Partnerships Manager

• Jan 2021 - Present

Director Of Business Development

• Dec 2014 - Jan 2021

Senior Account Relations Manager

• Apr 2005 - Oct 2014

Responsible for retention of existing employer groups with 10-100 lives and management of seven professional Associations nationwide. Managed a book of business worth approximately $700K in a territory spanning Central PA to Manhattan. Worked as one of USI’s foremost experts on healthcare reform in the small and large group markets. Strong industry reputation and solid carrier relationships. Responsible for retention of existing employer groups with 10-100 lives and management of seven professional Associations nationwide. Managed a book of business worth approximately $700K in a territory spanning Central PA to Manhattan. Worked as one of USI’s foremost experts on healthcare reform in the small and large group markets. Strong industry reputation and solid carrier relationships.

Client Liaison

• Jun 2003 - Apr 2005

Primary point of contact for clients who walked into Agent’s office. Responsible for facilitating their transactions and presented solutions for any gaps in coverage they may have had. Contacted current client base to set comprehensive insurance review appointments for the Agent. Conducted life insurance reviews for younger client base and oversaw the Steer Clear safe driver program. Represented the office at tradeshows and expos. Primary point of contact for clients who walked into Agent’s office. Responsible for facilitating their transactions and presented solutions for any gaps in coverage they may have had. Contacted current client base to set comprehensive insurance review appointments for the Agent. Conducted life insurance reviews for younger client base and oversaw the Steer Clear safe driver program. Represented the office at tradeshows and expos.