- Manage a specialty division within the company that accounts for over $1,000,000 in annual agency revenue.- Responsible for upfront sales and consulting regarding formation and management of new Captive Insurance Companies.- Develop models for evaluating and pricing various Captive Insurance structures.- Coordinate underwriting, sales and marketing for multiple captive programs including a Self-Insured trust, a Risk Retention Group, and a Segregated Cell Captive.- Directly manage a team of two (2) program managers and two (2) sales executives.- Write and develop policy documents in accordance with various State and Federal standards.- Coordinate and lead internal and external educational sessions on Captives.

- Personally accountable for over $250,000 in net revenue for Captive division in 2017.- Responsible for upfront sales and consulting regarding formation and management of new Captive Insurance Companies- Manage the US Central Zone, which includes fifteen (15) different states- Compile financial and actuarial data from various sources to complete a detailed review of perspective clients Risk Management programs- Partner with Management colleagues and local Regulators in over 44 global locations- Conduct Cost/Benefit and SWOT analysis in making determinations on program formations

- Manage Small Business Accounts and Large Middle Market Accounts- Current Book of Business totals over 200 client accounts and $2,000,000 in written premium.- Conduct New Business and Renewal Proposals with Clients.- Negotiate Premium and Commission with Underwriters & Wholesalers- Perform Historical Loss Analysis and Loss Ratios- Delegate Certain Actions and Manage Account Assistants & Central Processing Unit Members for Assigned Book of Business.- Create Proposals for both New and Renewal Business - Accompany Account Executives on Routine Client Visits and Loss Control Surveys

- Manage over 175 Large Commercial Business accounts- Book of Business totals over $4.5 Million in premium; Over $500,000 in agency revenue. - Conduct initial new business marketing- Review and consult on specific coverage pertaining to each individual account- Create and distribute Accord applications- Project future pricing and compare to target numbers- Conduct pricing negotiations with Underwriters and Brokers- Create New and Renewal business summaries of insurance presentations- Manage Agency Bill accounts for book of business- Review and process all carrier annual audits- Field all initial coverage questions from clients and Underwriters- Create and issue Certificates of Insurance- File State and Federal compliance forms and documents- Create and advise insureds on Finance agreements