- Attending and planning various events, member of the Young Leaders Group Committee, acting co-chair- Board of Directors' member- 2015 Young Leader Award Recipient

- Attended various events- Provided in depth Risk Management advice- Speaker at 2017 OOWA Convention

• Reviews client and prospect exposure loss experience and current coverage and analyzes the risk to determine the product/service requirements.• Communicates client needs and binding instructions to Underwriters• Implements and maintains a quality post-sales service plan including ensuring the accuracy of binders, policies and other relevant documents.• Creates and presents renewal proposals to existing clients.• Generates new sales through existing clients and client referrals in accordance with the business plan.• Responsible for growth of assigned book of business plus specific retention goals relating to the number of accounts serviced and revenue.• Grows and/or expands current book of business at a target growth rate consistent with current business plan by increasing the amount or types of service or coverage for each account or working with sales professionals to develop new accounts.• Manages revenue, profitability and timely billing and collection (working capital) for each client.• Orchestrates a seamless client development plan working with teams consisting of representatives from sales, client industry, and specialty groups.• Utilizes and contributes to the company’s network that builds and shares sales and placement information and makes use of company’s network resources to enhance productivity and economic benefits to both PRL and the client.• Participates in business-related community and/or professional associations(Construction).

• Reviews client and prospect exposure loss experience and current coverage and analyzes the risk to determine the product/service requirements.• Communicates client needs and binding instructions to Underwriters• Implements and maintains a quality post-sales service plan including ensuring the accuracy of binders, policies and other relevant documents.• Creates and presents renewal proposals to existing clients.• Conducts stewardship meetings with client participation.• Generates new sales through existing clients and client referrals in accordance with the business plan.• Responsible for growth of assigned book of business plus specific retention goals relating to the number of accounts serviced and revenue.• Grows and/or expands current book of business at a target growth rate consistent with current business plan by increasing the amount or types of service or coverage for each account or working with sales professionals to develop new accounts.• Manages revenue, profitability and timely billing and collection (working capital) for each client.• Orchestrates a seamless client development plan working with teams consisting of representatives from sales, client industry, and specialty groups.• Engages the appropriate industry group and Marsh resources to offer best in front resources for each client/prospect.• Utilizes and contributes to the company’s network that builds and shares sales and placement information and makes use of company’s network resources to enhance productivity and economic benefits to both Marsh and the client.• Obtains feedback on Marsh’s execution of projects and renewals through Client Satisfaction • Participates in business-related community and/or professional associations(Construction).

- Focus efforts on the development of new contacts and building relationships with prospects that align with the target market- Cross-selling and expanding the existing insurance programs with our clients; developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities- Develop, negotiate and manage all aspects of client coverage and marketing in support of accurate and responsive insurance coverage, working with the entire client team to develop submissions and negotiate renewal terms- Contract reviews for existing clients and respond in a timely matter