Experience

MacCorkle Insurance Service

• United States
• Insurance
• 1 - 100 Employee

• Senior Client Manager, Private Client Services

  • Oct 2012 - Present

  Affluent client specialization. Consultant for clients with complex personal insurance requirements which includes performing a careful risk analysis to determine appropriate coverage solutions for each client's needs. Solutions and programs are tailored to each unique situation to provide appropriate coverage or prevent large liability claims and financial losses that will have negative implications for the asset preservation of the client. Affluent client specialization. Consultant for clients with complex personal insurance requirements which includes performing a careful risk analysis to determine appropriate coverage solutions for each client's needs. Solutions and programs are tailored to each unique situation to provide appropriate coverage or prevent large liability claims and financial losses that will have negative implications for the asset preservation of the client.



CSAA Northern CA

• San Jose, CA

• Insurance Agent

  • Sep 2010 - Jan 2012

  Personal Insurance representative responsible for generating and developing new personal insurance programs for members. Consulted and advised new and existing clients on individual insurance needs. Developed specific liability, home auto and recreational coverage for each client. Received commendation award for outstanding customer service by an agent that resulted in $10,000 award for the branch office. Personal Insurance representative responsible for generating and developing new personal insurance programs for members. Consulted and advised new and existing clients on individual insurance needs. Developed specific liability, home auto and recreational coverage for each client. Received commendation award for outstanding customer service by an agent that resulted in $10,000 award for the branch office.



Fireman's Fund Insurance Company

• United States
• Insurance
• 400 - 500 Employee

• Risk Management Advisor

  • Nov 2006 - Dec 2008

  Performed consultative reviews with clients to determine appropriate values and coverage of personal risk portfolio. Advised clients of gaps and needs for additional protection. Prepared accurate risk analysis data for carrier,agent and underwriting. Performed consultative reviews with clients to determine appropriate values and coverage of personal risk portfolio. Advised clients of gaps and needs for additional protection. Prepared accurate risk analysis data for carrier,agent and underwriting.



Marsh McLennan

• United States
• Financial Services
• 700 & Above Employee

• Client Advisor

  • May 2003 - Dec 2005

  Identified affluent individuals and performed risk analysis to determine specific insurance requirements to design and implement insurance programs appropriate for each client. Partnered with trusted financial advisors and wealth managers to provide consultative reviews for high net worth clients. Developed top corporate clients into major insurance property and casualty clients. Performed extensive troubleshooting and negotiation to secure and retain business with other major… Show more Identified affluent individuals and performed risk analysis to determine specific insurance requirements to design and implement insurance programs appropriate for each client. Partnered with trusted financial advisors and wealth managers to provide consultative reviews for high net worth clients. Developed top corporate clients into major insurance property and casualty clients. Performed extensive troubleshooting and negotiation to secure and retain business with other major clients. Identified carriers with plans meeting unique insurance needs and facilitated the transition of new clients to the account management team. Prepared and delivered business presentations to advisors,attorneys and wealth managers. Specialized in affluent clients with multiple homes, collections and higher liability issues. Delivered a presentation to NAFA annual conference resulting in a large number of post conference contacts and additional speaking engagements. Show less Identified affluent individuals and performed risk analysis to determine specific insurance requirements to design and implement insurance programs appropriate for each client. Partnered with trusted financial advisors and wealth managers to provide consultative reviews for high net worth clients. Developed top corporate clients into major insurance property and casualty clients. Performed extensive troubleshooting and negotiation to secure and retain business with other major… Show more Identified affluent individuals and performed risk analysis to determine specific insurance requirements to design and implement insurance programs appropriate for each client. Partnered with trusted financial advisors and wealth managers to provide consultative reviews for high net worth clients. Developed top corporate clients into major insurance property and casualty clients. Performed extensive troubleshooting and negotiation to secure and retain business with other major clients. Identified carriers with plans meeting unique insurance needs and facilitated the transition of new clients to the account management team. Prepared and delivered business presentations to advisors,attorneys and wealth managers. Specialized in affluent clients with multiple homes, collections and higher liability issues. Delivered a presentation to NAFA annual conference resulting in a large number of post conference contacts and additional speaking engagements. Show less