Vice President of Operations

• Nov 2021 - Present

Secretary - Michigan Chapter

• Jan 2022 - Present

President - Michigan Chapter

• Jan 2019 - Dec 2021

Vice President - Michigan Chapter

• Jan 2017 - Dec 2018

Commercial Lines Coordinator

• Jan 2019 - Nov 2021

Commercial Lines Manager

• Oct 2013 - Dec 2018

Oversee department operations Develop and implement workflows and procedures Conduct weekly meetings Provide on going in house employee training Specialize in placement of new and existing business Zywave Coordinator Loss Control Agency Representative Travelers Insurance Company Agent Insight Forum Member Oversee department operations Develop and implement workflows and procedures Conduct weekly meetings Provide on going in house employee training Specialize in placement of new and existing business Zywave Coordinator Loss Control Agency Representative Travelers Insurance Company Agent Insight Forum Member

Assistant VP of Marketing

• Jul 2011 - Oct 2013

Develop and implement work flow procedures Maintain book of business for agency President Market new and renewal lines of business New employee training Oversee daily operations within commercial lines department Agency liaison for AMS360 Usergroup Agency accounting responsibilities Conduct employee production/accuracy audits Involvement in carrier/agency yearly production and goal planning Involvement in prospective employee interview process Lead weekly employee meetings

Commerical Lines Account Manager

• Oct 2006 - Jul 2011

Market new and renewal coverages for 5 producers Handle daily client needs Young Professional Chamber of Commerce Member Lead weekly team meetings Employee training Involvement in client renewal proposal meetings Involvement in agency management system upgrade testing Generate carrier transaction reports Pilot prospective insurance market Proficient in online carrier quoting Market new and renewal coverages for 5 producers Handle daily client needs Young Professional Chamber of Commerce Member Lead weekly team meetings Employee training Involvement in client renewal proposal meetings Involvement in agency management system upgrade testing Generate carrier transaction reports Pilot prospective insurance market Proficient in online carrier quoting

Personal Lines Customer Service Rep

• Sep 2002 - Mar 2005

Workflow committee member Agency representative for offsite meetings New employee training Interface and upload policy applications Present proposals and insurance options to new and current clients Workflow committee member Agency representative for offsite meetings New employee training Interface and upload policy applications Present proposals and insurance options to new and current clients

Commerical Lines Assistant CSR

• Jun 1995 - Nov 2000

Process policy renewal and endorsements Update agency management system Worksite Marketing (IDS) Coordinator -Implementation of procedures -Create marketing documents and managerial reports -Develop operational manual -Train users and support personnel Process policy renewal and endorsements Update agency management system Worksite Marketing (IDS) Coordinator -Implementation of procedures -Create marketing documents and managerial reports -Develop operational manual -Train users and support personnel