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Experience

    • Insurance
    • 1 - 100 Employee
    • Industry Engagement
      • 2017 - Present

      Insurance Agents and Brokers Board, 2023 to Present Rough Notes Editorial Advisory Board, 2017 to Present AIMS Society Board, 2019 to 2022 Insurance Agents and Brokers Board, 2023 to Present Rough Notes Editorial Advisory Board, 2017 to Present AIMS Society Board, 2019 to 2022

    • Insurance
    • 1 - 100 Employee
    • VP
      • Dec 1997 - Present

      Experienced property casualty agent servicing and selling personal and commercial lines. Review and secure customized insurance programs for personal and business clients after meeting to discuss and review insurance needs. Negotiate claim settlements for my clients with our carriers. Experienced property casualty agent servicing and selling personal and commercial lines. Review and secure customized insurance programs for personal and business clients after meeting to discuss and review insurance needs. Negotiate claim settlements for my clients with our carriers.

    • 1 - 100 Employee
    • Volunteer Positions
      • Sep 2006 - Present

      Bucks Quarterly Meeting Treasurer, 2022 - present Buckingham Friends School Finance Committee Member, 2012 - 2017, 2023 - present George School Board Trustee, 2016 - present George School Student Life/Engagement Committee Clerk, 2019 - present Solebury Friends Meeting Treasurer, 2014 - 2023 George School Finance Committee Member, 2006 - 2018 Buckingham Friends School Treasurer, 2014 - 2017 Pennsbury Manor Director, 2011 -2013 Bucks Quarterly Meeting Treasurer, 2022 - present Buckingham Friends School Finance Committee Member, 2012 - 2017, 2023 - present George School Board Trustee, 2016 - present George School Student Life/Engagement Committee Clerk, 2019 - present Solebury Friends Meeting Treasurer, 2014 - 2023 George School Finance Committee Member, 2006 - 2018 Buckingham Friends School Treasurer, 2014 - 2017 Pennsbury Manor Director, 2011 -2013

    • United States
    • Insurance
    • 1 - 100 Employee
    • Leadership Positions
      • Jan 2006 - Dec 2019

      Speak on automation issues impacting insurance agents around the country at conferences including ACORD, IVANS, ASCnet, ACT, AUGIE and AAMGA. Consult with insurance carriers, vendors and agents to improve automation processes. Joint Excess & Surplus Lines Retail/General Agent Co-Chair, 2011 to 2014 ACT Committee Member, 2010 to 2014 Industrywide Real Time Download Campaign Co-Chair, 2007 to 2009 ASCnet Chair, 2010 ASCnet Director, 2008 to 2011 ASCnet Interface Chair, 2006 to 2007 Show less

    • Professional Training and Coaching
    • 1 - 100 Employee
    • Account Manager
      • 1995 - 1996

      Developed worldwide public relations campaigns for Hewlett-Packard's Test and Measurement division out of Loveland, Colorado. Wrote strategic plans, news releases, case studies. Conducted primary and secondary market research. Developed worldwide public relations campaigns for Hewlett-Packard's Test and Measurement division out of Loveland, Colorado. Wrote strategic plans, news releases, case studies. Conducted primary and secondary market research.

Education

  • Northwestern University
    MS, Integrated Marketing Communications
    1996 - 1997
  • George School
    High School
  • Hobart and William Smith Colleges
    BA, Philosophy

Community

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