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Experience

    • Senior Account Executive
      • Apr 2018 - Present
    • Norway
    • Financial Services
    • Account Executive, Construction
      • Jul 2016 - Mar 2018

      -Program management of a large complex, loss-sensitive Public Entity construction insurance program (11 locations including corporate office) -Market new and renewal system wide insurance programs (OCIP – GL, XS, WC, Builders Risk, Pollution and Professional Liability); negotiate coverage and terms. -Facilitate monthly calls with each of the client’s locations to review open items, ongoing and upcoming construction projects, project closeouts and field any questions that could come from the discussion of these items. -Work with national broker colleagues on the placement of system wide programs. -Work with contracted third party wrap administrator on enrollment into the OCIP. -Work with Account Managers to coordinate service activity at the program level. -Provide guidance to Account Managers on program level activities, projects, client inquiries and new/renewal policy activity. -Review and analyze client insurance programs, offering coverage recommendations. -Client facing. -Provide daily client management and support including, contract review, creating premium comparisons, risk reviews, policy changes. -Educate client on processes and current marketplace. -Establish and maintain relationships with company underwriters. -Review and analyze applications and policies.

    • United States
    • Insurance
    • 1 - 100 Employee
    • Account Executive, Risk Management
      • Jul 2008 - Jun 2016

      Managed a $900,000+ revenue book consisting primarily of large property and construction accounts. Marketing of renewals and new business including negotiating with company underwriters. Review and analyze client insurance programs, offering coverage recommendations which could improve their current program. Attend sales appointments for new and renewal business. Successfully navigate, and complete on-line rating with various insurance carriers. Prepare endorsements, applications, proposals and summaries. Build rapport and earn the trust of clients; educate clients on application process and on current marketplace. Establish and maintain relationships with company underwriters, and other referral sources to ensure continued business. Manage a detailed client data base. Review and analyze applications, contracts and policies in accordance with company guidelines.

    • Account Manager
      • Jun 2002 - Jun 2008
    • United States
    • Insurance
    • 1 - 100 Employee
    • Account Coordinator
      • 2001 - 2002
    • United States
    • Individual and Family Services
    • Account Coordinator
      • 1999 - 2001

Education

  • San Jose State University
    BA, Sociology and Business Management
    2002 - 2004

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