• Manage all aspects of agency operations, including marketing new submissions and renewals • Develop and maintain broker relationship with carriers, general agents, and wholesalers• Establish agency management guidelines• Set agency business development goals and strategic partner relationships

• Conduct thorough risk evaluation of organizations, including professional review of current policies, inspection of campus and client facilities to examining general condition and other characteristics to assess risk• Provide clients with information on insurance products and policies, as well as, underwriting requirements for the school and nonprofit sector • Communicate with underwriters and submit forms to obtain binder coverage and source the best possible carriers for clients• Communicate with C-level executive leadership to deliver and explain policy, analyze insurance coverage and recommend improvements• Develop professional relationships with business service clients to service the needs of my clients, including legal, financial, and PEOs • Review 990 forms, financial statements and balance sheets to develop business income worksheets, including loss of tuition and donor pledges• Review board of directors bylaws, lease agreements, grants, and other related documents for insurance requirements and indemnification clauses• Collaborate with risk analysts from partnering universities, fiscal sponsors, foundations, and other organizations as additional insureds to ensure clients meet insurance requirements • Identify best possible sources for coverage for Director & Officer Liability, Employment Practices, Educator's Legal Liability, and various coverage requirements for schools and nonprofits• Conduct campus visits and facility and classroom inspections

Promoted to serve as the senior director managing headquarter staff in San Francisco, assuming the responsibility of supervising the international partner services team and grant management division, in addition to operations and compliance. Serve as a thought-leader for the business development and national placement teams, as well, provide training and support to over 300 field staff representatives throughout the U.S. • Established a Salesforce Reports and Dashboard platform for field staff to better manage program requirements within the field by supporting placement and compliance goals.• Developed the School Database Project to establish a database of U.S. high schools that have participated in the J1 student exchange program, which serves as a market for future program participants. • Implemented all the changes and revisions of Subpart A and Subpart B of the Department of State’s Cultural Exchange Visitor Program into the operational, systems, marketing, and contractual materials within the organization. • Managed the grant continuation process for the Kennedy-Lugar YES program to successfully exercise option year.

Hired to serve as a member of the organization’s director-level leadership team and challenged to create new systems and procedures following the adoption of a cloud-based CRM program (Salesforce) and the migration from a cold fusion database. Served as one of the primary systems tester of Salesforce workflow processes, and led a team of field operations and compliance staff challenged to develop operational functions essential to increasing the program’s productivity and efficiency of the student placement and family supervision process. • Developed regional compliance reports, based on Department of State (DOS) regulations for international student exchange program, within Salesforce used to bring each region and staff person within compliance standards.• Developed payroll reports within Salesforce based on field staff contracts based on with HR requirements and labor laws• Successfully led, prepared, and ensured the completion of all CSIET and DOS compliance audit materials