Partner | Vice President, Business Insurance Consultant
Current-Consult with company owners, presidents, CEO’s, chief financial officers, controllers, executive directors, along with other buyers of influence, on business' commercial property/casualty and employee benefits risk management programs to drive equitable solutions for enterprises-Implement marketing strategy for product placement of enterprises by assessing, analyzing, loss controlling, to strategically market accounts to key partner carriers based on size, scope, feasibility of market viability-Develop comprehensive alternative solutions for businesses by understanding their risks through optimal methods of benchmarking, with intention to help assess total cost of risk, determining risk control methods, enhancing awareness of market changes, and keeping goals of bottom-line at the front end of proactive strategyAccomplishments:o 2014-2015: Fast-Track producero 2016: 183% to goal; Leaders Club award winner with $100,901 in new business; #1 producer in all of property casualty with highest net new in new business sold: $99,230; 97% retentiono 2017: 114% to goal; Leaders Club award winner with $85,917 in new business; 96% retentiono 2018: 115% to goal; Leaders Club award winner with $100,626 in new business; 96% retentiono Forum on Workplace Inclusion attendee (2018-2019)o 2019: 127% to goal; Presidents Club award winner with $126,515 in new business; 93% retentiono 2nd place winner nationwide in Chubb Insurance's Rising Stars program; $2.23M written premium (2021)o 2021: 85% to goal; $128,223 in new business; 95% retentiono 2022: $112,330 in new business; 90% retentiono 2023: 123% to goal; PEAK Performer award winner; $245,049 in new businesso 5-yr avg.-to-goal 92% (2019-2023) & 5-yr avg. retention 94%Service: o Currently serving on USI Insurance's National Diversity & Inclusion Council (2022-Present)o Successfully launched CAN (Cultural Awareness Network) as part of Diversity & Inclusion strategy for Associated Bank (2019)