Experience

CRS Insurance Brokerage

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Oct 2022 - Present

  • Responsible for remarketing lines of coverage to admitted and non-admitted markets. • Generates renewal proposal and presents to insureds via online platform or in person. • Review insurance requirements contained within B2B contracts & advises insured accordingly of additional coverages needed for contract compliance. • Educates insureds on existing coverages and recommended coverages to further protect their business. • Mentors Account Managers to provide them a foundation on decisions and to foster their growth potential.



Holmes Murphy & Associates

• United States
• Insurance
• 200 - 300 Employee

• Client Service Consultant

  • May 2018 - Sep 2022

  • 120-150 days out from renewal date: Sets up internal team members assigned to account to discuss incumbent rate outlook, claim issues, loss control methods, marketing history, & renewal strategy. • Responsible for remarketing lines of coverage to admitted and non-admitted markets. • Generates renewal proposal and presents to insureds via online platform or in person. • Conducts audit reviews, initiates audit disputes, follow-up with insureds on outstanding agency billed invoices, respond via email or phone to insured’s inquiries. • Review insurance requirements contained within B2B contracts & advises insured accordingly of additional coverages needed for contract compliance. • Educates insureds on existing coverages and recommended coverages to further protect their business.



CoBiz Financial

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Commercial Lines Account Manager

  • Jan 2014 - May 2018

  Manages & services all phases of existing accounts for assigned book of business. Manages & services all phases of existing accounts for assigned book of business.



CNA Insurance

• United States
• Insurance
• 700 & Above Employee

• Client Service Specialist

  • Feb 2012 - Jan 2014

  Answered incoming call center calls from existing insureds & retail agents in 48 states. Assisted caller on coverage inquiries, processed new business quotes, endorsements, COI/EOI/auto ID cards

• Policy Service Representative

  • Jul 2010 - Jan 2012

  Rated & produced quotes for middle market new business & renewal policies. Also, issued endorsements.