broker informed and resolved problems as they came up
Assistant Accounting Manager
01.1979 - 01.1989
Supervised and participated in the hiring and evaluation of the treaty accounting staff, consisting of nine Account Analysts and two clerks
Conducted group and individual training sessions on a regular basis
Participated in the preparation of the departmental salary and production budgets
Developed and implemented collection and disbursement procedures
Prepared and maintained financial and statistical reports for management
As business needs dictated, attended seminars, workshops and conferences