WMP-90

Multi-State Licensed Property and Casualty Broker and Life and Health Agent 

PROFESSIONAL SUMMARY: High-performing, fully licensed Personal Lines Insurance Specialist with 10 years of dedicated experience servicing and retaining high-net worth and mass market books of business, complemented by a strong entrepreneurial background managing multi-million dollar client relationships. Proven track record in orchestrating the end-to-end life cycle of personal lines accounts using industry-leading agency management systems. Adept at organic cross-selling, optimizing retention, and expanding books of business. 

TECHNICAL & CORES SKILLS

• Agency Management Systems: Applied Epic
• Insurance Software & Rating Tools: Real-time carrier portals, comparative raters
• Core Competencies: Renewal Retention, Risk Assessment, Underwriting Guidelines, Policy Binding, Endorsement Processing, Claims Liaison, High-Net-Worth Client Relations 

Vice President – Personal Insurance / Account Manager

• Manage and service all aspects of personal lines, maintaining exceptionally high annual retention rates through dedicated, high-touch consultative client care.
• Utilize Applied Epic daily to manage workflows, process policy changes, document client interactions, and track renewals efficiently.
• Oversee the entire policy life cycle within the system: proactively market renewals, analyze coverage gaps, quote new business, process endorsements, and handle policy changes.
• Act as the primary liaison between policyholders and carriers to advocate for clients during the claims process, tracking claims statuses to ensure swift and fair resolutions.
• Cultivate a steady pipeline of high-net-worth clients through established referral networks of long-term accounts.
• Educate policyholders on umbrella liabilities, high-value homeowners, and auto coverages to protect client assets against potential risks.