P&C underwriter

• Oct 2022 - Present

Assistant P&C Underwriter

• Jan 2022 - Present

Caddy

• Mar 2010 - Jan 2022

As a caddie, I learned how to communicate effectively with members, management and other caddies to provide a high level of service. Of the many skills I learned, I feel the most important include: • Promptness and time management • Understanding of the value of money • Developed a dedication to work hard through commissions and tips As a caddie, I learned how to communicate effectively with members, management and other caddies to provide a high level of service. Of the many skills I learned, I feel the most important include: • Promptness and time management • Understanding of the value of money • Developed a dedication to work hard through commissions and tips

Underwriting Associate

• Mar 2021 - Jun 2021

Under the oversight of an Underwriter, I processed renewal and new business quotations for the following lines of business: Directors and Officers (D&O), Employment Practice Liability Insurance (EPLI), Fiduciary, and Crime. The renewal account qualifications included: <$35k in gross written premium, <250 employees, and no paid claims.

Underwriting Assistant

• Aug 2019 - Mar 2021

As an underwriting assistant / account manager in the Wholesale Management Liability division I was responsible for supporting underwriters with assigned tasks of issuing quotations, issuing binders, processing endorsements and prepping and final policy issuance. I am experienced in the following lines of Management Liability: Directors and Officers (D&O), Employment Practice Liability Insurance (EPLI), Fiduciary, and Crime.

Client Service Associate

• Aug 2018 - Aug 2019

As a Client Service Manager Trainee, I assisted in handling the day-to-day activities of client’s needs. This included processing endorsements, navigating the systems including Applied’s EPIC, issuing certificates of insurance and assisting in the renewal process. This role involved managing multiple requests/issues and clarifying priorities. -Worked hands-on with middle market accounts and pools to achieve the risk management needs of public and non-profit and higher education… Show more As a Client Service Manager Trainee, I assisted in handling the day-to-day activities of client’s needs. This included processing endorsements, navigating the systems including Applied’s EPIC, issuing certificates of insurance and assisting in the renewal process. This role involved managing multiple requests/issues and clarifying priorities. -Worked hands-on with middle market accounts and pools to achieve the risk management needs of public and non-profit and higher education entities Show less As a Client Service Manager Trainee, I assisted in handling the day-to-day activities of client’s needs. This included processing endorsements, navigating the systems including Applied’s EPIC, issuing certificates of insurance and assisting in the renewal process. This role involved managing multiple requests/issues and clarifying priorities. -Worked hands-on with middle market accounts and pools to achieve the risk management needs of public and non-profit and higher education… Show more As a Client Service Manager Trainee, I assisted in handling the day-to-day activities of client’s needs. This included processing endorsements, navigating the systems including Applied’s EPIC, issuing certificates of insurance and assisting in the renewal process. This role involved managing multiple requests/issues and clarifying priorities. -Worked hands-on with middle market accounts and pools to achieve the risk management needs of public and non-profit and higher education entities Show less

Wealth Management Intern

• May 2017 - Aug 2017

As an intern at EFG I learned how to communicate effectively with management and coworkers to achieve client's financial needs. I worked directly under the chief investment officer who delegated roles and projects to me that involved: working with eMoney, submitting Retirement Income Survival Kits (RISK), researching answers to clients about questions or concerns they have in a financial planning or advising capacity. As an intern at EFG I learned how to communicate effectively with management and coworkers to achieve client's financial needs. I worked directly under the chief investment officer who delegated roles and projects to me that involved: working with eMoney, submitting Retirement Income Survival Kits (RISK), researching answers to clients about questions or concerns they have in a financial planning or advising capacity.

Student Intern

• Jan 2017 - Mar 2017

As an intern at Nemera, I worked with excel to input product information. I also helped organize an inventory management system. Of the skills I learned at this internship, I feel the most important include: • Ability to communicate with the operations management • Reported updates and results to management As an intern at Nemera, I worked with excel to input product information. I also helped organize an inventory management system. Of the skills I learned at this internship, I feel the most important include: • Ability to communicate with the operations management • Reported updates and results to management

Student Intern

• Jul 2016 - Aug 2016

As an intern at Stoneleigh, I helped review budgets in Microsoft Excel for apartment complexes for items such as: employee and management salaries, rental income, loss to lease, and materials and supplies among other categories of expenses. Of the skills I learned at this internship, I feel the most important include: • Ability to effectively communicate with management • Assessed expenses to see if they were over or underbudgeted As an intern at Stoneleigh, I helped review budgets in Microsoft Excel for apartment complexes for items such as: employee and management salaries, rental income, loss to lease, and materials and supplies among other categories of expenses. Of the skills I learned at this internship, I feel the most important include: • Ability to effectively communicate with management • Assessed expenses to see if they were over or underbudgeted

Branch Manager

• Jan 2016 - Jun 2016

As a branch manager for College Works, I sold over $25,000 worth of services. My job included cold calling to obtain leads, bidding out projects, and overseeing jobs. Of the many skills I learned, I feel the most important include: • Effective communication skills through cold calling • Sales skills to differentiate myself from competitors to homeowners As a branch manager for College Works, I sold over $25,000 worth of services. My job included cold calling to obtain leads, bidding out projects, and overseeing jobs. Of the many skills I learned, I feel the most important include: • Effective communication skills through cold calling • Sales skills to differentiate myself from competitors to homeowners