Experience

Connected Risk Solutions

• United States
• Insurance
• 1 - 100 Employee

• Advisor - Healthcare

  • Sep 2021 - Present

  National Wholesaler working with retail agents and insurance companies to negotiate and place Medical, General, Excess and Umbrella Professional Liability Insurance for Physician Groups, Allied Groups, Miscellaneous Medical Facilities, Federally Qualified Health Centers, Hospitals, Medical Clinics, Long Term Care, Social Services and many more. National Wholesaler working with retail agents and insurance companies to negotiate and place Medical, General, Excess and Umbrella Professional Liability Insurance for Physician Groups, Allied Groups, Miscellaneous Medical Facilities, Federally Qualified Health Centers, Hospitals, Medical Clinics, Long Term Care, Social Services and many more.



NORCAL Group

• United States
• Insurance
• 100 - 200 Employee

• Regional Business Development - Healthcare

  • Jan 2014 - Aug 2022

  Developed key agency partners generating new business opportunities, managed sales-focused regional and national initiatives including regional marketing campaigns, sales events, trade shows, specialty specific events and community partner events. Spearheaded strategic partner-based initiatives and events while facilitating new business growth and retention efforts with key community partners. Developed key agency partners generating new business opportunities, managed sales-focused regional and national initiatives including regional marketing campaigns, sales events, trade shows, specialty specific events and community partner events. Spearheaded strategic partner-based initiatives and events while facilitating new business growth and retention efforts with key community partners.



Grosslight Insurance

• United States

• Producer & Account Manager - Healthcare Division

  • 2009 - Aug 2011

  Partnered with a top MPL producer to establish the Medical Professional Insurance Division through direct sales and account management, secured carrier and wholesaler appointments, established sales efficiencies and marketing campaigns, built rapport with all stakeholders quickly growing the book of business. Partnered with a top MPL producer to establish the Medical Professional Insurance Division through direct sales and account management, secured carrier and wholesaler appointments, established sales efficiencies and marketing campaigns, built rapport with all stakeholders quickly growing the book of business.



Aon

• Insurance
• 700 & Above Employee

• Producer and West Coast Regional Manager - Healthcare Division

  • 2003 - 2007

  Top producer of small to mid-sized accounts in the region, managed a large team of Account Managers and support staff for the Sr. VP, designed and implemented systems making the office more efficient, effective and profitable. Top producer of small to mid-sized accounts in the region, managed a large team of Account Managers and support staff for the Sr. VP, designed and implemented systems making the office more efficient, effective and profitable.



Aon

• Insurance
• 700 & Above Employee

• Producer & Senior Account Executive - Lawyers Division

  • 1995 - 2000

  Top producer of small and mid-size account in the region while maintaining a large Lawyers Professional Liability Insurance book of business and training staff to become effective in their respective roles.s Top producer of small and mid-size account in the region while maintaining a large Lawyers Professional Liability Insurance book of business and training staff to become effective in their respective roles.s