Experience

Connected Risk Solutions

• United States
• Insurance
• 1 - 100 Employee

• Account Manager, Specialty

  • Jun 2023 - Present



Gateway Specialty Insurance

• United States
• Insurance
• 1 - 100 Employee

• Assistant Vice President

  • Jan 2019 - Present

• Assistant Vice President, College Help Team Leader, Renewal Account Manager

  • May 2021 - Feb 2023

• Account Manager - Renewal

  • Aug 2019 - Feb 2023

  Wayne, Pa Receive new business and/or renewal applications for insurance from independent agent customers Analyze, submit, and process renewal business in accordance with company objectives and our markets’ guidelines in order to achieve my renewal retention goal Submitting risk to market and defining overall requirements per our customer’s needs Act as a liaison between the company underwriters and the independent agent customers to negotiate favorable insurance… Show more Receive new business and/or renewal applications for insurance from independent agent customers Analyze, submit, and process renewal business in accordance with company objectives and our markets’ guidelines in order to achieve my renewal retention goal Submitting risk to market and defining overall requirements per our customer’s needs Act as a liaison between the company underwriters and the independent agent customers to negotiate favorable insurance proposals Studying various insurance proposals to determine viability for selling to independent agency customer Discussing the features and benefits of each proposal with customers and ultimately asking for the sale Building policy comparisons and other selling techniques to sell against competing proposals Create and maintain positive relationships with customers and my markets Responsible for managing & growing a book of new and renewal business Responsible for servicing policies and issuing endorsements Responsible for interviewing, coaching, and training new college interns Liaison with accounting, clerical, and compliance team to delegate, track, and coordinate various surplus lines documents as well as any corrective data entry needed to maintain database integrity

• Associate Renewal Account Manager

  • Aug 2015 - Aug 2019

  Wayne, Pennsylvania Receive new business and/or renewal applications for insurance from independent agent customers. Responsible for reviewing and qualifying the risks and exposures specific to management liability and professional liability. Submitting risk to market and defining overall requirements per our customer’s needs. Act as a liaison between the company underwriters and the independent agent customers to negotiate favorable insurance proposals. Studying various insurance… Show more Receive new business and/or renewal applications for insurance from independent agent customers. Responsible for reviewing and qualifying the risks and exposures specific to management liability and professional liability. Submitting risk to market and defining overall requirements per our customer’s needs. Act as a liaison between the company underwriters and the independent agent customers to negotiate favorable insurance proposals. Studying various insurance proposals to determine viability for selling to independent agency customer. Discussing the features and benefits of each proposal with customers and ultimately asking for the sale. Building policy comparisons and other selling techniques to sell against competing proposals. Build and maintain constructive business relationships with independent agent customers over the phone. Travel is very minimal. Build and maintain constructive business relationships with Market’s underwriters. Minimal after-hours events to be attended and in-house time spent with underwriters working together on risks. Responsible for managing & growing a book of new and renewal business Responsible for servicing policies and issuing endorsements Liaison with accounting, clerical, and compliance team to delegate, track, and coordinate various surplus lines documents as well as any corrective data entry needed to maintain database integrity.

• Customer Service Associate

  • Mar 2015 - Aug 2015

  Wayne, Pa Data entry and creation of insurance proposals for delivery to customers Processing and delivery of insurance binders and invoices to customers and subsequent prior-to-binding items. Assisting account managers with the sales process, involving customer and underwriter interaction both verbal and written communication, working with sales and marketing team on various projects, as well as reporting on results. Policy issuance and adhering to our 30 day policy issuance… Show more Data entry and creation of insurance proposals for delivery to customers Processing and delivery of insurance binders and invoices to customers and subsequent prior-to-binding items. Assisting account managers with the sales process, involving customer and underwriter interaction both verbal and written communication, working with sales and marketing team on various projects, as well as reporting on results. Policy issuance and adhering to our 30 day policy issuance service promise to customers . Assisting in the processing and servicing of issued policies in combination with account managers to obtain and process endorsements, cancellations, and other administrative tasks. Liaison with accounting, clerical, and compliance team to delegate, track, and coordinate various surplus lines documents as well as any corrective data entry needed to maintain database integrity. Sole responsibility for our customer contract process and maintaining proper records Other tasks, projects, and presentations required by leadership



USLI

• United States
• Insurance
• 700 & Above Employee

• Policy Issuance

  • Mar 2014 - Mar 2015

  Wayne, Pa Provide support for the Underwriting and Underwriting Assistant teams. Demonstrate excellent service by issuing policies and handling customer correspondence and endorsement requests. Perform at a level to meet the established service promises and company standards.



Fire Birds Wood Fired Grill

• Marketing Director / Server

  • May 2013 - Jul 2014

  Collegeville, PA Greet and accommodate guests in a professional and friendly manner Efficiently communicated with both guests and management. Effectively describe and sell items from the menu. Visit and communicate with local companies to bring in more business. Increase guest satisfaction by making sure their needs are being met.