Closed over $20M as agent or co-agent with 95% of that being referral-based or repeat business

- Provide friendly customer service to field new leads and assist existing clients- Coordinate all marketing to include print, website, and social media accounts- Track local and regional statistics to educate agents on market trends- Utilize organization skills to help ensure that documentation requirements and deadlines are met for each transaction- Implemented a variety of new systems and technology to enable remote work

- Responsible for growth and profitability of outdoor products book of business as a new business underwriter- Determine acceptability of risks to include guides and outfitters, campgrounds / RV parks, lodge resorts, hunting and fishing lodges, B&Bs, and hunting preserves- Exceeded new business goals ($1.6M in 2018) and loss ratio metrics in a high-volume setting - Determined acceptability of and appropriate pricing for risks by evaluating loss history, property data reports, risk management protocols, and range of operations- Quickly adapted to new territories and agency relationships based on business needs, handling Southwest, Central, Rocky Mountain, Southeast, and East Coast agencies during my tenure- Demonstrated an aptitude for analyzing unique and complex risks, including business requiring re-insurance purchase or placement with Excess & Surplus- Lines of coverage included general liability, auto, property, inland marine, umbrella, cyber, liquor, abuse & molestation

- Responsible for growth, profitability, and retention of approximately $10 million book as a new business and renewal underwriter for general liability, auto, property, inland marine, umbrella & workers compensation- Effectively managed agency relationships with about 30 agencies located in the Colorado Front Range and Western Slope- Executed sound underwriting decisions based on analysis of factors such as an account's safety programs, range of operations, contractual risk transfer programs, and loss history- Accompanied Travelers Risk Control on site visits to gain familiarity with customers’ operations and identify areas of opportunity for risk management improvement- Lead stewardship meetings for key accounts, coordinating with risk control and claim to establish value added services; participated in claim reviews to assist in addressing customer concerns

- Utilized critical thinking skills to manage an inventory of general liability claims, including investigating the incident, determining legal liability, evaluating losses, and negotiating a settlement with the claimant or their attorney- Identified potential coverage issues under the liability policy, assisted in drafting coverage position letters, and communicated the position to the policyholder- Developed working knowledge of a variety of industries, including property management, retail, hospitality, food service, and manufacturing- Recognized on multiple occasions for excellent customer service to policyholders and third party claimants- Assisted with initial contact of property policyholders during catastrophic events- Property & Casualty or All Lines Adjuster’s License in: AL, AR, AZ, CT, DE, GA, ID, KY, LA, ME, MI, MN,MS, MT, NC, NH, NM, NV, NY, OK, OR, RI, SC, TX, UT, VT, WA, WV, WY

- Effectively managed loss and expense reserves of up to $3.5 million for auto liability and general liability claims (bodily injury and higher-value property damage), including resolving attorney-represented claims and, if necessary, coordinating the defense of the insured in a lawsuit- Worked with high deductible / self-insured customers, interfaced with re-insurers as needed- Ensured adequacy of reserves while acting on opportunities to mitigate loss and expense payments- Worked with customers in a variety of industries, with an emphasis on oil and gas, construction, and trucking- Followed customer-specific claims handling procedures and formed relationships with each customer’s risk management and legal departments, brokers, underwriters, and internal customer service representatives for optimal outcomes - Participated in customer claim review presentations and litigation roundtables on a regular basis

- Utilized effective organization skills to resolve constituent concerns, process donor contributions, and manage constituent database (Raiser’s Edge)- Created press releases to drive public attendance at programs and composed articles for the quarterly newsletter and website highlighting Foundation events and initiatives - Developed every aspect of the grant writing program including researching prospective funding sources, tracking grant progress, communicating with potential donors, and creating compelling grant proposals - Staffed and coordinated lecture programs, receptions, and special events, working alongside event planners and security officials to accommodate high-profile guests