Experience

Strategic Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Personal Risk Manager

  • Jul 2015 - Present

  Clearwater Florida

• Personal Lines Risk Manager & Affluent Client Relations Coordinator

  • Jul 2015 - Mar 2018

  Clearwater Florida



Liberty Insurance Associates

• United States
• Insurance
• 1 - 100 Employee

• Operations Manager

  • Apr 2009 - May 2015

  Systems Integration of agency management system and 3rd party vendor software. Manage and develop relationships with comapany marketing representatives.



Pilgrim Insurance Agency, LLC

• Personal Lines Manager

  • Jun 1996 - Jun 2006

  • Quality control and review of accounts with emphasis on Personal Insurance Risk Management (including monthly sales meetings and audits) • Prepared review letters on an annual basis, offering recommendations to clients based on analysis of client’s insurance needs. • Lead staff in the acquisition of new clients by following trends, developing referral sources and cross-selling existing accounts with new product and agency offerings. • Monitor and report on effectiveness of sales and… Show more • Quality control and review of accounts with emphasis on Personal Insurance Risk Management (including monthly sales meetings and audits) • Prepared review letters on an annual basis, offering recommendations to clients based on analysis of client’s insurance needs. • Lead staff in the acquisition of new clients by following trends, developing referral sources and cross-selling existing accounts with new product and agency offerings. • Monitor and report on effectiveness of sales and support staff • Manage company relationships and monitor goals and loss ratios. • Ability to handle complex accounts. • Assisted clients with reporting and monitoring claims. • Special emphasis on handling VIP accounts • Actively solicits and processes additional lines of coverage for all accounts Show less