Protection and growth. My partners and I deliver both at our full-service health, life, property, casualty, and personal lines insurance consulting and brokerage firm. Our proprietary examination of risk profiles gives us a window into client challenges and opportunities. This perspective helps us to identify prospective customers, partners, and strategic suppliers in our community who – through our introductions – can enable clients to grow, prosper, and become more competitive. Simply put - we protect, and you grow.

Assisted mid-market employers in developing and executing benefit strategies to support their overall business plans, and to effectively manage the health and productivity of the workforce.In addition to mentoring, training, and management of local staff, primary client responsibilities included setting and developing client strategy, with ultimate responsibility for the execution and success of each plan. Additional responsibilities included developing, managing, and cultivating client relationships, including but not exclusive to strategic planning, data analytics, renewal negotiation, budget development, vendor management, issue resolution, and wellness plan development.

Managed high profile books of business ranging from several employees to over 8,000. Responsible for managing key client relationships in a strategic account market segment with a focus on repositioning, profitability, and membership growth. Consistently achieved a 99+% retention rate in a highly competitive market environment. Previously in a middle market account management role prior to promotion.

Professional Liability Underwriter for a territory of small midwestern community banks, with a focus on D&O, Bond, and EPL coverage lines.

Worked as a mid / large group health underwriter for both prospective and in force accounts; focused in medical underwriting, adjusted community rating, and experience rating. Held underwriting roles in the small group market, where I was responsible for the construction of the department's excel based quoting model, prior to a promotion into the large group financial underwriting area.

Responsible for quoting and renewing small group rate proposals and assisting in fraud investigations.