Experience

Panorama Insurance Associates

• United States
• Insurance
• 1 - 100 Employee

• Executive Commercial Account Manager

  • Mar 2019 - Present

  Providing creative insurance solutions to help clients protect financial assets and mitigate commercial property and liability uninsured exposures. Professionally and positively working with Advisors/Client Executives and Company Underwriter to service client accounts. Specializing in verbal, electronic and annual comparative reviews for high net worth clients. Successfully working on renewal and marketing process, and preparing materials for presentations and communications, in collaboration with owner and brokers of the firm. Working closely throughout my tenor developing positive long term experiences and close relationships with clients and carrier contacts for maximum efficiently. Show less



HUB International

• United States
• Insurance
• 700 & Above Employee

• Commercial Line Account Manager

  • Mar 2017 - Mar 2019

  HUB International Limited is an insurance brokerage providing an array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services across North America. HUB has more than 375 offices across the United States and Canada and more than 10,000 employees. It is based in Chicago, Illinois. HUB International Limited is an insurance brokerage providing an array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services across North America. HUB has more than 375 offices across the United States and Canada and more than 10,000 employees. It is based in Chicago, Illinois.



InterWest Insurance Services

• United States
• Insurance
• 200 - 300 Employee

• Senior Account Manager

  • May 2016 - Mar 2017

  Manage and service large Construction and Agriculture accounts for new and renewal business. Responsible for maintaining, renewing and growing a $800,000 revenue book of business. Produced comprehensive proposals and reports for clients mid- year and renewal reviews Manage and service large Construction and Agriculture accounts for new and renewal business. Responsible for maintaining, renewing and growing a $800,000 revenue book of business. Produced comprehensive proposals and reports for clients mid- year and renewal reviews



Relation Insurance (Formerly Pan American)

• United States
• Insurance
• 1 - 100 Employee

• Commercial Account Executive

  • Jan 2014 - May 2016

  I was acknowledged for having strong customer service, sales, marketing and underwriting ability. Created accurate proposals for new and renewing accounts resulting in efficiency and increased sales. Worked simultaneously with multiple producers to develop and retain renewals for General Contractors, Artisan Contractors, Home Health, Real Estate Property Owners, Large Trucking accounts, Winery’s and Agriculture clients. Marketed and provided customer service to Vice President of sales specializing in Home Health Care clients requiring Professional Liability, Employers Liability and Employment Practice Liability. Show less



California Meridian Insurance Services, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Commercial Account Executivefor Vice President of Agency

  • Aug 2012 - Jan 2014

  Provided rates, quotes, binding, and policy issuance for contract carriers, while servicing insurance renewals for program with 200 members from the California Contractor’s Association and soliciting new business for the Company. Issued accurate binders, ID Cards, certificates, invoicing, premium financing, and checking and processing policies; directly negotiated additional coverage and competitive pricing with underwriters. Resolved issues relating to client billings, including processing endorsements and reporting claims Show less



ProWest Insurance Services Inc.

• United States
• Insurance

• Commercial Insurance Broker

  • Mar 2012 - Aug 2012

  Quoted new and renewal business submissions for Apartments, Vacant Building’s, Manufacturers, Distributors, and Restaurants; underwrote Builder’s Risk and Course of Construction applications Assisted Brokerage division on residential and commercial contractors; individually managed the Earthquake and Flood program. Quoted new and renewal business submissions for Apartments, Vacant Building’s, Manufacturers, Distributors, and Restaurants; underwrote Builder’s Risk and Course of Construction applications Assisted Brokerage division on residential and commercial contractors; individually managed the Earthquake and Flood program.



R E Chaix Insurance

• Irvine, California

• Broker

  • Nov 2004 - Mar 2012

  Underwriter for the following companies: AIG, Western Heritage, Colony, Topa, Apex, Vella, Gemini,Markel, Maxum, Catlin, USLI Chartis, Travelers, Zurich Insurance Companies, and California State Compensation Insurance Fund; applied underwriting requirements, policy forms, coverage, and accounting procedures.Formulated accurate binders, endorsements, invoices, and summaries of insurance, and followed-up on binding renewal accounts, ensuring no lapse in customer coverage. Cross-sold new coverage including tenant discrimination, umbrella, and employment practice liability. Serviced 110 retail clients from San Diego to Sacramento with written premium of $3.7M/$5M, resulting in less than 13% loss ratio and 95% annual renewal retention. Maintained new business monthly production goal of $100K in written premium. Show less