Experience

Harbour Insurance, LLC

• United States
• Insurance
• 1 - 100 Employee

• Vice President

  • Jun 2010 - Present

  I have been in the insurance industry for over 17 years starting as a claims adjuster in life & health and then working my way into the property and casualty field. I worked for a one of the largest private insurance companies at their home office in Portland, Maine as a claims handler for life insurance and later moved into health insurance with the same company. I then moved to the Philadelphia area where I worked for an independent agency on the property and casualty side for several years. I continued with Property & Casualty when my family and I made our final move to Naples over seven years ago. While in Naples I worked for one of the largest independent insurance agencies in the US which provided me with the resources to hone my insurance knowledge and skills. I am both P&C and Life & Health licensed through the state of Florida and holds several non-resident licenses in other states. I am in the process of obtaining my CIC, Certified Insurance Counselor, designation. I am also active with the Insurance Professionals of Collier County, and work a lot with the community through the organization. Show less



Brown & Brown Insurance

• United States
• Insurance
• 700 & Above Employee

• Personal Lines Leader/Account Manager

  • Jun 2009 - Jun 2010

  *Set goals for the personal lines department with regards to projected revenue, projected operating profit, new business, client retention, and company commitments. *Confer with other departmental managers to develop methods and procedures to increase sales, lower costs and obtain greater efficiencies in the personal lines department. *Interpret, implement and enforce company policies and procedures. *Supervise and monitor the distribution, workflow and procedures of the personal lines department. *Handle all personal lines departmental staffing issues, including hiring, training, performance evaluations, terminations, and disciplinary actions and coordinating vacation time. *Service and maintain the relationship with VIP clients. *Ensure that the actions of the personal lines department protect the agency from claims of liability for errors or omissions and that all tasks of the personal lines department are professionally performed. *Perform internal quality control audits of client files in accordance with the quality control program. Show less



Lutgert Insurance

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Jun 2007 - Jun 2009



Brown & Brown Insurance

• United States
• Insurance
• 700 & Above Employee

• Account Manager

  • Oct 2005 - Jun 2007



Sidney Sacks Agency

• Norristown, PA

• Commerical Account Manager

  • Jan 2002 - Oct 2005