Founding Partner

• Jan 2021 - Present

Koru Risk Management believes in tailoring insurance solutions to meet the specific needs of our clients. We take time to understand our client’s operations in order to develop the appropriate insurance solution that aligns with their business objectives. In doing so, we are best prepared to approach the precise insurance market that specializes in providing coverage to our clients' respective industry. This consultative approach promotes transparency in partnership with our clients and… Show more Koru Risk Management believes in tailoring insurance solutions to meet the specific needs of our clients. We take time to understand our client’s operations in order to develop the appropriate insurance solution that aligns with their business objectives. In doing so, we are best prepared to approach the precise insurance market that specializes in providing coverage to our clients' respective industry. This consultative approach promotes transparency in partnership with our clients and providers resulting in an efficient, cost-effective insurance program. Show less Koru Risk Management believes in tailoring insurance solutions to meet the specific needs of our clients. We take time to understand our client’s operations in order to develop the appropriate insurance solution that aligns with their business objectives. In doing so, we are best prepared to approach the precise insurance market that specializes in providing coverage to our clients' respective industry. This consultative approach promotes transparency in partnership with our clients and… Show more Koru Risk Management believes in tailoring insurance solutions to meet the specific needs of our clients. We take time to understand our client’s operations in order to develop the appropriate insurance solution that aligns with their business objectives. In doing so, we are best prepared to approach the precise insurance market that specializes in providing coverage to our clients' respective industry. This consultative approach promotes transparency in partnership with our clients and providers resulting in an efficient, cost-effective insurance program. Show less

VP, Property & Casualty

• Aug 2020 - Jan 2021

Vice President

• Jul 2012 - Jan 2020

Account Executive

• Mar 2010 - Mar 2012

Generated new business by prospecting, gathering data, creating solutions, and presenting proposals. Attended meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Called on policyholders to deliver and explain policy terms and conditions as well as analyze insurance program and suggest additions or changes. Contacted underwriter and submitted forms to obtain binder coverage… Show more Generated new business by prospecting, gathering data, creating solutions, and presenting proposals. Attended meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Called on policyholders to deliver and explain policy terms and conditions as well as analyze insurance program and suggest additions or changes. Contacted underwriter and submitted forms to obtain binder coverage. Customized insurance programs to suit individual customers, often covering a variety of risks. Developed marketing strategies to compete with other agencies. Ensure that policy requirements are fulfilled, including the completion of appropriate forms. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans. Show less Generated new business by prospecting, gathering data, creating solutions, and presenting proposals. Attended meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Called on policyholders to deliver and explain policy terms and conditions as well as analyze insurance program and suggest additions or changes. Contacted underwriter and submitted forms to obtain binder coverage… Show more Generated new business by prospecting, gathering data, creating solutions, and presenting proposals. Attended meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Called on policyholders to deliver and explain policy terms and conditions as well as analyze insurance program and suggest additions or changes. Contacted underwriter and submitted forms to obtain binder coverage. Customized insurance programs to suit individual customers, often covering a variety of risks. Developed marketing strategies to compete with other agencies. Ensure that policy requirements are fulfilled, including the completion of appropriate forms. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans. Show less

Sales, Clerical, Accounting

• Jun 2009 - Feb 2010

Developed fundamental understanding of insurance industry concepts and sales techniques. Contacted policyholders to solidify renewal due to upcoming expiration. Input policy payments into the company accounting system and ensured daily balance compliance. Developed fundamental understanding of insurance industry concepts and sales techniques. Contacted policyholders to solidify renewal due to upcoming expiration. Input policy payments into the company accounting system and ensured daily balance compliance.

Plant Manager

• May 2005 - Mar 2009

Directly supervised all employees (40 during Fall and Winter; 60 during Spring and Summer) and was responsible for completing performance reviews, training, hiring, and implementing disciplinary functions. Collaborated with specific department leaders to create and implement company objectives, plans and strategies. Worked with corporate management to determine varying successes and concerns within our region of San Diego County. Established new accounts and maintained existing… Show more Directly supervised all employees (40 during Fall and Winter; 60 during Spring and Summer) and was responsible for completing performance reviews, training, hiring, and implementing disciplinary functions. Collaborated with specific department leaders to create and implement company objectives, plans and strategies. Worked with corporate management to determine varying successes and concerns within our region of San Diego County. Established new accounts and maintained existing client relationships by providing valuable customer service. Oversaw and implemented company seasonal growth and contraction procedures for our location. Created monthly reports detailing product inventory, monthly sales trends and financial analysis.

Distribution Manager

• Jun 2003 - May 2005

Managed a staff of fifteen drivers and their specific routes throughout San Diego County. Managed the production staff and the loading crew to ensure the timely delivery of our product. Constantly visited and communicated with customers to ensure service was respectable. Customer service was the top priority and is the reason Mountain Water Ice was the most reputable ice distribution company in all regions of California. Developed a firm managerial foundation of handling multiple… Show more Managed a staff of fifteen drivers and their specific routes throughout San Diego County. Managed the production staff and the loading crew to ensure the timely delivery of our product. Constantly visited and communicated with customers to ensure service was respectable. Customer service was the top priority and is the reason Mountain Water Ice was the most reputable ice distribution company in all regions of California. Developed a firm managerial foundation of handling multiple employees and providing motivation to all to meet and exceed expectations.