Insurance Strategist

• Oct 2021 - Present

Develop and execute strategies to assist clients with solutions for their insurance programs. Focus industries are Real Estate and Construction, Develop and execute strategies to assist clients with solutions for their insurance programs. Focus industries are Real Estate and Construction,

Title Agent

• Oct 2019 - Oct 2021

• Coordinate and execute the closings of residential real estate transactions • Network directly with Real Estate Agents, Real Estate Homebuyers and Sellers, Real Estate Attorneys, Mortgage Brokers and Lenders • Address and resolve any issues to ensure transactions are conducted accurately and timely • Coordinate and execute the closings of residential real estate transactions • Network directly with Real Estate Agents, Real Estate Homebuyers and Sellers, Real Estate Attorneys, Mortgage Brokers and Lenders • Address and resolve any issues to ensure transactions are conducted accurately and timely

Underwriter-Excess/Umbrella Casualty

• Aug 2016 - May 2018

• Managed a book of business of $5M+ in annual premiums consisting of 60 policies • Developed and sustained relationships with brokers to grow and retain profitable business • Effectively analyzed risks to determine appropriate pricing, limits and coverage • Worked in concert with package underwriters and other product lines to develop new business opportunities and provide solutions to improve our brokers experience • Managed a book of business of $5M+ in annual premiums consisting of 60 policies • Developed and sustained relationships with brokers to grow and retain profitable business • Effectively analyzed risks to determine appropriate pricing, limits and coverage • Worked in concert with package underwriters and other product lines to develop new business opportunities and provide solutions to improve our brokers experience

• Dec 2011 - Jan 2015

• Managed and quarterbacked insurance policy portfolios for Contractors, Engineers, Commercial Real Estate Developers and Managers • Coordinated and customized insurance programs for clients domestic and international projects • Provided insurance coverage solutions, pricing and marketplace guidance for clients to enhance their business project portfolio

• May 2007 - Dec 2011

• Communicated daily with clients to coordinate and provide business solutions and services • Coordinated renewal process with domestic and international clients, brokers and insurance carriers • Clients industries: Pharmaceutical, Not for Profit, Information Technology, Sports Organizations, Manufacturers

Excess & Surplus Lines Broker

• Jan 2004 - Jan 2007

• Developed new relationships with insurance brokers, agents and insurance carriers to generate new business opportunities • Prepared and presented underwriting submissions to carriers including analysis of exposure and risk issues • Specialized in Property and Casualty handling accounts ranging in size from small business to Fortune 500 • Developed new relationships with insurance brokers, agents and insurance carriers to generate new business opportunities • Prepared and presented underwriting submissions to carriers including analysis of exposure and risk issues • Specialized in Property and Casualty handling accounts ranging in size from small business to Fortune 500

Client Representative - Risk Management

• Sep 2001 - Dec 2003

• Established and maintained relationships with clients management through day to day servicing and communication • Performed and prepared various analyses of clients international and domestic exposures, claims and financial data in house and presented • Possessed knowledge of clients risk issues and applied solutions • Established and maintained relationships with clients management through day to day servicing and communication • Performed and prepared various analyses of clients international and domestic exposures, claims and financial data in house and presented • Possessed knowledge of clients risk issues and applied solutions