LTM, 175 

Licensed New York State Insurance Broker

SUMMARY: Resourceful, professional & dependable Charted Property and Casualty Underwriter with strong risk placement, client service and interpersonal skills with clients, management and associates.

IT SKILLS:  Internet savvy, considerable use of client, carrier & rating bureau portals, proficient in Word, Excel and PowerPoint. Utilization of Sagitta and AMS 360 client data management systems, Imageright filing system.

EDUCATION:             B.A. in Psychology, 1999 

ACCREDITATIONS:   CHARTERED PROPERTY & CASUALTY UNDERWRITER,  2014

                                 ARM RISK MANAGEMENT CERTIFICATION, 2010

Risk Management Consultant:  Advocate for a book of real estate owners, managers/developers, supermarket chain, mezzanine lender and those who service them, including building maintenance contractors, landscapers.

• Draft/modify insurance requirements for various types of contracts: leases, access agreements, management agreements, loan agreements, contractor agreements, vendor agreements and HOA by-laws.
• Plan, coordinate and implement insurance for property developments with costs in the hundreds of millions.
• Coordinate property/casualty broker
• Organize/supervise the marketing of TPA services/forecast losses for self-insured retention purposes.
• Expose exclusions and limitations in insurance policies even when not labeled explicitly as Cross reference coverages provided by different carriers/brokers to different insureds by line of business/class of  business to guarantee best results 

Account Executive: Develop and implement insurance programs for clients that pay annual premiums between $50,000 and $15,000,000. Clients serviced are typical of business operating throughout the United States including reverse foreign clients.  Very experienced supporting multi-billion real-estate developer, international apparel manufacturer with retail chain, national marine towing, diving, salvage, & environmental remediation conglomerate with international elements and significant land-based operations, huge general contractor, national employee leasing,  commercial real estate lender/mortgage, NYS bridge painting contractor, construction, real-estate, artisans, manufacturing, restaurant chain, transportation and wholesalers/distribution.

• Determine client’s market compatibility and pricing.
• Correspond and visit with clients and carriers to conduct business and manage relationships.
• Manage daily client services including expediting requests, binders, schedules, certificates, billing, etc.
• Personally check and process new lines, renewals, and endorsements before they are presented to clients.
• Guide clients through claim process settlements. Collect premiums.

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