vice president personal risk consultant resume example with 15+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Organized and detail-oriented Vice President with excellent employee development, customer service and analytics skills and more than 17 years of industry experience. Highly effective and comfortable with delivering presentations aimed at driving new business, expanding existing accounts and establishing brand profile with both new and existing clientele. A team builder, mentor and leader who consistently piloted and/or lead initiatives resulting in new and/or increased revenue streams centered around serving the unique needs of affluent individuals, families and family offices.

  • Relationship building and retention
  • Targeted sales & marketing initiatives
  • Policy and Procedure Development
  • Performance Metrics Analysis
  • Customer and employee rapport
  • Recruiting and Hiring
  • Business planning
  • Business Development
  • Customer Communication
  • Consulting
  • Policy and procedure development
  • Targeted marketing
University of Arizona Tucson, AZ Expected in Bachelor of Arts : Political Science And Government - GPA :
  • Named a National Power Broker by Risk & Insurance Magazine.
  • Helped lend to the restructuring and success of the Sports, Recreation & Entertainment Team at Aon Risk Services
  • Top Tier Sales & Risk Consultant while at Marsh & McLennan.
  • Top Tier Personal Risk Specialist while at USI Insurance Services.
  • Top Tier Personal Risk Consultant while at Aon Risk Services.
  • Collaborated with the President and CEO of Pro Player Insurance to create a referral partnership centered around professional athletes.
Work History
Aon Private Risk Management - Vice President, Personal Risk Consultant
City, STATE, 09/2017 - Current
  • Worked to achieve and exceed new business goals through new and expanded revenue
  • Evaluated business, personal and financial needs/situations/exposures in order to propose individualized policy recommendations
  • Explained features, advantages and disadvantages of various insurance policies in order to effectively promote sales
  • Determined financial needs by assessing existing coverage & aligning new products & services with long-term goals
  • Enhanced company reputation by accommodating new & different requests and exploring opportunities to add value
  • Utilized sales tactics and relationship building techniques to reach monthly, quarterly & annual sales goals
  • Sought new clientele through face-to-face, telephone, and email interactions
  • Assisted with claims advocacy; lending to increased client satisfaction and above-average retention numbers
  • Delivered presentations to clients, prospects and/or referral sources; cultivating new business, increasing customer knowledge & building rapport
  • Marketed new and renewal business, handling all aspects of placement from initial market selection through policy delivery
  • Developed & maintained a thorough knowledge of insurance products and services
  • Developed productive business relationships with key insurance underwriters and colleagues
  • Coordinated activities with colleagues to meet customer needs
  • As a key member of the client facing team, acted as trusted advisor in broking, designing, selling and servicing complex accounts
  • Served as a primary information source relative to market trends, pricing practices and other underwriting policies
  • Demonstrated proven leadership skills in both a team setting and while working one-on-one
  • Managed family office accounts; always looking for ways to add value to the overall relationship
  • Hosted and co-hosted social events with insurance carriers, referral sources & centers of influence to help foster new business growth and further cement client loyalty
  • Volunteered with local charities/organizations/foundations in support of community efforts for the greater good
  • Served on and spearheaded a number of diversity and inclusion committees and initiatives to help foster a more well-rounded and socially conscious workplace
  • Helped recruit, hire and train new Risk Consultants and Account Executives
USI Insurance Services - Vice President, Personal Risk Specialist
City, STATE, 12/2015 - 09/2017
  • Achieved and exceed assigned new business goals while maintaining 100% client retention
  • Specialized in providing consultative advice to, and tailoring personal risk management solutions for, high net worth individuals, families and family offices
  • Developed centers of influence and lead sources within designated target groups
  • Successfully engaged with lawyers, wealth managers, realtors and other like-minded professionals serving the affluent market segment
  • Successfully developed and deployed sales & marketing strategies to help optimize the company's position in the marketplace
  • Met with internal & external centers of influence to prospect, engage, and serve as a value-add service & entity
  • Built strong relationships with Commercial & Employee Benefits colleagues
  • Established relationships as a trusted partner & advisor to both clients and prospects
  • Developed and supported cross-selling strategies for existing clients
  • Participated in and lead meetings with existing and prospective clients
  • Managed employee and prospect data, including prospect lists, activity records in CRM and sales tracking programs
  • Developed, oversaw, and delivered proposals and renewal summaries to clients & prospects
  • Researched, wrote and presented personalized insurance recommendations for clients and prospects
  • Advocated for client's throughout the claims process, resulting in above-average client satisfaction, retention and trust
  • Increased company growth through effective collaboration with sales and marketing departments.
Marsh & McLennan - Sales & Risk Consultant
City, STATE, 06/2005 - 12/2015
  • Consistently met and exceeded new business revenue goals
  • Managed a large book of business - achieving 100% client retention and increased revenue year over year
  • Produced group excess liability policies for corporations and wrote expanded new business from group participants
  • Reviewed client exposures, loss experience & current insurance coverages; presented clients with accurate market data from appropriate industry resources; recommended enhanced products and services
  • Provided proactive day-to-day client service; anticipating and evaluating client needs and responding to client questions & issues promptly, be it in person, over the phone or via email
  • Created and presented renewal proposals and conducted annual interactive account reviews where appropriate
  • Introduced & leveraged Specialty Practices areas when appropriate
  • Quoted new or replacement coverage(s) for existing clients when necessary
  • Cultivated new business opportunities through internal referral sources and the expansion of existing client programs
  • Built relationships with centers of influence to help foster high quality referrals
  • Negotiated with multiple insurance carriers to provide comprehensive coverage options for clients and prospects while conforming to all laws, regulations and requirements governing the insurance industry
  • Implemented and maintained a quality service plan ensuring the accuracy of binders, policies, and other relevant client deliverables
  • Communicated client’s risk solution and binding instructions to carriers
  • Utilized the (TAM) Applied system to enter and maintain all pertinent account information
  • Ensured all regulatory requirements were met while complying with internal policies and procedures
  • Escalated internal and external service concerns to appropriate departments for action and the prevention of further client impact
  • Assisted with training and on-boarding new client advisors to help ready them for their new role
  • Sponsorship Executive & Committee Member – Houston Chapter - NFL Players Association
  • Committee Member – Cystic Fibrosis Foundation
  • Survivor Council Member – Ovarcome Ovarian Cancer Foundation
  • Committee Member – L.I.F.E. Houston
  • Advisory Board – Huddle Up Foundation of Houston
  • Advisory Board; Volunteer of the Year – Corps of Cadets Aggie Moms Club – Texas A&M University
  • Advisory Board – The Rudder Association - Texas A&M University
  • Committee Member – Heroes for Children Childhood Cancer Organization
  • Member – Power On Heels Network: Mujeres passing on the POWER
  • Member – National Hispanic Professionals Organization
  • Member – Private Risk Management Association

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Resume Overview

School Attended

  • University of Arizona

Job Titles Held:

  • Vice President, Personal Risk Consultant
  • Vice President, Personal Risk Specialist
  • Sales & Risk Consultant


  • Bachelor of Arts

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