Account Management

Leveraged expert ability to cultivate strong relationships with clients to determine needed coverage while mitigating risk. Built support across company lines to achieve organizational goals with demonstrated leadership abilities, and a proven ability to forge trusted relationships with new and established client base.Selected Contributions:• Achieved success in developing new business opportunities, retaining key accounts, and maintaining a profitable and growing book of business.• Strategically sourced and maintained relationships within the industry to evaluate market trends, competition, and customers.

• Managed a sales/service team of 6 • Conduct reviews with high net worth clients to retain, sell and pivot to other products/lines of coverage to adequately manage their unique risks while maintaining close relationships to help them adapt to their changing needs • Responsible for meeting agency sales goals by generating new premium from within our current book of business and outside sources as new business • Consistently exceeded all agency sales goals (average annual new commissionable premium - $450,000

Analyzed and evaluated insurance applications to determine the risk involved in insuring a client to determine coverage amounts and premiums for a $15M portfolio of 19 General AgentsSelected Contributions:• Successfully implemented underwriting strategy by assisting with business development and growth through building relationships with both clients and business associates.• Skillfully reviewed, evaluated and priced business by applying sound underwriting judgment and adhering to company policy and state regulations within established authority.