• Acts as a lead advisory colleague on smaller, less complex books of business.• Develops renewal/placement strategies in conjunction with the Placement, Advisory Leader, and Client Executive and executes in accordance with client instructions.• Analyzes quotes from carriers and provides analysis to more senior Advisory colleagues and/or clients to assist with developing solutions and renewals.• Supports more senior Advisory colleagues to reach business goals and RFP’s through research and document preparation to support and assist the design, development, and marketing of new insurance and risk products.• Manages follow-up on coverage changes with underwriters to ensure the coverage specifications are correct.• Builds and maintains client and market contact at appropriate levels to execute effectively on client’s program.• Contributes to the firm’s body of knowledge through active internal communication to keep abreast of changing risk and insurance market conditions.• Contributes to client retention through effective risk solutions and excellence in service.

• Assist with promoting and developing the University’s Enterprise Risk Management and insurance program• Compile and submit underwriting data to the University’s insurance broker for renewals in a timely fashion• Research alternative risk transfers to reduce the University’s overall cost of insurance• Review vendor contracts to ensure the University assumes the appropriate level of risk• Conduct risk assessments of all the University’s clubs, sports, and organizations • Collaborate with other members of the Risk Management department to assess the University’s risk profile

• Ensures that operational liabilities are mitigated by implementing risk mitigation policies and protocols for up to 400 employees• Verifies that all work sites adhere to company risk management policies and protocols to mitigate third-party and employee injuries• Strategically and sustainably assists the Director of Business Operations with recommendations for business development and operational efficiency• Manages the proper insurance coverages and identifies new potential threats and exposures

• Prospected and managed a book of business with a three-year goal of $1-$1.2MM in premiums• Developed a consultative approach for clients to assess all facets of risk within their organization to offset direct and indirect financial liability

• Responsible for raising funds through the annual gala and minor seasonal/holiday events• Served as the liaison between the foundation and local sports teams, including the Miami Dolphins, Florida Panthers, and Miami Heat