*AMBA acquired Mercer on April 1, 2022. Responsible for retaining satisfied client relationships, expands product offerings, maintains a profitable book of business, and implements and integrates expanded products and new clients for forty five national associations and alumni programs.• Creates a client-specific business plan to ensure growth, retention, and expansion goals are met. • Seeks feedback on products, projects and services through ongoing client dialogue. • Ensures that Transparency and Disclosure, Best Practices and quality standards are adhered to in all aspects of the practice and is responsible for all contractual and regulatory compliance. • Facilitates communication between the client and the service team members locally and nationally. • Communicates with each team member, promoting and encouraging a positive team atmosphere. • Retains and expands existing client relationships and has oversight responsibilities for the implementation of new clients. • Identifies key decision makers and determines the services, products and combinations that will best serve and address the client issues and objectives. • Leads the development of optimum project and expansion solutions for the client. • Negotiates renewals with the client/carrier for the efficient delivery of services at profitable fee or commission levels. • Ensures that the full scope of services are priced appropriately for client expansion opportunities. • Maintains and manages client profitability. • Reports at-risk accounts; develops and executes client retention strategies. • Coordination with internal operational departments to ensure service levels meet or exceed client expectations and protect the firm from Errors & Omissions (E&O). • Participates in as a Co-Chair for the Veterans Business Resource Group and is on the Executive Oversight Committee for Women at Mercer Business Resource Groups around the world

Community Educators develops and delivers quality continuing education courses that aim to meet the life-long professional development needs of insurance and financial professionals. Our insurance continuing education courses are taught by highly qualified instructors who strive to make your day enjoyable and worth your time and money.I have authored the following courses: • Inclusive Leaders and Allyship in Insurance • Ethical Leadership and Diversity in Insurance • Innovation: Insurance Industry Trends 2022 and Beyond • Understanding Unconscious Bias in Insurance • Innovation: What is Insurance Telematics? • Innovation: Drones and the Insurance Industry • Case Study: The War Waged on the Insurance Industry Practices

Mercer Sold to AMBA:• 2016 Sales Results- 73% close ratio, 1179 quotes 861 policies, $1,027,125.91 written premium with only $30,000 in backed out premium due to personal underwriting, and a center high of 1.56 apps per customer. Nearly every stat 30% higher than the department goals.• 97.45% QA score, near perfect attendance record • Voted by peers to represent their interests on the Advisory Council, making process improvement suggestions and promoting cross departmental partnerships• Used consultative selling techniques to sell insurance products to group clients effectively and efficiently• Proactively cross sells and reaches out to potential clients via follow up• Recognized by company CEO for ultimate customer experience• Participated in business resource groups

• Grew the agency by using consultative selling techniques to sell insurance products to new customers• Proactively cross sold and/or coordinated with agency team members to provide additional coverage to existing customers. Prospected for new business through leads, telephone calls, networking events, and trade shows• Conducted sales and policy review appointments with prospective and current customers• Met and exceeded sales goals• Developed, maintained, and cultivated community contacts to enhance agency visibility

Agency OwnerToppers Club 2013

• Responsible for training and profitability of 400 independent insurance agencies in a six state territory with $40 Million dollar annual premium • Analyzed and monitored product performance including working with actuarial results and reviewing rates, loss costs and loss cost measures to assure adequate premiums are being obtained for the exposure(s) assumed• Identified opportunities to improve performance including reviewing and modifying underwriting guidelines and selection techniques to promote writing profitable business• Conducted agent training via webinars and in person presentations

• Territory management which included questioning farmers and learning their needs, translating into revenue streams and recommendations for best practices• Helped create and administer tailored grain marketing and crop insurance plans for farm operators• Educated clients on grain marketing tools, crop insurance, FSA programs, industry trends, etc.• Facilitated financial analysis recommendations with clients• Participated in an intensive strengths-based training program