Experience

Acrisure, formerly The Signature B&B Companies

• Insurance
• 1 - 100 Employee

• Sales And Business Development Executive

  • 2015 - Present

  Responsible for selling commercial and personal property insurance to individuals and major medical to businesses. • Started a new vertical in the New York Craft Brewing industry • Successfully cross sold the new commercial accounts through the sale of employee benefits or group plans and individual personal life, disability, homeowners, auto, and umbrella policies. • Delivered over $500k in life insurance premiums to a diverse set of clients, including pharmaceutical companies, professional services, law offices, architectural metalwork manufacturing, fastener manufacturing, and doctor’s offices. • Reduced health care premiums and employee benefits costs by 25% for a large auto dealership (>200 employees) through design and implementation of a consumer-directed health plan. Show less



Wealth Advisory Group LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Representative - concurrent with The Signature B&B Companies

  • 2015 - 2020

  Position held concurrent with The Signature B&B Companies. Wealth Advisory Group is an agency of Guardian Life Insurance Financial advisory firm selling individual life and disability insurance and investments through The Living Balance Sheet® tools. Responsible for the rebuilding of existing commercial and employee benefit accounts selling life insurance. Position held concurrent with The Signature B&B Companies. Wealth Advisory Group is an agency of Guardian Life Insurance Financial advisory firm selling individual life and disability insurance and investments through The Living Balance Sheet® tools. Responsible for the rebuilding of existing commercial and employee benefit accounts selling life insurance.



Acrisure, formerly The Signature B&B Companies

• Insurance
• 1 - 100 Employee

• Sales and Business Development Executive - TSG Financial LLC (Life & Health Division)

  • 2006 - 2012

  A new division of TSG focused on marketing life insurance and corporate employee benefit accounts while still managing the existing commercial insurance clientele. Sales and Business Development Executive

• Sales and Business Development - The Signature Group LLC

  • 2000 - 2006

  Responsible for selling commercial and personal insurance to individuals and major medical to businesses.

• Insurance Sales Representative - Colex Coverage Corp.

  • 1996 - 2000

  Colex Coverage Corp., a full-service insurance agency in New York which became The Signature Group, LLCCross sold and transitioned existing group insurance/employee benefit corporate accounts into commercial property and casualty accounts.