VP, Strategic Accounts - Carriers

• Jun 2022 - Present

Building an ecosystem that allows insurance carriers, distribution partners and end customers to all interact digitally to drastically improve UX, while also creating the efficiencies that business demands tomorrow! Building an ecosystem that allows insurance carriers, distribution partners and end customers to all interact digitally to drastically improve UX, while also creating the efficiencies that business demands tomorrow!

Senior Sales Executive

• Jul 2021 - Jun 2022

Sales leader and needle mover! Sales leader and needle mover!

Sales Director

• Sep 2020 - Jul 2021

Commercial Trucking Vertical Director

• Oct 2019 - Sep 2020

Sales Manager

• Feb 2018 - Oct 2019

Commercial Auto, for hire trucking, division leading a growing and dynamic team of 7 crushing new revenue numbers per month... Viva La CoverWallet!!

Insurance Executive

• Sep 2016 - Feb 2018

Commercial P&C Insurance Broker Created a craft beverage risk management program, within NYS. Partnering with the NYSBA helping spread the culture of safety to help industry growth and sustainability! Created a non-emergency medical transportation risk management program, within NYS. Partnering with some of the regions industry leaders helping promote the right culture and safety to assist proper growth, during its infancy stage! Commercial P&C Insurance Broker Created a craft beverage risk management program, within NYS. Partnering with the NYSBA helping spread the culture of safety to help industry growth and sustainability! Created a non-emergency medical transportation risk management program, within NYS. Partnering with some of the regions industry leaders helping promote the right culture and safety to assist proper growth, during its infancy stage!

Finance Manager

• Mar 2016 - Sep 2016

Finance and Insurance professional who works hand in hand with clients during the purchasing or leasing process (Consumer Indirect Lending, Underwriting & Compliance). Primary responsibilities consist of but not exclusive to increasing dealership profit margins while ensuring accurate and timely contractual agreements between vendors, customers and our dealership. Partnering with each and every sales representative, from each store, is crucial when managing the day to day business flow and… Show more Finance and Insurance professional who works hand in hand with clients during the purchasing or leasing process (Consumer Indirect Lending, Underwriting & Compliance). Primary responsibilities consist of but not exclusive to increasing dealership profit margins while ensuring accurate and timely contractual agreements between vendors, customers and our dealership. Partnering with each and every sales representative, from each store, is crucial when managing the day to day business flow and ensuring accurate asset protection. Last but certainly not least is the pure customer satisfaction of each and every person that I have the pleasure of working with on a day to day basis! Show less Finance and Insurance professional who works hand in hand with clients during the purchasing or leasing process (Consumer Indirect Lending, Underwriting & Compliance). Primary responsibilities consist of but not exclusive to increasing dealership profit margins while ensuring accurate and timely contractual agreements between vendors, customers and our dealership. Partnering with each and every sales representative, from each store, is crucial when managing the day to day business flow and… Show more Finance and Insurance professional who works hand in hand with clients during the purchasing or leasing process (Consumer Indirect Lending, Underwriting & Compliance). Primary responsibilities consist of but not exclusive to increasing dealership profit margins while ensuring accurate and timely contractual agreements between vendors, customers and our dealership. Partnering with each and every sales representative, from each store, is crucial when managing the day to day business flow and ensuring accurate asset protection. Last but certainly not least is the pure customer satisfaction of each and every person that I have the pleasure of working with on a day to day basis! Show less

Business Manager

• Jul 2014 - Mar 2016

Finance and Insurance professional who works hand in hand with clients during the purchasing or leasing process (Consumer Indirect Lending, Underwriting & Compliance). Primary responsibilities consist of but not exclusive to increasing dealership profit margins while ensuring accurate and timely contractual agreements between vendors, customers and our dealership. Partnering with each and every sales representative, from each store, is crucial when managing the day to day business flow and… Show more Finance and Insurance professional who works hand in hand with clients during the purchasing or leasing process (Consumer Indirect Lending, Underwriting & Compliance). Primary responsibilities consist of but not exclusive to increasing dealership profit margins while ensuring accurate and timely contractual agreements between vendors, customers and our dealership. Partnering with each and every sales representative, from each store, is crucial when managing the day to day business flow and ensuring accurate asset protection. Last but certainly not least is the pure customer satisfaction of each and every person that I have the pleasure of working with on a day to day basis! Show less Finance and Insurance professional who works hand in hand with clients during the purchasing or leasing process (Consumer Indirect Lending, Underwriting & Compliance). Primary responsibilities consist of but not exclusive to increasing dealership profit margins while ensuring accurate and timely contractual agreements between vendors, customers and our dealership. Partnering with each and every sales representative, from each store, is crucial when managing the day to day business flow and… Show more Finance and Insurance professional who works hand in hand with clients during the purchasing or leasing process (Consumer Indirect Lending, Underwriting & Compliance). Primary responsibilities consist of but not exclusive to increasing dealership profit margins while ensuring accurate and timely contractual agreements between vendors, customers and our dealership. Partnering with each and every sales representative, from each store, is crucial when managing the day to day business flow and ensuring accurate asset protection. Last but certainly not least is the pure customer satisfaction of each and every person that I have the pleasure of working with on a day to day basis! Show less

