Experienced Surety professional with a background in construction, community outreach, and development. Committed to education and growth within the surety industry through hands-on involvement in non-profit boards. Striving to be a successful & strategic Surety Marketing partner, manager, and team member in a fast-paced, forward thinking company that offers a challenging yet rewarding working environment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Executive Surety Marketing Representative
Old Republic Surety Company
04.2023 - 10.2024
Overseeing the NV & AZ territories to promote and sell surety bonds, with a focus on large accounts and complex cases
Ability to explain complex surety concepts to clients, brokers, and internal stakeholders
Boost agency revenues by $1M through the successful initiation of partnership incentive programs, driving increased collaboration and business growth
Strong interpersonal skills
Ability to provide tailored solutions and strategic advice to high-level executives and business owners
Skilled in lead generation, client prospecting, and presenting value propositions
Negotiation and closing skills to secure new business and renew contracts
Collaboration with sales teams and brokers to increase market saturation
Understanding of risk assessment, creditworthiness, and underwriting principles
Building and leveraging a network of brokers, agents, clients, and other professionals in the surety and insurance industries.
Surety Account Executive
Alliant Insurance Services Inc.
03.2016 - 03.2023
Managed surety programs for high-premium clients
Specialized in tailored bonding solutions
Oversee portfolio of large contractors, handling high-value surety programs and complex bonding requirements
Ensured seamless operations and effective risk management for clients with intricate surety needs
Ensured clients' bonding capacity aligned with growth and project demands, mitigating risks and supporting strategic objectives.
Analyzed financial statements, conducted risk assessments, and ensured compliance with regulatory requirement to optimize bonding capacity.
Developed strong relationships with clients, underwriters, and internal teams, delivering strategic advice and customized surety solutions.
Proactively managed accounts helping clients navigate complexities of the surety market while driving revenue growth for the brokerage.
Bond Department Manager
LP Insurance Services
05.2008 - 02.2016
Lead and manage all operations within the bond division, overseeing contract and commercial surety bonds. Ensuring seamless execution for clients.
Collaborate with underwriters, brokers, and clients to assess risk, structure customized bonding programs, and deliver solutions that meet financial and operational requirements.
Drove 15% business growth in the bond division through strategic planning and relationship management initiatives.
Built and maintained long term relationships with clients, providing guidance on bid, performance and surety products to support their business goals.
Played a key role in successfully transitioning the bond department through two corporate acquisitions, integrating teams, systems, and cultures, while maintaining service quality.
Skills
Surety Bonds
Financial Analysis
Contract Negotiations
Customer Relationship Management (CRM)
Communication
Brand building
Partnership Development
Business Development
Sales Presentations
Marketing
Event Planning
Networking
Certification
Insurance Agent (Health, Property, Casualty)
Association Involvement
West Coast Women in Surety - Co-Vice President
Surety and Fidelity Association of NV - Vice President
NCA - CLC - Operation Backpack - Lead
Affiliations
NAAIA - National African American Insurance Association
NIIA- Nevada Independent Insurance Association
IIABAZ - Independent Insurance Agents & Brokers of Arizona