Melisa Nelson Email & Phone Number

As a Senior Account Manager at Woodruff Sawyer working on our Management Liability Team, I specialize on public companies and high- growth private companies. With over 10 years of experience in management liability, I specialize in Directors & Officers Liability, as well as other management liability lines, including Employment Practices Liability, Fiduciary Liability, and Crime coverage. Whether your organization is a mature public company, preparing for an IPO or SPAC, considering an acquisition, or trying to attract prime BOD talent, a strong D&O program is my primary goal.

Orange County, California Area

As an Account Executive to the Principal and Producer of my office, I am seeking to leverage a strong background in business development with expert relationship-building skills. Qualified to broker the following types of insurance: Executive Risk Coverages; including but not limited to D&O, E&O/Professional Liability, Employment Practices, Fiduciary both Publicly Traded and Privately Owned; Real Estate Property, CBD/Marijuana Liability, and several other Commercial Risks. Experience in managing over $2M in revenues on a book of large accounts consisting of large Private clients, Public clients and Public Entity. Integral in the expansion and growth of a new Orange County office. We grew from a 4 person office into a 16 person office. Participated in the panel for the selection of new Account Management, Producers and other personnel. Recognized as a highly-organized, efficient professional with a strong work ethic, team building and leadership qualities. Demonstrate the ability to listen to client needs, devise solutions to meet specific objectives, and build client trust and respect. An energetic communicator who easily builds ties with teammates, clients, legal personnel, and underwriters. Expert user of Microsoft Office, Agency Management Systems (EPIC/Applied/AMS 360), Advisen Benchmarking, Adobe professional, and others. Savvy in client, coworker and underwriting relationship management with a knack for giving clients full attention; passionate about improving a client’s situation by providing the best service possible.

Newport Beach, California

Primary Broker on large Property Accounts. Handling the property and management liability coverages. With an assistant, handled renewals; prepared quotes, cover notes and worksheets. Prepared proposals, submissions and quotes in Word, PowerPoint and Excel; Follow up with carriers and underwriters regarding status of quotes as necessary; Prepare/update summaries in EPIC/Excel; Review quotes, binders and policies for accuracy; maintain relationships with producers and underwriters.

Orange County, California Area

Coach

Irvine And Los Angeles, Ca

Support senior brokers on servicing large public accounts and primary broker on private accounts, including renewals; prepare quotes, cover notes and worksheets; maintain a diary system via Outlook and Applied (EPIC); verify accuracy of insurance documents; Communicate by email and telephone with underwriters, producers, and clients; Research and answer questions from underwriters, producers, and clients; Prepare draft proposals, submissions and quotes in Word, PowerPoint and Excel; Follow up with carriers and underwriters regarding status of quotes as necessary; Prepare/update summaries in EPIC/Excel; Review quotes, binders and policies for accuracy; maintain relationships with producers and underwriters; participate in continuing education – currently working on ARM designation.

In a newly developed department, analyzed and improved current procedures. Implemented standard operating procedures according to insurance laws. Created customer and company letters. Implemented marketing strategies, set goals, and created a tracking system to review statistical and financial analysis of the department. Sold and Serviced Insurance policies. Investigated liability claims and lawsuits to ensure claim validity; processed summons and complaints; served as a resource to management regarding liability issues; conducted research and compiled a variety of reports and documents relative to Workers' Compensation. Maintained workers' compensation and insurance related files and documents.

United States

Lead a team of 5-7 Personal Lines Agents. Served as the Lead Agent specializing in Affluent clientele. Selling/servicing Million Dollar homes, yachts, aviation, large schedules of fine arts, jewelry etc.