Commercial Insurance Solutions Advocate

• Jun 2022 - Present

Develop and maintain relationships with agency partners and carriers. Qualify new business submissions and quote online or work directly with the carrier underwriters. Proactively work with carriers and agents to receive all information that is needed to quote and bind renewal accounts. Identify any new business and cross-selling opportunities that exist with agency partners Advise and assist agents with any questions or concerns regarding coverage, appetite, billing and general questions they may have. Collaborate with team members to help implement processes and improvements that continue to better the insurance team. Meet and exceed all service standards. Maintain knowledge for all subject matter on carrier appetites, products, coverages & contracts

Senior Account Executive

• Nov 2013 - Jun 2022

Manage and service a 20 million dollar book of renewal business while maintaining high levels of customer service with a 98% retention. Communicate effectively with agents regarding any renewal coverage, cross-selling, and difficult situations(e.g. non-renewals, rate increases, billing issues} Entering and processing mid-term policy endorsements and quotes Manage and service a 20 million dollar book of renewal business while maintaining high levels of customer service with a 98% retention. Communicate effectively with agents regarding any renewal coverage, cross-selling, and difficult situations(e.g. non-renewals, rate increases, billing issues} Entering and processing mid-term policy endorsements and quotes

Chapter Liaison

• May 2008 - Oct 2013

Liaison and primary contact for over 150 project management chapters nationwide. Worked with marketing, sales, registration and scheduling personnel to deliver impeccable customer service to the students of Mr. Lambert, the 2009 recipient of the prestigious PMI® Fellow Award and one of the Founders of the PMP® Liaison and primary contact for over 150 project management chapters nationwide. Worked with marketing, sales, registration and scheduling personnel to deliver impeccable customer service to the students of Mr. Lambert, the 2009 recipient of the prestigious PMI® Fellow Award and one of the Founders of the PMP®

Account Executive

• Oct 2003 - 2008