Vice President of Insurance Services – Personal Lines

• Jan 2021 - Present

Insurance Specialist

• Jun 2020 - Jan 2021

Executive Vice President

• Nov 2019 - Jun 2020

• Responsible for business plan, marketing and sales training development and implementation. • Producer for all lines including life, health, property and casualty. • Responsible for business plan, marketing and sales training development and implementation. • Producer for all lines including life, health, property and casualty.

Account Executive

• May 2019 - Oct 2019

• Designed and implemented personal insurance portfolios for individuals and families, from standard market to high-net-worth, with my primary focus on risk management and asset and lifestyle protection. • Specialized in consulting with individuals and families whose unique asset and lifestyle exposures necessitated the development of a risk management strategy and a creative approach for the proper placement of insurance policies tailored to their distinctive needs. • Designed and implemented personal insurance portfolios for individuals and families, from standard market to high-net-worth, with my primary focus on risk management and asset and lifestyle protection. • Specialized in consulting with individuals and families whose unique asset and lifestyle exposures necessitated the development of a risk management strategy and a creative approach for the proper placement of insurance policies tailored to their distinctive needs.

Account Executive - AIG Private Client Group

• Jun 2016 - May 2019

• Number one on sales team in number of new clients acquired, number of new policies issued and total new business premium written in both 2017 and 2018 calendar years. • Number one on sales team in monthly overall performance metrics rankings for Mar. – Nov., 2018. • Bound $370,315 in new business premium in 2017 calendar year. • Bound $438,738 in new business premium in 2018 calendar year. • Integral in helping our agency place 11th in sales ranking out of ~1,400 AIG appointed… Show more • Number one on sales team in number of new clients acquired, number of new policies issued and total new business premium written in both 2017 and 2018 calendar years. • Number one on sales team in monthly overall performance metrics rankings for Mar. – Nov., 2018. • Bound $370,315 in new business premium in 2017 calendar year. • Bound $438,738 in new business premium in 2018 calendar year. • Integral in helping our agency place 11th in sales ranking out of ~1,400 AIG appointed brokers nationwide in 2018. Show less • Number one on sales team in number of new clients acquired, number of new policies issued and total new business premium written in both 2017 and 2018 calendar years. • Number one on sales team in monthly overall performance metrics rankings for Mar. – Nov., 2018. • Bound $370,315 in new business premium in 2017 calendar year. • Bound $438,738 in new business premium in 2018 calendar year. • Integral in helping our agency place 11th in sales ranking out of ~1,400 AIG appointed… Show more • Number one on sales team in number of new clients acquired, number of new policies issued and total new business premium written in both 2017 and 2018 calendar years. • Number one on sales team in monthly overall performance metrics rankings for Mar. – Nov., 2018. • Bound $370,315 in new business premium in 2017 calendar year. • Bound $438,738 in new business premium in 2018 calendar year. • Integral in helping our agency place 11th in sales ranking out of ~1,400 AIG appointed brokers nationwide in 2018. Show less

Personal Lines Account Manager

• Apr 2015 - Jun 2016

• Serviced an assigned book of business comprised of roughly 900 clients, including processing endorsements, claims and underwriting notices. • Evaluated and addressed clients' risk management needs. • Secured new and existing business and up-sold additional services and coverage. • Nurtured client relationships to uncover new opportunities and referrals. • Remained current on carrier product and coverage changes as well as competitor markets. • Serviced an assigned book of business comprised of roughly 900 clients, including processing endorsements, claims and underwriting notices. • Evaluated and addressed clients' risk management needs. • Secured new and existing business and up-sold additional services and coverage. • Nurtured client relationships to uncover new opportunities and referrals. • Remained current on carrier product and coverage changes as well as competitor markets.

Personal Lines Account Manager - Mallory Beard Farmers Insurance Agency

• Aug 2013 - Apr 2015

• Maintained agency’s complete book of business consisting of approximately 600 clients. • Averaged ~$15K - $20K in new business premium written per month. • Maintained agency’s complete book of business consisting of approximately 600 clients. • Averaged ~$15K - $20K in new business premium written per month.

Personal Lines Producer - Robert Drake State Farm Agency

• Oct 2012 - Aug 2013

• Completed week-long State Farm new producer training at their headquarters in Bloomington, Illinois. • Averaged ~25K - $30K in new business premium written per month. • Completed week-long State Farm new producer training at their headquarters in Bloomington, Illinois. • Averaged ~25K - $30K in new business premium written per month.

Sales Associate

• Nov 2011 - Aug 2012

Office Manager

• Nov 2008 - Jan 2009

Sales Associate

• Apr 2007 - Nov 2008

Sales Associate

• Oct 2006 - Apr 2007