Functional Skills
Business Analysis
Business Development
Business Operations
Contract Pricing / Negotiation
Customer Service
Market Research
Market Penetration
Marketing Strategy
Operational Efficiency
Risk Management
Sales Strategy
Customer Relationship Management
Cost Reduction
Content Marketing
Certifications
CPCUChartered Property Casualty Underwriter
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Manufacturing
Technology
Experience
Blue Slide Strategies trading
Management Consulting
Consulting Partner
4/2024 - Present
• Review commercial P&C, employee benefits, and specialty insurance lines for savings and risk gaps
• Average 19% savings on insurance-related projects while enhancing coverage terms, limits, and alignment with organizational risk
• Coordinate broader cost reduction efforts with my colleagues across expense categories such as telecom, IT infrastructure, waste, freight, utilities, and more.
• Supported post-acquisition integration efforts, vendor transitions, and long-term risk planning
• Average 19% savings on insurance-related projects while enhancing coverage terms, limits, and alignment with organizational risk
• Coordinate broader cost reduction efforts with my colleagues across expense categories such as telecom, IT infrastructure, waste, freight, utilities, and more.
• Supported post-acquisition integration efforts, vendor transitions, and long-term risk planning
Worthy Insurance Group
Corporate Strategy & Development
CEO, VP of Commercial Lines
8/2015 - 11/2023
• Grew the brokerage from $550,000 to $4.9 million in annual revenue, establishing a strong market presence and expanding service capabilities
• Built out a comprehensive risk management offering, providing tailored solutions that enhanced client retention and expanded service capabilities
• Recruited, hired, and trained a high-performing team of support staff with a focus on professional development, performance metrics, and retention strategies
• Built and maintained strong relationships with top insurance carriers and underwriters, enhancing coverage options, pricing competitiveness, and client satisfaction
• Implemented client relationship management strategies that boosted retention, cross-sell, and up-sell opportunities, resulting in an industry-leading retention rate and high client satisfaction
• Streamlined operations through technology integration and process optimization
• Built out a comprehensive risk management offering, providing tailored solutions that enhanced client retention and expanded service capabilities
• Recruited, hired, and trained a high-performing team of support staff with a focus on professional development, performance metrics, and retention strategies
• Built and maintained strong relationships with top insurance carriers and underwriters, enhancing coverage options, pricing competitiveness, and client satisfaction
• Implemented client relationship management strategies that boosted retention, cross-sell, and up-sell opportunities, resulting in an industry-leading retention rate and high client satisfaction
• Streamlined operations through technology integration and process optimization
Apogee Insurance Group, A Berkshire Hathaway Company
Sales
Associate Agency Representative
1/2014 - 7/2015
• Built strong relationships with independent agencies through in-depth customer visits, focusing on Apogee's product offerings and fostering stronger agency partnerships.
• Drove business growth by prospecting new independent agencies across the Midwest, with a focus on states such as Illinois and Wisconsin.
• Generated and managed submissions to meet targeted sales and premium production goals.
• Collaborated with in-house product experts to secure and bind new business, ensuring timely and competitive quotes.
• Drove business growth by prospecting new independent agencies across the Midwest, with a focus on states such as Illinois and Wisconsin.
• Generated and managed submissions to meet targeted sales and premium production goals.
• Collaborated with in-house product experts to secure and bind new business, ensuring timely and competitive quotes.
Spalding Insurance Agency
Sales
Producer
1/2009 - 1/2014
• Spearheaded content marketing efforts, producing blog posts and managing social media channels, leading to a 150% increase in online traffic and enhanced brand visibility.
• Conducted thorough assessments and front-line underwriting for commercial and personal lines accounts, ensuring alignment with carrier guidelines and risk appetite.
• Built a strong foundation in insurance production, generating new personal and commercial lines accounts through proactive client engagement, account rounding, and targeted marketing efforts
• Gained valuable experience in client needs assessment, cross-selling opportunities, and customer service
• Conducted thorough assessments and front-line underwriting for commercial and personal lines accounts, ensuring alignment with carrier guidelines and risk appetite.
• Built a strong foundation in insurance production, generating new personal and commercial lines accounts through proactive client engagement, account rounding, and targeted marketing efforts
• Gained valuable experience in client needs assessment, cross-selling opportunities, and customer service