• Middle Market Underwriter with expertise in real estate, manufacturing, healthcare, technology, and financial institutions. • Partner with brokers to provide property and casualty insurance to new and existing clients. • Responsible for profitable new business production and retaining and existing book of business.• Utilize internal business partners to provide professional liability, international, and excess coverages

• Compiles reports and metrics for large commercial property accounts $750 million in revenue or greater. • Initiates underwriting operations, procedures, policy endorsements, policy issuance and monthly activity logs for corporate reporting. • Orchestrates and collaborates with brokers, clients and customers to provide goal oriented deadlines. • Maintains monthly management reports and provides updates on corporate calls. • Executes corporate trainings and develops account-invoices. • Analyzes quality and quantity of risks underwritten and prepares reports accordingly.

• Contributed to the success of the Houston office helping to achieve $510 million in Gross Written Premium and 12% growth.• Facilitated, organized and managed Zurich’s Customer Industry Segments (CIS) and Bloomberg Business Week events, attended by 80 + brokers• Builds relationships with top industry leaders, brokers, clients and vendors• Produces and distributes sales metrics through Business Object Enterprise (BOE), Zurich Information Management System (ZIMS), (RCT) and Workbench including Dashboards, Sales Funnels, Executive Summaries & Submission reports• Orchestrates and develops multiple high level presentations for business opportunities• Leads and manages• Houston’s A Time For Giving campaign including March of Dimes, American Heart Walk, Habitat for Humanity Build Project and other community events, raising $3,000 for Zurich’s 12 core charities• Collected and distributed over 250 gifts to 48 burned victims for Shriner’s Toys for Tots• Conceived and implemented Zurich Houston’s Annual “Z Olympics “company picnic promoting team collaboration• Created and manage the Houston Social Committee helping boost morale and unify the Houston office• Presented and organized multiple trainings to over 120 Zurich employees

• Produced and implemented budgets for management forecasting• Managed accounting compliance and liaised with solicitors regarding financial transactions• Networked and managed customer relations, domestic as well as international• Executed metrics, travel, executive reports, staff functions • Managed detailed accounting, bid and proposal data, sales statistics, goal acquisition progress, YTD sales goals, headcount, accounts receivable, accounts payable and invoicing• Tracking and running YTD metrics for a $55 million annual revenue corporation • Communicated and managed clinical reporting metrics, travel, executive reports, staff functions and executive meetings

• Produced and implemented budgets for management forecasting• Presented and organized multiple trainings• Gathered and organized pertinent documentation required to complete loan processes.• Networked and marketed a the "By Referral Only"​ strategy. • Managed, organized and implemented the marketing materials for the "By Referral Only" process.• Designed logos and executed marketing strategies. • Orchestrates and develops multiple high level presentations for business opportunities