Marketing Representative at Pathpoint

• Feb 2021 - Present

Client Relationship Manager - NJ & PA

• Jan 2018 - May 2020

RPS is a top 5 managing general agent (MGA) and wholesale insurance broker. Comprised of four segments(MGA, Brokerage, Standard Lines, Programs)specializing in hard-to-place risks. As Client Relations Manager, my duties included: -Use of territorial expertise and expertise of both admitted and E&S offerings to grow new business volume through retail agents in the states of NJ and PA. -Identify current quality RPS/agent relationships and grow existing books of business. Based on their needs, take a focused marketing approach, help them navigate through product offerings that will grow their business. Utilization of PowerPoint and digital marketing was essential. -Ensure that clients can navigate eCommerce products, and integration with corporate systems to support policy management. -Promote, initiate, and assist in any book roll/wholesale consolidation effort. -Engage branch offices within the territory for joint travel with underwriters/brokers (from both binding and brokerage offices)for face-to-face meetings with independent agents. -Connect clients with branch personnel based on needs and streamline a relationship. -Prospect new agencies through prior relationships and use of programs like Agency Pinpoint. -Present updated product offerings to National Independent insurance agency alliances and their members (ex. SIAA, Smart Choice). -Represent RPS as exhibitor at industry trade shows and events in NJ & PA. Show less

Regional Marketing Manager

• Apr 2013 - Jul 2017

 Safehold Special Risk, as a Program Administrator (MGU) offers insurance and risk management solutions for businesses in a variety of industries. As their Regional Marketing Manager, I conducted face to face meetings with retail agents and wholesale brokerage operations through extensive travel in 23 states, with the objective of promoting our program. My responsibility was to market 20 specialty insurance programs.  Gain new business and increase market share, premium volume, and policy count with our existing contracted agents and brokers in the assigned territory.  Prospect insurance agencies in assigned territory and contract with the agency to write P & C insurance through Safehold Special Risk.  Promote and deliver the complete line of SSR products and programs, and identify which will best assist agencies in maintaining and growing their book of business. Coordinate and collaborate with program staff members to ensure new agents receive appropriate orientation on SSR products, software, underwriting, and application requirements in order to facilitate the smooth transition of new business.  Represent SSR as an exhibitor at industry trade shows and conventions Show less

Junior Underwriter

• Feb 2007 - Apr 2013

 (Monoline Workers’ Comp wholesaler) Audit all new business submissions, including requests for all necessary documentation and underwriting criteria.  Proofread, edit, and revise all direct email marketing pieces.  Generate and filter broker reports by specific criteria for a more focused marketing purpose.  Maintenance of broker database containing location and contact information for over 3,000 retail brokers.  Collecting necessary documentation from brokers to maintain compliance standards. This includes processing the execution of brokerage agreements and all the requirements therein. (i.e. property and casualty licensing and Errors and Omissions standards, purchase agreements etc.) Show less