Experience

DTRT INSURANCE GROUP

• United States
• Insurance Agencies and Brokerages
• 1 - 100 Employee

• Director Of Business Development

  • Apr 2022 - Present

  Coral Springs, Florida, United States



Artland Grant Holdings

• Insurtech Entrepreneur

  • Oct 2020 - Present

  Deerfield Beach, Florida, United States



R8write Tech

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Chief Operating Officer

  • Jun 2020 - Jul 2023

  Pembroke Pines, Florida, United States



People's Trust Insurance Company

• United States
• Insurance
• 1 - 100 Employee

• Agency Account Manager

  • Oct 2018 - Sep 2020

  Territory Sales| Marketing Representative | Business Development Working with agency partners to drive sales results to positively affect growth and retention. • Managing relationships with agency partners. • Analyzing agency reports and developing a strategy for growth and retention specific to each agency, • Planning with the Director of Business Development and Director Of Agency sales to develop and implement new practices in an ever-changing environment. •… Show more Territory Sales| Marketing Representative | Business Development Working with agency partners to drive sales results to positively affect growth and retention. • Managing relationships with agency partners. • Analyzing agency reports and developing a strategy for growth and retention specific to each agency, • Planning with the Director of Business Development and Director Of Agency sales to develop and implement new practices in an ever-changing environment. • Appointing agency partners and training them so that they understand company underwriting guidelines, programs, & procedures. • Monitors yearly new business commitments and other performance goals that are agency specific. • Gathering competitor information for comparison against our marketing position for recommendations to the products department. • Documents all agency communication to provide an accurate depiction of the relationship. Which includes the development of impactful call reports.

• Underwriting Lead

  • Feb 2016 - Oct 2018

  Working with Underwriting Management to endure that standard operating procedures are adhered to. •Auditing personal on the team 3-5 times per week to ensure that guidelines were adhered to. •Monthly meetings to discuss trends and data analytics to ensure that loss frequency and overall loss ratio was reduced. •Working directly with agency partners with large books of business to promote ease of doing business with the company. •Reviewing applications for insurance against ISO… Show more Working with Underwriting Management to endure that standard operating procedures are adhered to. •Auditing personal on the team 3-5 times per week to ensure that guidelines were adhered to. •Monthly meetings to discuss trends and data analytics to ensure that loss frequency and overall loss ratio was reduced. •Working directly with agency partners with large books of business to promote ease of doing business with the company. •Reviewing applications for insurance against ISO and CLUE reports.



Stirling Insurance and Financial Services

• Director of Sales Personal Lines

  • Jan 2015 - Mar 2016

  North Lauderdale Stirling Insurance Services was a robust personal lines agency specializing in Health Insurance, Life Insurance and Commercial insurance. • Assisted sales staff in placing risks with the right company. • Monitoring loss ratios and developing plans with marketing representatives to keep the ratios low. • Managing the North Lauderdale location comprising of approximately 1,200 personal and commercial lines clients.



People's Trust Insurance Company

• United States
• Insurance
• 1 - 100 Employee

• Sales Agent

  • Jun 2013 - Dec 2014

  Deerfield beach



Stirling Insurance & Financial Services

• Sales Representative

  • Jun 2011 - May 2013

  Boca Raton, Florida Stirling Insurance Services was a robust personal lines agency specializing in Health Insurance, Life Insurance and Commercial insurance. • Health Insurance sales. • Life insurance sales. • Attended Nationwide University for Life insurance sales certification.