Experience

MarketScout

• United States
• Insurance
• 1 - 100 Employee

• Production Underwriter

  • Jan 2020 - Present

  Dallas-Fort Worth Metroplex Underwriting and placing affluent market risks utilizing cutting edge tools to accurately provide risk information to carrier partners.

• Account Executive

  • Jan 2018 - Jan 2020

  Dallas-Fort Worth Metroplex Sales and service for insurance agents placing business for their affluent clients and hard to place risks. Underwriting risks to find the appropriate market utilizing cutting edge tools to accurately provide risk information to carrier partners. Answer coverage questions for agents as well as assistance with filing claims.



Cromley & Associates, LLC

• Personal Lines Manager

  • Nov 2009 - Jan 2018

  Sarasota, Florida Area Responsibility of sales of personal lines insurance products. Service of existing clients including renewal processing, cross selling and retention. Assist with agency operations including marketing & training. Acted as a subject matter expert for all appointed carriers. Ensured all agency files were maintained and documented appropriately using agency systems (Applied Rater & QQ Evolution)



Travelers

• United States
• Insurance
• 700 & Above Employee

• Sales Counselor

  • Jun 2016 - Feb 2017

  Dallas/Fort Worth Area Daily responsibility for counseling new customers about appropriate personal lines insurance products. Sales responsibilities including closing quoted polices and suggesting additional products. Extensive phone interaction with customers in a call center environment.



Barrel 87, LLC

• Director of VIP Services & Entertainment

  • Oct 2012 - Mar 2016

  Sarasota, Florida Area Responsible for attending to all VIP guests and creation of VIP marketing promotions in a nightclub setting. Responsible for hiring, delegating, management & coaching of the VIP staff. Coordination and booking of all entertainment for all venues owned by the corporation. Cash handling and reconciliation of accounts at the end of the night. Responsible for building and maintaining all online and social media presence. Marketing and representing the venues in the community, print… Show more Responsible for attending to all VIP guests and creation of VIP marketing promotions in a nightclub setting. Responsible for hiring, delegating, management & coaching of the VIP staff. Coordination and booking of all entertainment for all venues owned by the corporation. Cash handling and reconciliation of accounts at the end of the night. Responsible for building and maintaining all online and social media presence. Marketing and representing the venues in the community, print, radio and television. Planning and producing charity events and community giving programs, Show less



USAA

• United States
• Financial Services
• 700 & Above Employee

• Member Services Specialist II

  • Mar 2007 - Nov 2009

  Tampa/St. Petersburg, Florida Area Daily responsibility for handling inquiries about new and existing auto and property policies and billing from members and commercial contacts. Daily responsibilities included closing quoted polices and suggesting and closing additional products and services. Extensive phone interaction with members and commercial contacts in a call center environment.



Care Resource, Your Community's Source for Healthcare

• Project Specialist

  • Dec 2002 - Sep 2006

  Miami/Fort Lauderdale Area Daily responsibility for coordinating a team of 10+ employees in Dade and Broward counties. Provided counseling services to agency clients. Responsible for lab phlebotomy services. Extensive scheduling responsibilities and coordination of training and group events including fundraising activities. Responsible for providing reporting to upper management as well as funding sources. Represented the organization in the community, print, radio and television.