Experience

Milestone Risk Management

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Oct 2000 - Present

  Proactively managed client accounts across a range of industry verticals, interacting on a daily basis with CEOs, CFOs, HR managers as well as operational personnel to ensure a highly personalized level of customer service. Engaged in ongoing consultations with clients to stay abreast of changes in their business such as new acquisitions or changes in the regulatory environment. Reviewed benefits utilization for cost–control and risk-assessment factors and closely collaborated with clients to safeguard their business. Partnered with clients to mitigate complex risk exposures and reduce claims losses that could affect their premium levels. Leveraged in-depth industry knowledge and underwriting background to ensure that clients were matched to best-fit carriers and appropriate coverages.



Travelers

• United States
• Insurance
• 700 & Above Employee

• Property and Casualty Account Manager

  • 1997 - 2000

  Supported several underwriters to develop ratings and premiums for customers. Assisted in new business development including agency visits. Cultivated good relationships with agency clients and direct customers, obtaining needed information quickly and accurately. Maintained accurate records of new policies and renewals. Processed coverage changes. Reviewed applications and helped evaluate and monitor potential losses resulting from catastrophic events. Supported several underwriters to develop ratings and premiums for customers. Assisted in new business development including agency visits. Cultivated good relationships with agency clients and direct customers, obtaining needed information quickly and accurately. Maintained accurate records of new policies and renewals. Processed coverage changes. Reviewed applications and helped evaluate and monitor potential losses resulting from catastrophic events.



Northbrook P&C/St. Paul

• Brea, CA

• P&C Underwriting

  • 1981 - 1997

  Served in progressively responsible positions. Processed submissions for a variety of coverages including property, general liability, commercial auto, workers compensation, resulting in a well-rounded working knowledge of general underwriting principles. Served in progressively responsible positions. Processed submissions for a variety of coverages including property, general liability, commercial auto, workers compensation, resulting in a well-rounded working knowledge of general underwriting principles.