Experience

Evergreen Surety

• United States
• Financial Services
• 1 - 100 Employee

• Bond Manager

  • Aug 2023 - Present



Gallagher

• United States
• Insurance
• 700 & Above Employee

• Surety Account Manager

  • Nov 2021 - Aug 2023



AssuredPartners

• United States
• Insurance
• 700 & Above Employee

• Account Executive

  • May 2021 - Jan 2022



CORNERSTONE KANSAS CITY

• United States
• Insurance
• 1 - 100 Employee

• Surety Account Executive

  • 2019 - May 2021



Lockton

• United States
• Insurance
• 700 & Above Employee

• Surety Specialist (Account Manager)

  • Jul 2014 - 2019

  ● Manages agencies entire surety book of business from request to issuance and renewal. ● Provides surety company applications, financials, issues bonds, invoices, renews, upload into electronic bond systems. ● Responsible for marketing and finalizing client bond programs, obtaining financials, indemnity agreements, applications, and any additional underwriting needed to complete. ● Manages surety appointments and negotiates surety rates and… Show more ● Manages agencies entire surety book of business from request to issuance and renewal. ● Provides surety company applications, financials, issues bonds, invoices, renews, upload into electronic bond systems. ● Responsible for marketing and finalizing client bond programs, obtaining financials, indemnity agreements, applications, and any additional underwriting needed to complete. ● Manages surety appointments and negotiates surety rates and commissions. ● Provide professional and tactful negotiation and persuasion skills to achieve customer satisfaction. ● Arrange new business programs from start to finish and provide detailed explanation to the client. ● Meet with clients and underwriters to maintain customer satisfaction and professional relationships ● Responsible for issuance and delivery of time sensitive bonds.

• Reception Services

  • Sep 2012 - Jul 2014

  Provide customer service to multiple callers needing assistance. Operate a switchboard in a high volume call capacity. Help associates set meetings, inviting attendees and organizing multiple conference rooms schedules. The ability to multi-task while remaining organized in many duties. Greet visitors coming to the building and directing them to where they need to go.