Risk Match - Data Analytics

-Developed agency relationships that foster long-term partnerships to maintain and drive profitability-Served as the primary relationship management partner for a defined set of High Net Worth insurance agencies in the Northeast-Conducted regular sales calls to broker partners and C Suite executives to execute defined plans, measure progress, and achieve established KPI’s -Review territory to drive new, profitable business growth and identify under- performing agencies-Understand and effectively leverage agency business opportunities, needs and performance objectives-Explored/advanced new partnerships, alliances, and programs to grow portfolio (Family Office, Wealth Management, Risk Management Firms, Real Estate, Construction)-Effectively plan and budget for the book of business, track and report performance to plan, and develop a clear view of market conditions and competitive landscape.-Collaborated with product, underwriting and sales departments to analyze insurance agencies’ books of business to maximize profitability.

-Supervised five Program Assistants and four Managers -Scheduled practice, recruiting visits and road trips-Organized the daily needs of the coaches and staff -Travel with the team to assist players, coaches, and staff members in game day operations-Organized players, coaches, and the basketball staff to prepare for practices, games, banquets, recruiting visits, etc.