38 years experience in the Wholesale P&C insurance arena. Energetic, self driven with a great work ethic. Reliable, organized with an eye for detail and a variety of problem solving skills. I strive to utilize my leadership traits and innate people skills in a fast paced work environment.
For the past 12 years, I have worked remote positions with teams in Phoenix and San Francisco.
Work History
Inside Broker
1 Year 4 Months
CRC Group | 04.2025 - Current
Senior Associate Broker / Team Lead
15 Years 5 Months
RT Specialty | 10.2009 - 03.2025
Associate Broker
2 Years
Swett & Crawford | 10.2007 - 10.2009
Office Mgr, Assoc. Broker and Compliance Lead
5 Years 2 Months
AmWins Brokerage | 08.2002 - 10.2007
Account Manager
1 Year 6 Months
Swett & Crawford | 02.2001 - 08.2002
Technical Assistant
1 Year 1 Month
Stewart Smith / Willis | 01.2000 - 02.2001
Receptionist - Advancement to Account Manager
8 Years 4 Months
Tri City Brokerage | 01.1988 - 05.1996
EXPERIENCE
Mentor/Trained lesser experienced account managers by assisting with complicated client questions, difficult market situations, team procedures, company program;
Delegated and assisted in balancing out workflow or producer to team;
Work with producers to provide submissions to the marketplace to provide best in class terms & conditions along with reasonable results to the client & carrier;
Handled multiple time sensitive accounts in a timely manner;
Maintained retail & carrier relationships;
Responsible for all account management activities including day to day client services, obtaining renewal exposure information, renewal & new business marketing, proposal set up and review, claim service, negotiation of terms with client and carriers;
Analyzed risks to identify best-fit carriers, consistently achieving high placement rates for hard to place risks.
Responsible for surplus lines filings for office in all 50 states
Education
Associate of Arts
Prairie State College | Chicago Heights, IL | 06-1990
Skills
● Specialty Lines: Property
Casualty
& Professional Lines
● Operational Efficiency: Spreadsheet & Database Development for Carrier Appetite Tracking
● Relationship Management: Carrier Negotiations & Client Advisory
● Market Analysis: Identifying Coverage Gaps & Risk Assessment