As a seasoned, passionate insurance professional, I am known as one who puts others first. I oversee all aspects of my client's personal insurance portfolios, working with clients directly and managing a team to help serve them more completely. Although I wear numerous hats, I am first and foremost, an advocate for my clients!A unique characteristic of my career is that I have worked in insurance on both sides of the fence. My understanding of insurance programs from the carrier's perspective as well as that of the broker allows my staff and me to place our customers with the right provider, the first time. During my tenure, I have served on numerous Agent Advisory Boards in order to help influence policy for companies such as Fireman's Fund, Chubb Insurance, Indiana Insurance, and Atlantic Mutual. In 2010, I was asked to take on the roles of Operations Director and IT Manager because of my problem-solving and "get things done" strengths. On a daily basis, I keep all systems running smoothly. When we relocated the office in 2016, I served as project manager for this multi-million dollar initiative to ensure timely completion of the construction and a smooth transition for 75 employees and all the technology, files, etc. [All while maintaining a high level of service to our customers, of course!]In addition to my personal lines and small business insurance expertise, I excel at -Project Mgmt-IT Mgmt-Continued Education & Compliance Mgmt-Property & Facilities Mgmt-Customer Service -Customer Retention-Team Leadership-Marketing-Sales-Doing whatever it takes, going above and beyond, to create success!I'm anxious to connect with other like-minded professionals. Click on connect and send me a note. I'm looking forward to getting to know you!
Listed skills include Insurance, Sales Management, Property And Casualty Insurance, Team Building, and 36 others.