David Erice Email & Phone Number

San Francisco, Ca, Us

Irvine, Ca, Us

Operations & Finance Manager - Americas West

Irvine, Ca, Us

San Francisco, Ca, Us

• Account Executive for insurance agency specializing in Private Equity mergers and acquisitions.• Manage San Francisco Property & Casualty practice.• Manage variety of accounts ranging from middle market to loss sensitive insurance programs, looking to maximize both the short-term and long-term interests of both the client and the Private Equity firm.• Work with Private Equity firms during the Due Diligence process by reviewing exposures, analyzing policies, estimating costs, and preparing recommendations.• Build and grow relationships with Portfolio Company in order to retain business outside the standard Private Equity investment cycle.• Work with clients and carriers to develop risk control and claim service plans and coordinate resolution of related problems when they arise.• Estimate insurance costs where appropriate including budget development for clients.

• Oversee marketing for commercial lines agency including managing relationships with companies, disseminating new product information, and researching new markets for potential business.• Market all new business through in-house markets and offsite brokerages, totaling $5MM premium annually.• Developed internal database of available markets, appetite, and underwriting criteria to ease placement of business for staff.• Assist in placing any difficult renewal business, and offer guidance to account managers with any questions pertaining to the marketplace.• Train and educate all employees on rating systems, company appetites, and changes in the market.

• Assist as contract underwriter for GL, Property, Business Auto and Garage Liability business.• Broker business that does not meet underwriting contracts, i.e. Umbrella, Professional Liability, etc.• Process, proofread and mail invoices, binders, endorsements, and policies.• Compute rates and premiums for new and renewal business.

• Develop and deepen relationships with brokers. Manage account placement with broker markets.• Process, proofread and mail invoices, binders, endorsements, and policies.• Compute rates and premiums for new and renewal business.• Research information for new and renewal business, and assist in the underwriting decision.• Prepared requisitions for Motor Vehicle Reports, Dun & Bradstreet reports, and Loss Runs in order to compile and summarize pertinent information for underwriting worksheets.