2011B.B.A: Risk Management and InsuranceUniversity of North TexasCity, State
2009A.A.S: Real EstateDallas County Community College DistrictCity, State
2008Certified Insurance Counselor (CIC: The National Alliance for Insurance Education and ResearchCity, State
Activities and Honors
UNT Dean's List
SR. ACCOUNT MANAGER
Commercial insurance professional with 20 years of retail agency experience, enriching client relationships by serving in an advisory capacity as an outsourced risk management resource providing risk transfer solutions to align with customer strategic objectives
Specific knowledge of technology, telecommunications, media and life sciences, financial institutions, private equity and venture capital firms
Expertise with highly specialized insurance products such as Directors & Officers Liability, Cyber Liability, Errors & Omissions Liability and Global Master Programs
Highly motivated self-starter with a distinguished caliber of performance and capability to learn quickly, comfortable with mastering a new industry or market
Positive, cordial team player, equally productive in collaborative and independent work environments
Highly effective operational, organizational, communication and leadership skills
Company Name - Sr. Account ManagerCity, State09/2014 - Current
Achieve department and organizational revenue and growth goals through client relationship management and customer retention servicing a $1mm revenue book of commercial business.
Serve as an outsourced Risk Manager in an advisory capacity to clients assisting with M&A due diligence of target companies and subsequent insurance program design and onboarding post transaction.
Coordinate with Claims Department, Carriers and Third-Party Administrators to conduct claims reviews, provide recommendations and assist with implementation of loss control measures.
Collaborate with Operations and Quality Control Manager for updating and streamlining existing workflows, systems utilization and training to optimize efficiency.
Supervisory responsibilities include professional development, mentoring, performance appraisals, retention and delegation of assignments to junior staff.
Company Name - Account ManagerCity, State11/2008 - 09/2014
Provide high level of integrity, accuracy and professionalism servicing a $500K revenue book of commercial business in the Risk Management Services division.
Responsible for maintaining broad knowledge of assigned accounts and insurance knowledge.
Assume responsibility and accountability for all actions regarding marketing, coverage placement, problem solving and customer service.
Market existing customer accounts to various carriers to negotiate the best pricing and terms for client's overall risk management programs.
Provide third party contract review and analysis for indemnification and insurance compliance.
Coordinate with Marketing Department for the seamless transition of new business accounts to Risk Management Services division for servicing.
Company Name - Associate Account ManagerCity, State06/2006 - 09/2008
Assisted Senior Account Manager and Account Executive with marketing, quoting and analyzing coverage with customer needs.
Identified customer exposures and insurance needs by gathering required customer data.
Assisted clients with understanding applicability of coverage and exclusions.
Handled all commercial and contract bond needs for customers in assigned Risk Management Services unit.
Initiated and completed renewal reviews, prepared renewal quotes and processed post renewal activities (updated agency management system, issued binders, ID cards, invoicing, provided certificate renewal instruction to Admin Professional, reviewed policies for accuracy and ordered endorsements as necessary for corrections).
Maintained agency accounting, invoicing and reconciled policy audits.
Company Name - Administrative ProfessionalCity, State02/1999 - 06/2006
Created standardized guidelines and approved language for Certificates of Insurance.
Prepared Certificates of Insurance for all commercial accounts, providing support to each individual Commercial Lines Unit.
Verified insurance coverage and endorsements as outlined on certificate requests were enforced for each client prior to certifying coverage; Submitted requests to Associate Account Manager to endorse policies as needed.
Provided support agency wide with various ongoing projects on an as needed basis, such as data entry, creating and maintaining client files.
UNT Risk Management and Insurance Club, Officer
Spencer Education Foundation (RIMS) National Scholarship recipient
DFW Risk and Insurance Management Society (RIMS) Scholarship recipient
Ft. Worth Chapter of CPCU Scholarship recipient
Myron Steves Scholarship recipient - two consecutive years,
, Texas General Lines Property & Casualty Agent - License # 1310886 Current
Texas Property & Casualty Adjuster – License # 1732711 Current
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University of North Texas
Dallas County Community College District
The National Alliance for Insurance Education and Research
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