• Work with HOA’s regarding servicing and retaining their commercial insurance policies to include Property, Liability, Environmental Pollution, Earthquake, Flood, Directors & Officers, Crime, Auto, Cyber, Umbrella and Workers Compensation• Develop and foster client business partnerships • Perform client needs analysis • Respond to client requests and inquiries in a timely manner and prepare new business and renewal, keeping them up-to-date.• Work with team to make sure client deliverables are met • Establish and maintain positive strategic relationships with the underwriting community, focusing on key partner markets.

• Collaborate with senior unit members to develop coverage strategy and marketing initiatives for renewal and prospective business.• Conduct in-depth analysis of client-specific risk exposure, details coverage requirements, and prepare and present marketing proposals for renewals and new business.• Process and issue new policies and policy renewals, changes, additions, deletions, and cancellations as needed and appropriate.• Review and proofread all assignments, acquiring accurate signatures and dispensing as appropriate.• Calculate adjustments and premiums on policies and other insurance and provider documents.• Lead, measure, and report on ongoing insurance or risk retention programs.

• Leveraged a proactive approach to staff training and development of agents in sales and account retention to drive increases in individual and team performance. • Served as a mentor to agents, providing training in best practices to help them grow their business and write commercial lines accounts. • Taught risk classes, including non-profit, retail, wholesale, technology, manufacturing, habitational, hospitality, contractors, car dealers, oil and gas, and transportation. • Managed a book with revenue valued at $275,000 in revenue while obtaining extensive experience in Liability, Property, Worker's Compensation, and Management Liability. Notable achievements while in the position included:- Played a key role in the agency experiencing a 300% increase in overall written commercial lines premiums over the past two years. - Successfully managed auto dealership accounts revenue valued at $150,000 and oil and gas accounts with revenue of $75,000. - Recipient of the “Partnership in Action Award” from Travelers Insurance for helping partner agent write a Large Business Risk for Devon Square, an apartment complex in Denver. - Wrote a $76,000 technology account with Travelers and Philadelphia Insurance with a partner agent in California.- Wrote a $1.14M worker's compensation account for an oil and gas services contractor with partner agents in Colorado.

• Worked to identify client needs, utilizing in-depth product and service knowledge, strong communication skills, and a persuasive nature to highlight company benefits and the company’s value proposition in an effective manner. • Built strong, professional relationships with clients to maximize the business potential within the marketplace.

• Founded and managed a neighborhood driving school, training teenagers and adults in safe driving techniques and driving best practices. • Taught lessons in both automotive and state testing of motorcycles.• Delivered exceptional service designed to create a positive customer experience to increase satisfaction and referral business. • Responsible for all aspects of the business and its daily operations, including business development, staffing, staff management, and payroll administration.• Completed the little aspects of the business, including painting the lines of the motorcycle test track to ensure compliance with state standards.