Experience

Heffernan Insurance Brokers

• United States
• Insurance
• 400 - 500 Employee

• Commercial Lines Manager - Southern California

  • Feb 2021 - Present

• Account Manager/ Commercial Lines Team Lead

  • Sep 2007 - Jan 2023

  Orange County, California Area Handling Middle Market P&C Accounts specializing in large real estate portfolios. Marketing of renewals, including negotiate terms, conditions, coverages and pricing, premium/coverage comparisons, policy changes, invoicing, facilitate premium financing, coverage questions, claim reporting and claim questions, day to day handling of all aspects insurance.



Milestone Risk Management

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • 2002 - 2007

  Irvine, CA Handling Middle Market P&C Accounts. Marketing of renewals, including negotiate terms, conditions, coverages and pricing, premium/coverage comparisons, policy changes, invoicing, facilitate premium financing, coverage questions, claim reporting and claim questions, day to day handling of all aspects insurance.



Douglas Insurance

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • 1997 - 2002

  Santa Ana, CA