Jamie Goltzman, Au Email & Phone Number

Minneapolis, Mn, Us

Minneapolis, Minnesota, United States

- Serves as a key leader of the B&W brokerage property team, establishing client strategy, and negotiating with markets while developing a placement strategy delivery for all renewal and new business.- Build, maintain and grow a book of business.- Manages agency relationships and serve as client contact, providing exceptional service, with competitive rates and proposals in a timely manner.- Monitors key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio.- Experienced in negotiating shared/layered programs with over 75 carriers and up to $100M+ TIV authority.- Offers expert coverage and risk management advice to clients and any new business.- Building, expanding and solidifying relationships with existing clients at all levels within the company and lead appropriate resources to address the clients' risk and capital management needs.- Understand the clients' overall business, operations, risk management needs to provide strategic advice and day-to-day support.- Plan and develop annual renewal retention plans.- Initiate and lead renewal efforts, including market negotiations, remarketing accounts, maintains overall responsibility for all aspects of renewal process and day-to-day service.

Minneapolis, Minnesota, United States

- Holds the appropriate licenses for all marketing jurisdictions.- Communication of risk appetite and the RT Value proposition to retail agents- Develops strong, long term relationships with the agents to add to a profitable book of business.- Manage internal and external relationships that will contribute to a superior service experience for the agent and broker customer.- Quickly evaluate, prioritize, and select submissions and price risks that will develop an underwriting profit for the carrier; refer or decline risks that present excessive risk.- Liaise with resources for individual risk assessment, including financial and COPE data.- Collaborate with internal team on targeted, desirable accounts.- Recognize and create cross sell opportunities for other products.- Work with agents to understand options that best meet insured needs.- Negotiate terms and conditions with the agent or broker.- Participate in RT underwriting projects as needed.

St Paul, Minnesota, United States

- Rate accounts for risks that fit our binding authority limit of $2.5 million TIV per location up to $15 million TIV (varies by carrier)- Ensure the specific risk meets carrier underwriting guidelines and all required material and documents are submitted before submission to a carrier for review- Evaluate risks based on the value and condition of the property- Consult with several broker agencies in retaining renewal business accounts, meanwhile keeping rates flat year after year, especially for loss-free accounts- Prepare quotes/proposals for agents and their respected insured(s)- Obtain and follow-up on all necessary underwriting information, including third party reports, inspections, recommendations, etc.- Collaborate with co-workers and fellow underwriters to maximize team efficiency and written premium- Lead and facilitate RT MN's P&C marketing campaign to reach and engage new potential agencies in the Twin Cities- Handle general endorsement activity; endorsing named insureds, additional insureds, extending policies, process & calculate pricing changes for different additional coverages, etc.- Solicit brokerage renewal accounts and quote binding authority renewals from front to back while applying all endorsement activity - and re-marketing the risk if necessary to provide the agent with the most competitive pricing- Generate monthly and quarterly success lists and hit lists of recent successful binding authority classes

Greater Minneapolis-St. Paul Area

- Rate accounts for risks that fit our binding authority limit of $2.5 million TIV per location up to $15 million TIV (varies by carrier)- Ensure the specific risk meets carrier underwriting guidelines and all required material and documents are submitted before submission to a carrier for review- Evaluate risks based on the value and condition of the property- Consult with several broker agencies in retaining renewal business accounts, meanwhile keeping rates flat year after year, especially for loss-free accounts- Prepare quotes/proposals for agents and their respected insured(s)- Obtain and follow-up on all necessary underwriting information, including third party reports, inspections, recommendations, etc.- Collaborate with co-workers and fellow underwriters to maximize team efficiency and written premium- Lead and facilitate RT MN's P&C marketing campaign to reach and engage new potential agencies in the Twin Cities- Handle general endorsement activity; endorsing named insureds, additional insureds, extending policies, process & calculate pricing changes for different additional coverages, etc.- Solicit brokerage renewal accounts and quote binding authority renewals from front to back while applying all endorsement activity - and re-marketing the risk if necessary to provide the agent with the most competitive pricing- Generate monthly and quarterly success lists and hit lists of recent successful binding authority classes

