Bio
Credentials
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Associate in Fidelity & Surety Bonds
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Experience
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United States
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Insurance
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700 & Above Employee
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Vice President, Head of Surety
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Sep 2023 - Present
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Assistant Vice President & Surety Marketing Manager
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May 2021 - Sep 2023
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Surety Marketing Manager
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Sep 2019 - Sep 2023
Leading and directing surety marketing with a passion for creativity marrying strategy. Aiding in the profitable growth and development of the surety group nationwide. Making ideas a reality from concept to distribution.
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Surety Business Acquisition Specialist
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Aug 2016 - Sep 2019
Lead and direct surety marketing; working with corporate marketing management, regional branches and marketing representatives to identify common initiatives and cross-selling opportunities. Identify and develop new markets, states, tools and systems to promote growth, build relationships, and strengthen connections with clients. Coach and lead underwriters in marketing, agency prospecting, state expansions and new market opportunities. Utilize data analytics for underwriter training, corporate marketing and presentations. Event planning for regional and national events such as association dinners, advisory boards and client appreciation. Develop and implement incentive programs and agency recognition platforms. Develop promotional brochures, publications and fact sheets for use in print and electronically.
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Senior Contract Surety Underwriter / Business Acquisition Specialist
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Nov 2012 - Sep 2019
Responsibilities included analyzing financial reports, credit history, profitability and big picture of a construction contractor to determine the acceptability of risk. Analyzing specific project details including scheduling, capacity and the scope of work; reviewing contracts & bond forms for multi-million dollar projects. Experienced in market development with the ability to prospect and manage both producer & client relationships. Developed & maintained a profitable book of business covering several states. Skills include successful marketing to both internal and external clients. Creation and implementation of leader recognition programs, website development, feature spotlights of clients, and marketing materials.
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Contract Surety Underwriter
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May 2004 - Nov 2012
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Personal Banker
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Jan 2004 - Aug 2004
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Marketing Specialist
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Aug 2001 - Dec 2003
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Project Coordinator
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2000 - 2001
National sign fabrication & installation company.
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Education
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University of Northern Iowa
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AHST
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