Experience

Harbor Group Consulting LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director

  • Nov 2016 - Present

  Conducts in-depth insurance evaluations of commercial real estate loan transactions on behalf of a broad range lenders, covering a variety of loan types, for commercial real estate properties, including multifamily properties, self storage facilities, hotels, office buildings, industrial buildings, warehouse and retail properties. Examines certificates, policies and endorsements to determine coverage acceptability. In addition, reviews all contracts and agreements, as well as insurance carrier ratings to ensure compliance with lenders’ requirements.



Fortress Risk Consultants, LLC

• Director

  • Apr 2013 - Nov 2016

  Provided insurance due diligence and review services to the financial services industry. Specifically, assisted lenders in analyzing the risk management programs of their borrowers and making sure the lender’s insurance requirements had been satisfied as respects originating and servicing loans. Worked "hand-in-hand" with due diligence teams to make sure that all necessary insurance coverages were reviewed well in advance of the loan closing date. Thoroughly completed the lender’s files with appropriate certificates, binders, policies, endorsements and supporting documentation. Additionally, provided post-closing services to make sure that all documentation that was issued after the closing date was pursued until received.



McGriff

• United States
• Insurance
• 700 & Above Employee

• Senior Account Manager

  • May 2012 - Apr 2013



Willis

• Senior Client Services Specialist

  • 2010 - 2012

  Responsible for providing insurance solutions and superior service through advanced risk management processes that leverage in-house resources and an industry-leading knowledge base. Work with diverse clients (general contractors, subcontractors, home builders, real estate developers, staffing agencies) operating on a regional and nationwide basis. Plan, facilitate and leverage relationships with leading carriers to ensure clients’ risk management needs are met. Manage the day to day servicing of accounts. Responsible for coordinating the marketing, renewal placement, and policy management for clients.



Allied North America

• Senior Vice President; Marketing

  • Jan 2001 - Nov 2009

  Responsible for regional and national carrier market relations. Leveraged market relationships to acquire new carrier appointments and strengthened existing relationships throughout “hard” and “soft” market conditions. Assisted with new production marketing efforts to include: collection of underwriting information, preparation of submissions and proposals, and negotiation of premiums and coverages. Additionally, managed team of 45 insurance, surety, claim and loss control professionals focusing on strategic insurance and surety solutions coupled with superior service to the office’s growing base of clients. Strengthened the office’s client–driven strategy by recruiting and training professional staff.



Willis

• Account Manager

  • Aug 1997 - Jan 2001

  Responsible for marketing of national construction accounts. Delivered a full range of strategic risk management solutions to leading construction firms to mitigate risk. Assisted with annual casualty and property procurements and project specific builder's risk, professional and pollution placements. Developed and maintained an in-depth knowledge of the marketplace. Responsible for marketing of national construction accounts. Delivered a full range of strategic risk management solutions to leading construction firms to mitigate risk. Assisted with annual casualty and property procurements and project specific builder's risk, professional and pollution placements. Developed and maintained an in-depth knowledge of the marketplace.



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Brokering Executive

  • Mar 1994 - Aug 1997

  Managed the marketing process of construction prospects to include: analysis of risk, preparation of submissions including the development of desired rating plans, negotiation of premiums and coverages with insurance carriers, preparation and presentation of proposals to prospects. Also responsible for technical account maintenance of Fortune 100 construction company, Balfour Beatty Construction. Duties included placement of project specific coverages, analysis of bid specifications and negotiation of renewals.



Marsh McLennan

• United States
• Financial Services
• 700 & Above Employee

• Technical Assistant

  • Sep 1992 - Mar 1994

  National Accounts: Supported brokers and account management team in the administration and servicing of national client accounts. Assisted with the placement of new and renewal property and casualty coverages by managing the submission, proposal and negotiation processes for clients such as the Salvation Army and Post Properties. National Accounts: Supported brokers and account management team in the administration and servicing of national client accounts. Assisted with the placement of new and renewal property and casualty coverages by managing the submission, proposal and negotiation processes for clients such as the Salvation Army and Post Properties.