Insurance Executive

• Dec 2008 - May 2014

The general purpose of my job is to successfully meet corporate revenue sales quotas by selling multiple lines of property and casualty insurance to new and existing Paychex clients (Competitive Sales, Underwriting and Compliance). My typical duties in my job include: 1. Generate sales revenue to meet or exceed sales quotas through effective telesales methods 2. Cultivate and develop a business/sales referral network through other sales divisions within Paychex Inc. 3… Show more The general purpose of my job is to successfully meet corporate revenue sales quotas by selling multiple lines of property and casualty insurance to new and existing Paychex clients (Competitive Sales, Underwriting and Compliance). My typical duties in my job include: 1. Generate sales revenue to meet or exceed sales quotas through effective telesales methods 2. Cultivate and develop a business/sales referral network through other sales divisions within Paychex Inc. 3. Perform insurance needs analysis for prospects and clients as well as develop a business proposal to secure coverage with markets available 4. Work with insurance carrier underwriters to develop business relationships to write profitable business proposals to secure coverage with markets available. 5. Perform underwriting of business risks to build a business case in accordance with insurance carrier guidelines 6. Write up and process sales contracts in a professional manner and in accordance with PIA operations guidelines 7. Project a positive and professional image representing the agency to carrier partners, perspective and new and existing clients, as well as employees of Paychex 8. Demonstrate technical insurance knowledge, demonstrate insurance carrier appetite knowledge and market knowledge by superior job performance 9. Other duties assigned by management

Agency Specialist III

• Dec 2006 - Dec 2008

• Participated in a team oriented environment, within the Operations side of house, alongside a motivated sales team • Processed and maintained Major Market Service client’s Workers’ Compensation policies, with large premium collections, on a pay as you go basis • Balanced a total manual premium collection process, with an all access client human resource computer program, Preview • Facilitated strong customer service skills on a day to day basis, while communicating through… Show more • Participated in a team oriented environment, within the Operations side of house, alongside a motivated sales team • Processed and maintained Major Market Service client’s Workers’ Compensation policies, with large premium collections, on a pay as you go basis • Balanced a total manual premium collection process, with an all access client human resource computer program, Preview • Facilitated strong customer service skills on a day to day basis, while communicating through telephone, email and fax • Responsible for static email inbox and Quality Assurance of teams work on a daily basis

HR Recruiting Intern

• Aug 2006 - Dec 2006

Joined a motivated professional recruiting team, at the headquarters, of a Fortune 500 company • Conducted Phone Screens, Reference Checks and Informational Interviews, over the phone, with potential candidates for various positions available, within the Rochester area • Liaison with target candidates and department recruiters, while using Access database (VirtualEdge) • Organized, composed and formatted company training presentations and informational brochures posted within… Show more Joined a motivated professional recruiting team, at the headquarters, of a Fortune 500 company • Conducted Phone Screens, Reference Checks and Informational Interviews, over the phone, with potential candidates for various positions available, within the Rochester area • Liaison with target candidates and department recruiters, while using Access database (VirtualEdge) • Organized, composed and formatted company training presentations and informational brochures posted within the companies intranet system Show less Joined a motivated professional recruiting team, at the headquarters, of a Fortune 500 company • Conducted Phone Screens, Reference Checks and Informational Interviews, over the phone, with potential candidates for various positions available, within the Rochester area • Liaison with target candidates and department recruiters, while using Access database (VirtualEdge) • Organized, composed and formatted company training presentations and informational brochures posted within… Show more Joined a motivated professional recruiting team, at the headquarters, of a Fortune 500 company • Conducted Phone Screens, Reference Checks and Informational Interviews, over the phone, with potential candidates for various positions available, within the Rochester area • Liaison with target candidates and department recruiters, while using Access database (VirtualEdge) • Organized, composed and formatted company training presentations and informational brochures posted within the companies intranet system Show less

Marketing & PR Intern

• Jun 2006 - Aug 2006

• Assisted in managing a proactive PR office, working on travel/leisure and consumer accounts • Formulated press releases and fact sheets for clients of the National Tourism Organizations of Andorra, Ecuador, Serbia and BeefEater Barbeques (Australia) • Collected research for client activities consisting of Tour Operator learning and Press Trips • Sold in competitions to consumer medias with 14 overall publications nationwide and prize packages totaling $1120, per competition… Show more • Assisted in managing a proactive PR office, working on travel/leisure and consumer accounts • Formulated press releases and fact sheets for clients of the National Tourism Organizations of Andorra, Ecuador, Serbia and BeefEater Barbeques (Australia) • Collected research for client activities consisting of Tour Operator learning and Press Trips • Sold in competitions to consumer medias with 14 overall publications nationwide and prize packages totaling $1120, per competition • Liaison with travel trade targets across the U.K representing our clients’ governments Show less • Assisted in managing a proactive PR office, working on travel/leisure and consumer accounts • Formulated press releases and fact sheets for clients of the National Tourism Organizations of Andorra, Ecuador, Serbia and BeefEater Barbeques (Australia) • Collected research for client activities consisting of Tour Operator learning and Press Trips • Sold in competitions to consumer medias with 14 overall publications nationwide and prize packages totaling $1120, per competition… Show more • Assisted in managing a proactive PR office, working on travel/leisure and consumer accounts • Formulated press releases and fact sheets for clients of the National Tourism Organizations of Andorra, Ecuador, Serbia and BeefEater Barbeques (Australia) • Collected research for client activities consisting of Tour Operator learning and Press Trips • Sold in competitions to consumer medias with 14 overall publications nationwide and prize packages totaling $1120, per competition • Liaison with travel trade targets across the U.K representing our clients’ governments Show less