I am so excited to join the team at The Baldwin Group on 6/24/24. I look forward to bringing my 30 years of experience in the insurance industry to this outstanding company. The future is limitless.

Develop new client relationships by providing insurance proposals utilizing a consultative approach.Obtain leads by asking for referrals and calling prior leads by expiration date of current policies.Successfully cross selling existing clients to ensure a high rate of retention.Provide excellent customer service that leads to referrals, keeping the new business pipeline full.Specializing in High Net-Worth clients with expertise in carrier guidelines and coverages.Educate clients about coverages by using real life scenarios based on 30 years industry experience.

Successfully managed a hybrid book of personal and commercial accounts.Personal Lines accounts, which mostly consisted of High Net-Worth clients, some that have been retained for nearly 30 years.Commercial Lines accounts, which mostly consisted of habitational exposures including Condominium, Office Condominium and Homeowners Associations.Utilized a consultative approach that was thought provoking to ensure a comprehensive understanding of the client’s specific needs.Developed strong relationships with real estate developers, property managers, association board members and unit owners.Maintained current knowledge of evolving changes in the marketplace.Served customers with knowledgeable and friendly support at every stage of the process from inception to renewal.Developed customized account plans and proposals for clients and prospects to help achieve their goals.Maintained very high client retention rate by providing exceptional customer service.Implemented strategies to increase revenue through upselling and cross-selling initiatives.Successfully resolved problematic issues, while helping the client achieve product satisfaction.Educated clients on new products and services to increase customer engagement with the process.Presented clients and prospects with real life scenarios to help further educate them to make informed decisions.

Managed a book of personal line business while managing the agency.Recruited, trained, and mentored a high-performing team, fostering growth and development.Reported to the agency owner and assisted with the duties of an owner, including thoughtful ways to increase revenues.Conducted weekly team meetings consistently to ensure a well-informed team.Quickly and effectively solved problems that could have resulted in a negative outcome and potential loss of valuable clients.Attended several agency management training classes that enhanced knowledge and growth as a leader.Successfully maintained a sense of curiosity by always thinking outside the box.Worked closely with underwriters to ensure that the agency was writing quality business.Continually developed new procedures that would help the workflow of the agency.Maintained compliance with industry regulations by conducting regular audits of policies and procedures.Fostered an environment that led to most accounts being multi-lined at the original point of sale.Maintained a deep understanding of company guidelines and procedures.

Created a database for potential clients in the Spring area.Cold called prospects to obtain expiration dates of current policies and obtained permission to reach out when policies were expiring.Warm called prospects prior to the expiration date successfully obtaining leads.Quoted, bound, and managed accounts written, making a point of really getting to know the client.Proudly helped the agency grow from scratch to a book of over 15 million in direct written premium.Developed rapport with customers through active listening skills, leading to higher retention rates.Developed strong product knowledge to provide informed offerings based on individual customer needs.Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.Exceeded performance metrics consistently, earning recognition as a top performer within the team.Contributed to sales growth by upselling and cross selling products and services.