Minneapolis, Mn

Marquette University Athletics

· Co-developed a program for 20 sophomores to develop active leadership roles on their athletic teams. · Collaborated with Academic and Support Staff in planning weekly meetings for student participants · Planned six sessions with topics including diversity, positive thinking, credibility, emotional, intelligence, and values and beliefs · Facilitated challenging discussion topics and activities during the six-week sessions

Greater Milwaukee Area

-Completed confidential work for Marquette Athletics’ academic support staff. -Developed a wide array of organization skills and prepared plans of action for programs and activities within the athletics department. -Greeted and answered the questions of visitors at the front desk of the Al McGuire Center and the AHPRC Research and Development Center.-Gained valuable event planning skills while helping plan the 2019 Blue and Golden Globes Athletic Banquet.

Marquette University Athletics

• Attended Big East Mental Health Summit as the Marquette student-athlete representative • Planned agendas for meetings and led/facilitated all-athlete meetings • Set and met goals and objectives for Marquette’s SAAC for the school year • Worked effortlessly as a liaison between student-athletes and university administration to better the student-athlete experience at Marquette

Worked in assisting incoming freshmen with the challenges of being a Division-I student-athlete. I offered advice, ways to study, and gave them a "mentor" figure to look up to. My role was to be that person they were comfortable asking any question to.

Marquette Athletics--Al Mcguire Center

-Sold and marketed ticketing to prospective customers using Archtics Ticketing System. I worked a vast majority of Marquette University Athletic Events. -Worked at the marketing table occasionally, selling tickets for up to 10 athletic teams at Marquette. This job required engaging with customers at the ticket window and over the telephone.-Developed quick-thinking and quick problem-solving skills during high-stress situations with customers.

Kansas City, Missouri Area

Responsibilities Included: • Produced written content for SportingKC.com (press releases, features, recaps, etc).• Oversaw strategic planning initiatives and monitored the Sporting KC Uphoria mobile app before, during, and after games.• Monitored and archived hundreds of local and national media coverage (print, web, and TV) and compiled in one central location for ease of access for the communications department.• Matchday responsibilities included: oversight of the press box, social media assistance during each match, and post-game web write-up content posted to SportingKC.com.• Attended and participated in weekly department meetings and ancillary club events.• Conducted dozens of coach/player interviews at Sporting KC training sessions.

Kansas City, Missouri Area

—Met customers and quickly developed rapport, as well as having in-depth knowledge of all the department's products and their placements was needed for a retail sales position in the softlines department.—Learned about proper merchandising, stocking, POS systems and managing inventory levels.—Followed merchandizing plans to properly present apparel to be more appealing to customers.—Identified potential shoplifters and alerted management.—Handled all customer-related issues in a timely manner and in accordance with company policies.—Answered customer telephone calls promptly and in an appropriate manner.—Maintained the store department's appearance, stocking merchandise, and ensuring displays and racks remained in good order.—Supported the efforts of sales and service employees and worked directly with customers.—Followed and enacted store opening and closing procedures.—Worked as a cashier when needed.

Overland Park, Kansas

I was the Team Sales Representative for Soccer Master, a company that sells jerseys, backpacks, and all soccer gear to local soccer clubs. I worked on numbering and putting logos on all parts of the uniforms, as well as counting inventory from past years' teams. I learned to work quickly and efficiently while also creating quality gear for club soccer teams in the Overland Park area.

Bachelor Of Arts - Ba, Corporate Communications Major With Marketing & Business Minor, Graduated

Activities and Societies: Women's Soccer, SAAC Vice President of Community Service, SAAC team representative, STAR 2.0 leader, Marquette.

Education record

Activities and Societies: Member of key club, spirit club, was a part of the debate team in 2013, campus ministry, leader of a kairos.