A promotion to Assistant Vice President was achieved in April 2024. Core job responsibilities remain the same as previously described (below) with additionally increased and defined leadership + mentorship responsibilities on the Team. Core job responsibilities centered around the marketing and placement of Renewal and New Business commercial insurance opportunities for Cyber and Medical Malpractices coverages (mutually exclusive). Additional Job Responsibilities include utilizing my technical experience gained as a previous Healthcare Underwriter to consult, educate, and provide valued-added services to our Retail Broker distribution partners.

A promotion to Senior Marketing Broker was achieved in April 2023. Core job responsibilities remain the same as previously described (below) with increased leadership opportunities on the Team granted. Core job responsibilities centered around the marketing and placement of Renewal and New Business commercial insurance opportunities for Cyber and Medical Malpractices coverages (mutually exclusive). Additional Job Responsibilities include utilizing my technical experience gained as a previous Healthcare Underwriter to consult, educate, and provide valued-added services to our Retail Broker distribution partners.

Core Job Responsibilities centered around the marketing and placement of Renewal and New Business commercial insurance opportunities for Cyber and Medical Malpractices coverages (mutually exclusive). Additional Job Responsibilities include utilizing my technical experience gained as a previous Healthcare Underwriter to consult, educate, and provide valued-added services to our Retail Broker distribution partners.

Abstract: Relocation from the CNA Atlanta Branch to the CNA Nashville Branch was completed in September 2018, and Mentorship/Referral Manager responsibilities assumed in April 2019. After 15 months of ownership of the Allied Healthcare Facilities/Medical Malpractice Book of Business for the CNA Atlanta Branch with continued growth in technical expertise (underwriting acumen, decision making abilities, etc.) and consistent, successful, and profitable portfolio management of renewals and new business accounts, an offer to relocate to the CNA Nashville Branch was made and accepted in July 2018. The Allied Healthcare Book of Business for the CNA Nashville Branch is larger, more complex, and significantly more responsibility, which validates my progression as an Underwriter and warrants this promotion. My relocation was completed on 9/24/2018 and permanent responsibility of the Allied Healthcare Book of Business for the CNA Nashville Branch was assumed at this time. Core job duties and responsibilities remain the same as previously described. Effective April 2019, Mentorship and Referral Manager responsibilities for another CNA Allied Healthcare Underwriter was offered and accepted. As a Mentor, it will be my responsibility to help develop this Underwriter in all responsibilities and performance metrics that we as underwriters are accountable for: underwriting acumen, understanding of CNA’s appetite/strategy, sales pitches, renewals, new business, data analytics, desk management, account triaging, etc. As a Referral Manager, it will be my responsibility to review and approve of Renewals and New Business accounts that fall out of the Underwriter’s Letter of Authority. Common Letter of Authority parameters are increased limits, particular venues (“Judicial Hell Holes”), scope of services, pricing deviations, and more. As a result, my personal Letter of Authority and job responsibilities increased.

Abstract: A promotion from "Underwriter" to "Underwriting Specialist" was achieved in May of 2018. Scope of responsibilities and territories remain the same as below, with an increased Level of Authority. The title of Underwriting Specialist is granted to Underwriters who have shown:- Knowledge and understanding of underwriting processes, coverages, and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business.- The ability to effectively interact and communicate with all levels of external and/or internal business partners within scope of responsibility, team and/or matrix environment- The ability to uncover customer needs, position specific solutions, handle objections and close deals- The ability to exercise judgment, negotiate and make sound business decisions effectively based on level of authority- A strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, exercise influence, and manage and prioritize multiple concurrent projects

Abstract: CNA Underwriting Trainee Program completed and responsibility of Allied Healthcare Facilities Book of Business granted in February of 2017.The Commercial Underwriter Trainee Program was successfully completed on 02/01/2017, and responsibility of the existing Allied Healthcare Facilities and Small Physician Groups book of business for the CNA Atlanta Branch was inherited immediately. Scope of responsibilities include, but are not limited to: - Profitably growing the existing book of business through our brokering partners by selling CNA's deep underwriting acumen, industry history/experience, dedicated claims handling, expert risk control services, coverage differentiators/enhancements, market presence, product expertise, and more.- Managing the existing portfolio through renewal rate and retention goals.- Furthering CNA's market presence through relationship building events and meetings with our brokering partners.- Pursuing, updating, and maintaining an adequately populated pipeline of targeted individual risks.- Staying current on market trends, competitor offerings, industry standards/benchmarks, and more through various insurance journals, websites, and tools.Lines of Coverage written (Admitted and Non-Admitted): - Medical Malpractice Professional Liability (Entity, Mid-Levels, and Physicians)- General Liability- Employee Benefits Liability- Hired & Non-Owned Auto- Umbrella/Excess. Risk Territory: Nationwide - Healthcare Entities and Individuals domiciled in all 50 StatesBrokerage/Agency Territory: Retail and Wholesale shops domiciled in the states of Alabama, Georgia, and Louisiana.

Abstract: Insurance career begins in June of 2016 through CNA's Underwriting Trainee Program.- A comprehensive Underwriting Trainee Program is conducted during the first nine months of job experience. The curriculum provides exposure to multiple lines of business through a blended learning approach, which includes instructor-led training, web-based courses, self-study and hands-on practical application, along with a dedicated group of managers and a formalized mentoring program.- Commercial topics covered include business auto, general liability, property, middle market, umbrella, equipment breakdown, inland and ocean marine, financial institutions, small business, professional services, and more. - A more specific focus was put on the specialty topic of health care.- Commercial Lines Coverage Specialist (CLCS) designation completed- Construction, Occupancy, Protection, Exposure (COPE) designation completed

The Baldwin, Krystyn, Sherman Partners Summer Intern Program was designed for college students who have a passion for Risk Management and Insurance and would like to pursue a career in Insurance. The Risk Management Internship Program is 10 weeks long with exposure to BKS-Partners' three primary business segments: Commercial Insurance, Employee Benefits, and Private Risk Management. Intern responsibilities and exposure include, but are not limited to:• Identifying new business opportunities• Presenting to a client• Industry benchmarking• The marketing and renewal process• Navigating the vital role of a broker• Exposure to carriers and vendors• Knowledge of service standards by client size and industry• Samples of your professional work and results• Time management skills