WEW-120

Summary: Dynamic and accomplished insurance professional with extensive experience in commercial lines account management and insurance brokerage marketing. Expertise in managing wholesale and retail renewal books encompassing diverse lines along with MGA underwriting. Demonstrated ability in conducting meticulous underwriting and quoting processes, ensuring comprehensive proposal presentations and thorough coverage explanations. Adept at spearheading marketing initiatives and negotiating with brokers and toptier carriers. Renowned for leading teams with strategic insights in operational efficiency, workflow management, and desk organization. Skilled in developing and executing strategies in premium negotiation, fostering carrier relationships and securing favorable terms that benefit clients and the company. 

Assistant Vice President 

Manage a wholesale renewal book with diverse lines (CPL, PLL, GL, E&O, WC, Auto, Umbrella) valuing over $50M in premium. Conduct underwriting and quoting for various accounts, ensuring thorough proposal presentations and comprehensive coverage explanations. Lead a team, ensuring accuracy, workflow, and desk management for optimal operational efficiency.

• Attained an exceptional 96% retention rate, surpassing yearly targets and reinforcing client loyalty.
• Increased client portfolio retention by offering custom-tailored insurance solutions.
• Achieved a high rate of contract compliance, ensuring all specialized requirements were met.
• Successfully expanded revenue by upselling additional lines of coverage to existing clients.
• Enhanced client satisfaction in sectors like real estate and construction through expert portfolio management.

Marketing Analyst & Account Executive 

Executed in-depth reviews and analyses of current coverages and renewal information to effectively market the book of business dedicated to the passenger transportation industry. Developed and maintained strong relationships with both agency and carrier networks. Played a pivotal role in marketing strategy development and led proposal review meetings for client presentations. Instrumental in auditing and project assistance, ensuring accuracy and compliance.

• Revitalized agency management systems by introducing electronic filing, reducing reliance on paper-based systems.
• Spearheaded the drafting and execution of proposals, securing Commercial Auto, GL, Workers Compensation, and Excess accounts.
• Enhanced client engagement through strategic marketing and presentation of well-crafted proposals.
• Contributed to financial accuracy and integrity through diligent participation in accounting audits and projects.