Responsibilities include total account oversight of a multi-million dollar healthcare book of business

Healthcare & Higher Education PracticeAccount Executive/Broker:Significant contributor to the series leading specialty industry vertical. • Responsibilities included: Multi line broking and account management lead; collaboration of complex account program design, high volume client onboarding, proposal, and presentation; Significant Merger/Acquisition due diligence/oversight; Coverage comparisons/Exposure/Specification development; Pre-renewal meetings and renewal strategy development; loss forecasting/actuarial review; loss source analysis; review and negotiate quotations from underwriters; contract review; policy checking; policy audits; allocations• Creative/Consultative experience includes design/build of Response to Request for Proposals, Participation in Oral presentations, Renewal and Stewardship reports. • Coordinate with team members from other disciplines at Lockton ensuring seamless client service• Maintain strong carrier relationships and working knowledge of insurance trends in the specialty fields facilitated by continuing education • Understand the clients’ business and risk profiles, utilizing this information to prepare insurance specifications and place the broadest insurance coverage available • Manage large workload under strict deadlines while balancing both current and prospect business • Training of Account Managers and Account Administrators

Risk Management Practice - Healthcare

Investigated and Settled complex liability claims in both commercial and personal lines.

Hired into the highly regarded college graduate claim trainee program implemented by Timothy Yessman, Executive Vice President of the St. Paul Companies. This program set the mark in the industry for developing a strong insurance education core coupled with hands on field experience. • Rapidly advanced from the claim trainee program to Field Commercial Liability Claims Adjuster learning under a fast paced trial by fire corporate environment • Selected to service St. Paul “key accounts” • Successfully completed the AICPCU Associate in Claims Program • Successfully passed complex non-resident adjuster exams early in my career allowing complex claim handling in litigious territories• Represented carrier at college career fairs and subsequently conducted first round interviews on campus • Represented St. Paul’s United Way campaign calling on our largest brokers • Responsibilities included: full claim management including field claims investigations; setting reserves; settlement including mediation/trial preparation when applicable; claim reviews; weekly roundtables; independent adjuster management • Advanced to Sr. Liability adjuster at Indiana Insurance post-Travelers/St. Paul merger My time at St. Paul set the foundation for my love of insurance and the understanding of making education and industry trends a career focus.