Building relationships with commercial account owners. Specializing in selling professional Liability for physicians and attorneys while providing additional liability and property coverages for medical facilities and law firms. With the new acquisition of Alley Rehbaum and Capes we are now stronger than ever to provide more for our valued clients and prospects.

Cultivated and built strong relationships with approximately 25+ dental program state agents to increase sales of Professional Protector Plan for dentists through B&B Protector Plans® Inc. Submitted underwriting documentation, provided quotes, issued professional liability dentist policies and filed state surplus lines taxes. Offered marketing and annual planning assistance for department program managers (e.g. dental and allied medical).• Increased surplus lines dentist Professional Liability sales from $750K to over $3M in premium from 2007 to 2014 • Produced over $2M in premium from 2012 to 2014 in surplus lines sales growth by creating and developing strong agent relationships for national allied medical malpractice program• Generated over $1M in premium from 2008 to 2012 by targeting large dental groups in the United States and issuing package policies for the dental program • Developed marketing objectives for new 2012 allied medical program underwritten by Lloyds of London, and outlined strategies to grow program and sales opportunities• Filed surplus lines taxes and fees for agents in several states as well as for own policy issues at B&B, working with program account managers to ensure taxes paid in a timely manner• Fostered in-depth relationships with carrier underwriters such as CNA and Lloyds of London for dental and allied medical risks in addition to working with Hull & Co and Peachtree Broker Agents

Served as sole sales professional recognized for stabilizing business through significant industry changes, and supporting independent agency contracting with up to 25 insurance companies. Closed high volume of insurance sales through relationships with area real estate businesses, handling negotiations on wide array of products. Generated referral business through proposal presentations and rapport with area professionals. Increased sales by providing comprehensive follow-up after presentations. • Averaged 1,000 referrals annually from real estate agents: identified offices, created and distributed marketing collateral and promotional items, and followed-up to close sales• Generated continuous revenue stream with agent leads, implementing weekly route of up to 30 offices to efficiently incorporate in-person sales presentations• Maintained key relationships with over 60 real estate companies, conducting presentations on company offerings, and cultivated relationships with both new and established agents • Attained 103% of sales objectives in 2006, exceeding weekly premium $12K goal• Boosted sales volume throughout industry transformation due to losses from natural causes, developing and implementing creative sales and marketing plans to grow sales• Commended by agents for extensive follow-up resulting in increased customer satisfaction• Bundled products to upsell additional insurance lines for client needs

Selected to market disability and other business insurance policies to small corporations in assigned territory. Sold business policies to company owners, meeting aggressive quotas for life insurance sales in crowded market.