Experience

American Hardware & Lumber Insurance

• United States
• Insurance
• 1 - 100 Employee

• Senior Commercial Insurance Broker & Manager

  • Aug 2015 - Present

  Provides Property, General Liability, Auto, Workers' Compensation, EPLI, D&O, Inland Marine & E&O insurance coverage for Hardware Stores, Apartment Buildings and Shopping Centers Provides Property, General Liability, Auto, Workers' Compensation, EPLI, D&O, Inland Marine & E&O insurance coverage for Hardware Stores, Apartment Buildings and Shopping Centers



Contract Assignments

• Charlotte, NC

• Account Manager

  • Sep 2013 - Jul 2015

  Providing Account Management and Office Management to several companies in the Charlotte area. "Southern Acquisitions, Nationwide Insurance and Pilgrim Insurance". Certificates, Billing, Policy Checking, Quoting, Contract Review, Proposals, Data Entry Providing Account Management and Office Management to several companies in the Charlotte area. "Southern Acquisitions, Nationwide Insurance and Pilgrim Insurance". Certificates, Billing, Policy Checking, Quoting, Contract Review, Proposals, Data Entry



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Marketing Specialist

  • Jan 1998 - Apr 2013

  MARKETING AGENT / ACCOUNT MANAGER / UNDERWRITER – INSURANCE INDUSTRY Property & Casualty Insurance Licenses: State of NC, SC, TN, VA Results-driven professional with diverse background and experience providing marketing, account management, and underwriting support for the insurance industry. Effective working independently and as part of a team with strong track record in insurance risk management & reporting, business planning and development. Successful at leveraging client / agent relationships and negotiation skills to facilitate and execute insurance transactions, while minimizing risks to the firm. Proficient in MS Office, Publisher, QuickBooks, MS Project, Sagitta, AMS, and Epic. Insurance Products & Services Business Development / Lead Generation Insurance Underwriting Strategies Client Relationship Management Insurance Regulations & Compliance Marketing & Account Support Negotiation & Closing Strategies Team Collaboration & Support Insurance Risk Assessment



CCI Health Services

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Business Administrator / Project Coordinator

  • Jan 1994 - Sep 1997

  Served as an Administrative Supervisor providing support for a healthcare clinic. Designed marketing collateral. Supervised and trained two direct reports. Documented donations. Developed and submitted business reports to Board of Directors and Senior Staff serving on various committees. Planned and coordinated annual meetings / board retreats that included overseeing budget, contract negotiations, and program layout. Served as an Administrative Supervisor providing support for a healthcare clinic. Designed marketing collateral. Supervised and trained two direct reports. Documented donations. Developed and submitted business reports to Board of Directors and Senior Staff serving on various committees. Planned and coordinated annual meetings / board retreats that included overseeing budget, contract negotiations, and program layout.