Client facing position managing house and new commercial P & C accounts.

Designed innovative cost-containment blueprints for employer groups of all sizes by utilizing a deep bench of forward-thinking carriers including fully funded, level funded and self funded models as well as defined contribution strategies.Developed current and long-term strategies with each client as their needs and the market changed with respect to hiring and retention, organizational wellbeing, employee engagement, compliance and healthcare analytics.Conducted numerous effective sales presentations with C-level management with a focus on benchmarking and healthcare cost trend analysis.Met with each client quarterly to review plan performance and recommend mid-year adjustments and impactful employee communications. In-house consultant for existing benefit broker’s expansion into P&C risks Sourced and developed 3 strategic partners resulting in 150% increase in number of clients and 450% agency revenue growth in first 3 yearsHighest customer satisfaction results in the firm, achieved by consistent and timely communication, thorough follow-through and meticulous CRM management.

JMI Reports has been providing superior personalized property inspection and underwriting service solutions to the insurance industry for 29 years. Our executives, staff, and employee force are tenured insurance professionals. With our services, you take advantage of an experienced and very well trained inspector force and supervisory staff, a state-of-the-art automated web-based reporting system for paperless report solution, excellent quality controls and customer service, and a custom Hazard Scoring mechanism.Successfully managed large block of $1 million+ carrier partner accounts across 5 states by investing in and developing strong interpersonal relationships with a high retention rateStrengthened relationships with existing and new client base for national/regional carriers and multiple large MGAsIntroduced JMI’s Premium Audit service to large national client, resulting in millions of dollars in new sales for this clientManaged Special Project RFPs for multiple carriers, including Citizens Property Insurance Corp of Florida Managed Tier 2 underwriting relationship to resolve problems that were too in-depth for Client Services Department to handleCompany convention qualifier

Created individual risk management plans in NE Florida, marketing via events, networking, referrals and cold calls. Developed high dollar book of business by effective sales pipeline management and center of influence developmentFront line loss control underwriting of new business based on conservative underwriting resulting in a solid and stable block of risksAssisted branch current clients for various service changes to coverage, payments, claims and policy questions.Skilled at cross selling existing client base

I built and managed a book of business in excess of 1 million dollars. Sentry offers all personal lines including life insurance. I built my business through relationship management enabling me to named the highest producing homeowner agent in 2008 and 2009. Through constant vigilance I was able to build and maintain a book that was heavy in multi-policies accounts, excellent retention and very low loss ratios.