Client centered account executive with 20+ years middle market experience focusing on solutions and strategies over hype. Insurance is more than a transaction; professionalism speaks.
Overview
20
20
years of professional experience
Work History
Vice President / Account Executive
B. F. Saul Insurance
Bethesda, MD
04.2020 - Current
Manage 10M+ Middle Market and National Account commercial insurance portfolio encompassing both Property/Casualty and Specialty/Executive Liability lines.
Segment focus: Real Estate Development & Property Management (Habitational, Retail, Hotel, Office), Non-Profits, Gov-Con, Religious Entities
Placed OCIP and Builders Risk for 150-300m development projects
Team coordination model: manage down AM, TA; coordinate Producer(s); direct report President
In depth analysis provided to clients: complex coverage review, substantial contract review
Independent analysis and placement of D&O, E&O, Cyber and Crime
Initiated and developed carrier relationships
Client facing prospecting/production efforts.
Vice President / Senior Account Executive
NFP
Bethesda, MD
10.2015 - 10.2019
Manage 17M+ large account commercial insurance portfolio encompassing both Property/Casualty and Executive Liability
Segment focus: Real Estate and Habitational, Transportation, Non-Profit, Healthcare
Guaranteed cost and loss sensitive programs
Team lead management: AM, support
Initiated and developed carrier relationships
In depth analysis provided to clients: complex coverage review, contract review, claims review
Independent analysis and placement of D&O, E&O, Cyber and Crime
2M self-produced and managed book - Union & Non-Profit
Client facing prospecting/production efforts
Independent client facing responsibility with respect to renewal, status, problem issues
Created, presented client renewal summaries, status reports, etc.
Vice President
The McLaughlin Company
Washington, DC
05.2005 - 10.2015
Managed 7M portfolio Commercial Insurance portfolio of property casualty, work comp and related lines for International Unions, Financial Institutions, and Senior Citizen housing entities
Led fee-based Risk Management team for $1B+ asset pension fund real estate investment vehicle
Managed AM, CSR team
Co-developed and implemented Support office team concept
Created and Authored Client Stewardship reports - written and graphic presentation of client development through time
Marketed, placed and ran 5M portfolio Management Lines book for International Unions, Pension Funds, advocacy non-profits, etc
Provided technical evaluation & comparison of GL and Professional Liability & Cyber coverage forms
Oversaw small business underwriting program for agency cluster providing BOP, Auto, WC
Assisted clients with claims presentation, settlement strategies, negotiations for counsel, fee, and litigation plan approval.
Account Executive II
Early, Cassidy & Schilling, Inc
09.2008 - 08.2009
AE for Middle Market Contractor book with extensive face to face client interaction.
Supervised support team with respect to complex certificate requirements, document production.
Initiated and strengthened new broker relationships.
Authorized Pollution market and coverage analysis white paper.
Education
J.D. -
Georgetown University Law Center
Bachelor of Arts - Political Science, History
George Washington University
Skills
Prospect development, presentation, follow-up and close
Client relations and development
Risk Management / Client need analysis
In depth coverage review and analysis
Complex Problem Solving
Excellent negotiating skills
Contract review
Carrier/Client conflict resolution
National and Regional account portfolio management