Dynamic and decisive professional with excellent planning and problem-solving abilities. Ready to pursue new professional challenges and career advancement with growing company. Results-driven and accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style and strong organizational skills.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
Work History
Account Executive
RT Specialty
Burbank, CA
02.2021 - 08.2021
Member of nationally ranked team focused on middle market and large commercial general liability and excess liability risks in real estate and hospitality space.
Contributed to developing, managing and sustaining profitable business, resulting in 15% YoY increase in revenue.
Supported brokers by preparing new and renewal market submissions, managed servicing and market placement of accounts, and evaluated and negotiated contract provisions.
Negotiated competitive pricing, contract language and necessary details on quotes to retail agents, resulting in mutually beneficial agreements, cultivated relationships, and successful binds for new and renewal business.
Provided customer service across retail agencies, brokerages, carriers and markets.
Produced with Property & Casualty Insurance Producer Licenses in states of California & Illinois.
Associate Broker
CRC Group
Santa Ana, CA
10.2018 - 01.2021
Specialized in tougher-to-place commercial general liability, products liability, property, DIC, inland marine and excess liability risks of all types while supporting lead broker to increase profit margins, implemented marketing strategies, and effectively managed internal team operations.
Performed hybrid role as underwriter and broker to secure best terms available, resulting in 31% growth in Aug 2019 and 38% growth in Aug 2020.
Participated in CRC Women’s Network through local and national conferences, discussions, and weekly training sessions.
Completed courses for IRMI Construction Risk and Insurance Specialist Designation and at WSIA.
Associate Underwriter
Burns & Wilcox
Chicago, IL
03.2017 - 08.2018
Contributed to three-person unit and leading revenue generating team in Chicago with by concentrating in commercial general liability, property, inland marine, auto and excess liability risks of all types.
Managed relationships with over 50 independent agencies and grew existing business by analyzing reports and implementing new strategies to increase profits.
Evaluated, classified and rated new and renewal P&C accounts with admitted and non-admitted carriers as Managing General Agent while maintaining a high level of rapport, customer service, and shared industry knowledge with independent agencies.
Proficient use of ImageRight, Concept One and various underwriting tools, processes and procedures.
Appointed as Volunteer Office Leader to organize participation of industry-wide Insurance Industry Charitable Foundation's Week of Giving and support hundreds of local Chicago community nonprofits and charities.
Marketing Representative
Berkshire Hathaway Homestate Insurance Companies
Chicago, IL
01.2014 - 02.2017
Built assigned MI territory by over 300% in 2014 and 34% at 2016 year-end in new business premium as regional leader by successfully marketing commercial auto, property and premises liability products and services.
Formed over 110 new strategic partnerships and generated over $15 million new business in MI from 2014 – 2016.
Promoted from Marketing Specialist to Marketing Representative after one year and awarded “Great Lakes MVP” first quarter of 2015 for best agency growth and management for MI territory, while simultaneously assisting with growth strategies for OH and WI.
Generated submission opportunities managed general overall client services as first point of contact for retailers, and acted as liaison to in-house underwriters to win accounts.
Claims Professional
Berkshire Hathaway Homestate Insurance Companies
San Diego, CA
05.2012 - 12.2013
Adjusted workers compensation claims by determining compensability via investigation, setting reserves and directing settlements.
Communicated with injured workers and insurers to gather and deliver information, managed legal processes on litigated cases, and monitored treatment with medical providers while controlling costs.
Directed assistant to ensure temporary and permanent disability benefits were administered timely and in accordance with law.
Promoted to Indemnity Adjuster after six months of Medical Only adjusting and handled caseload of over 135 files.
Marketing Coordinator
Method Marketing
San Diego, CA
02.2011 - 07.2012
Contributed to creation and merchandizing of new service for online project management, managed business growth, and developed fresh content to diversify current promotional options and proposal materials.
Assistant to CEO
Watermiser Manufacturing Company
San Diego, CA
01.2012 - 05.2012
Managed CEO's schedule, served as sales team manager initiating new business, and contributed to smooth business operations by planning and organizing meetings and conferences.