Experience

Aegis Insurance Markets

• United States
• Insurance
• 1 - 100 Employee

• ACSR, Sr. Account Manager/Producer

  • Sep 2015 - Present

  Truckee, Ca Commercial Insurance, managing a book, cross selling and sales. Part of Tiger Team for Compliance and Quality Control



USI Insurance Services

• United States
• Insurance
• 700 & Above Employee

• ACSR, Commercial Account Executive

  • May 2014 - Aug 2015

  Grass Valley, Ca Commercial Insurance, Sales, Cross Sell, Helped to manage books of business when we were short handed. Project Coordinator to assist manager and delegate tasks, reports, and certain projects to team members and helped with procedures in the office and team building. Worked closely with manager on all compliance issues for the office and Corporate. Was up for Team Lead and took on the responsibilities of Team Lead from Dec. 2014-August. 2015.Was asked to stay on to help with conversion of… Show more Commercial Insurance, Sales, Cross Sell, Helped to manage books of business when we were short handed. Project Coordinator to assist manager and delegate tasks, reports, and certain projects to team members and helped with procedures in the office and team building. Worked closely with manager on all compliance issues for the office and Corporate. Was up for Team Lead and took on the responsibilities of Team Lead from Dec. 2014-August. 2015.Was asked to stay on to help with conversion of accounts to Portland by Corporate from Date of May (when announcement of office closure happened,-August) Grass Valley Office was closed Officially Sept. 1, 2015 Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Account Executive

  • Oct 2006 - May 2014

  Grass Valley, Ca July 30, 2012 now part of of the Sales Team at Wells Fargo Insurance in Grass Valley , handling the servicing for two books of business for all types of accounts, rating for all new business prospects & rnewal marketiing, including detail, proposals and documentation in Nexsure. Provides training for new hires and less experienced staff in processing, compliance and procedures in Nexsure and File Net.



Gold Valley Insurance

• Commercial Account Manager

  • Jan 2004 - Oct 2006

  Grass Valley, Ca



Huether Insurance Agency

• Office Manager/ Agent

  • Apr 1999 - Jan 2002

  Danville, Ca