Experience

Heffernan Insurance Brokers

• United States
• Insurance
• 400 - 500 Employee

• Account Executive - Large Commercial Accounts

  • Jun 2018 - Present

  As a Commercial Lines Broker, I help business owners and executives navigate the challenges of operating a business in a tech-savvy, litigious, and rapidly changing world. At Heffernan, we offer risk assessment that helps reduce errors and overcharges. We begin with interviews of the ownership and management teams, and then do a thorough assessment of coverage and policy wording. We review your hiring templates, policies and procedures, and safety and wellness programs. Then, we analyze your claims to pinpoint problems and identify possible solutions. During the review process, we begin implementing services to decrease claims. Our focus is on client needs, safety, developing a positive culture, and obtaining the best pricing in the insurance market place. Heffernan offers: ⇨ The most comprehensive coverage options with the best pricing ⇨ Access to specialized programs and alternative risk financing solutions ⇨ Loss control ⇨ Claims management assistance ⇨ Risk Reviews ⇨ Access to technology to assist in the insurance arena ⇨ And more Since its founding in 1988, Heffernan has remained employee owned and has grown revenue to over $100 million through primarily organic growth, along with strategic acquisitions. 🌟 Heffernan is consistently ranked as one of the nation’s largest independent insurance brokerage firms, as well as named on the insurance industry’s ‘Best Places to Work’ lists. 🌟 Heffernan is also known for its commitment to philanthropy. Since 2003, Heffernan has been named a ‘Top Corporate Philanthropist’ and on average, donates over 10 percent of profits to charity each year. Want to learn more? Feel free to 💻 Visit www.Heffins.com ✉ Email JoanneT@heffins.com I invite you to review some of our multimedia below and learn how we can help you. Specialties: Captives | Real Estate Portfolio Options | LIHTC Development and Management | Directors & Officers | Management Liability | Construction Show less



Brown & Brown

• United States
• Insurance
• 700 & Above Employee

• Broker - Property & Casualty - Real Estate, Manufacturing & Distribution Risk Management Partnership

  • May 2016 - Jan 2018

  Joanne’s responsibilities include client development and management, program design and risk analysis for growth oriented businesses in the Real Estate, Transportation and Logistics, Manufacturing and Distribution fields Working in partnership in the Manufacturing and Distribution Industries. Joanne and the experts at Hays provide solid Risk Management and Loss Control guidance to help to maintain or reduce incidents to employees, property as well protection for the Executive Risk possibilities. Having worked with National Property owners on Apartments and Common Interest Developments whether privately held or held in a Real Estate Investment Trust Joanne and Hays provides depth of knowledge on both urban and suburban property and liability insurance situations. Joanne has been recognized for her efforts as a former San Francisco Apartment Association Industry partner of the year. Having worked nationally to provide guidance and protection through risk management to Real Estate Investors, CID, multi-state apartment syndicates, Joanne and Hays provides depth of knowledge on urban, suburban and rural development in Property, Liability and Executive management insurance issues. For the technology industry, Joanne has established herself as a knowledge base and client advocate. Working with multiple organizations to improve the quality of coverage and providing insurance companies a better understanding of the products, programs and innovations these customers provider. Show less



Barbary Insurance Brokerage

• United States
• Insurance
• 1 - 100 Employee

• Insurance Broker

  • Feb 2008 - Apr 2016

  Strong sales and account management role in an independent insurance brokerage firm, tasked with execution of a consultative sales process, assisting clients with research and evaluation of different options to make informed insurance product decisions. Responsible for client sales and retention, new business development, and strategic planning for operations and budget management. Key Accomplishments:  Successfully develop client relationships and additional sales, allowing the agency to expand carrier representation and qualify for contingencies. Provide professional expertise and product analysis in the areas of Technology (development and services oriented firms) and bio-technology, marine, non-profits, property portfolios including commercial, industrial and habitational,  Prepare and present educational workshops and advanced training for business owners to assist in the identification and management of risk.  Build strong working relationships with client companies, encouraging additional sales and referral business.  Develop and implement strategic marketing and social media initiatives to expand the online presence of the agency.  Create and execute strategies for process improvement, operations and budget management.  Research and investigate market trends, competitors and forecasted industry changes to exceed client and carrier expectations.  Highly effective account and relationship manager, with a five (5)+ year record of retaining the top 20 income producing clients. Show less



Pennbrook Insurance Services, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Broker

  • Jan 2003 - Feb 2007

  Commercial Sales Broker Worked directly to merge CYMRU Insurance Services with Pennbrook, serving a diverse client base as a commercial sales broker and account executive, providing industry expertise, marketing and placement for clientele on commercial lines. Top 25 Bay Area insurance brokerage firm, with annual revenue of $5M+. Key Accomplishments:  Enhanced sales with quality relationship management and development of various business networks to expand company referral sources.  Planned and implemented strategic sales, marketing and growth initiatives. Show less



Cymru Insurance

• San Francisco Bay Area

• General Manager & Production

  • 1995 - 2003

  Insurance office management and industry compliance role for an independent agency with a strong focus on Hartford Insurance products, with other major carriers available. Key Accomplishments:  Recognized as the #1 Producer in the Hartford Business Insurance Specialist National Program.  Tasked with management of a staff of six (6), including locating qualified candidates for agency and client support.  Provided extensive training and development in data management, reporting, sales monitoring and agency growth trajectory.  Facilitated an internet orientation and sales approach ahead of the curve and prior to the dot com explosion.  Implemented highly effective sales strategies, growing revenue from $0 to $350K in a two (2) year period.  Developed, grew and maintained a diverse commercial client base.  Negotiated and managed vendor relationships with insurance carrier – direct and wholesale.  Planned and executed strategies to increase operational efficiency and budget management. Show less