Dedicated insurance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges with a positive attitude.
Overview
13
13
years of professional experience
Work History
Client Service Executive
Arthur J Gallagher & Co
11.2017 - Current
Develop and maintain existing and new client relationships.
Communicates with clients regarding account services, statements and balances.
Handles worldwide insurance risks.
Reviews policy forms/negotiates exclusions and enhancements.
Maintains precise client reports.
Executes comprehensive marketing plans to achieve targets.
Utilizes Risk 66 for analyzing loss projections.
Risk Management Specialist
Fox Entertainment Group, LLC
03.2017 - 11.2017
Supported and provided guidance to Feature and Television productions on all insurance and risk management related needs.
Gathered exposure data and worked closely with broker on renewals.
Reviewed insurance provisions in contractual agreements to identify potential risks and ideal mitigation strategies.
Administered RMIS system data imports, configuration changes and user issues.
Managed watercraft and aircraft programs
Verified certificates of insurance for accuracy and conformance with internal risk management policies and coordinated issuance to individuals and entities.
Client Service Supervisor/Senior Account Representative
Arthur J. Gallagher & Co
05.2011 - 03.2017
Worked directly with the Chief Operating Officer to develop new standards for better quality performance and reliability.
Address problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
Created entertainment specific proposal templates for the team.
Resolved team issues; liaison between Entertainment Team and AJG Corporate.
Built and strengthened long-lasting client relationships.
Received, negotiated, and evaluated quotes from the insurance carrier.
Coordinated monthly meetings with Client, Broker and Carrier.
Vast understanding of unique risk placements such as: hazardous stunts, watercraft, pyrotechnic, animals, and reality television
Education
AINS21, AINS22 & AINS23 -
The Institutes Knowledge Group
Malvern, PA
No Degree - Liberal Arts And General Studies
California State University Northridge
Northridge, CA
Undergraduate - Studies
Tarrant County College
Hurst, Texas
Skills
Time Management Skills
Data Analytics
Decision-Making
Budgeting and Allocation
Persuasive Speaking Skills
Clear Communication Skills
Market Trends Analysis
Strategic Marketing
Relationship Building
Contract Negotiation
Affiliations
Associations RIMS – Risk Management Society
Rising Risk Professionals Committee member
CSO Leadership
Timeline
Client Service Executive
Arthur J Gallagher & Co
11.2017 - Current
Risk Management Specialist
Fox Entertainment Group, LLC
03.2017 - 11.2017
Client Service Supervisor/Senior Account Representative