Sr. Vice President
CurrentActs as primary contact for clients in relationship to overall account maintenance. Generates new business by obtaining referrals and expanding relationships with current clients as it relates to high end personal lines insurance needs.Reviews client exposures, loss experience and current coverages and recommends appropriate products and services. Gathers information from client related to risk management needs and evaluates best way to manage the clients risk. Creates and presents renewal proposals to existing clients. Conducts reviews with clients on an annual basis or as appropriate. Experience with high end markets such as Chubb, AIG, PURE and Nationwide Private Client.