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.
Accomplishments
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.
Skills
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
Work History
Vice President, Personal Risk Consultant, 09/2017 to Current Aon Private Risk Management – City, STATE,
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
Vice President, Personal Risk Specialist, 12/2015 to 09/2017 USI Insurance Services – City, STATE,
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.
Sales & Risk Consultant, 06/2005 to 12/2015 Marsh & McLennan – City, STATE,
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
Education
Bachelor of Arts: Political Science And Government, Expected in University of Arizona - Tucson, AZ GPA:
Affiliations
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
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