Helen Vouniozos

Experience

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  Animation Cottage

  Jan 1994 - Jan 1996

  Studio / Production Manager

  Studio and production manager for private Animation Production Studio.

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  Marsh Risk & Insurance Services

  Sept 1996 - Aug 2002

  Claim Consultant - Assistant Vice President

  Provided claims advocacy and claims consulting services to Risk Management and Private Client Services divisions for Marsh, working with large national and multi-national organizations.

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  GAB Robins

  Aug 2002 - Aug 2006

  Regional Account Executive

  Regional Sales & Business Development

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  Crawford & Company

  Aug 2006 - Nov 2013

  Assistant Vice President - National Account Executive (Bus Dev.)

  National Business Development Executive and National Account Manager. Responsible for developing new business opportunities, growing new and expanded revenue for the corporation primarily on national accounts; account management on current book of business, seeking growth and cross-sell opportunities; full implementation management of on-boarding new programs I sold to achieve operational success; strong presentation preparation in response to RFP's/RFI's and presentation skills to both large and small organizations; sales and marketing of Crawford's many products and service offerings; participated in many new and innovative corporate strategies as a trusted advisor; team player - helping to work along side colleagues to aid in their success as both a co-worker and mentor. Show less

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  Marsh

  Mar 2014 - Jul 2017

  As a Business Development Executive (BDE) / P&C Broker, I bring a consultative and risk alert view to my prospective clients, providing guidance to affluent individuals and families, as well as “C” Suite executives, whose financial risks have become far more complex. Assessing client needs (unique or complex), providing objective advisement and custom solutions with a boutique feel are key components of how we do business. Insurance helps us protect against unforeseen risks, sometimes catastrophic risks. Are your home(s), cars and personal belongings (including that lovely antique piece of jewelry) appropriately insured? Did you purchase a dream car like a Porsche® Mission E Concept or 918 Spyder? Is your current insurer able to provide the right type of coverage and necessary limits? We work with top premiere insurance carriers to help you choose appropriate customized insurance solutions to protect the assets you own and cherish. When was the last time you reviewed your insurance contract, or that of your clients, to identify potential gaps or true-up coverages to your current lifestyle? For more than 35 years, Marsh Private Client Services (PCS), a division of Marsh USA Inc., continues to be the brokerage leader helping affluent individuals and families. Our specialized expertise and trusted advisors work to build a comprehensive personal insurance program to protect your lives and unique risks, with a specialty in complex lifestyles such as family offices, fine art, yacht, equestrian and more. Throughout your relationship with Marsh PCS, your personal client advisor monitors your program over time, to help ensure it keeps pace with your changing financial circumstances. "Protecting your lifestyle, Safeguarding your legacy"[Licensed Property & Casualty insurance broker in: AZ, CA, CO, GA, MI, NV, NM & TX; Licensed Life & Health insurance broker in AZ.] Show less As a new business development sales executive/Producer, bringing insurance and risk management solutions from an innovative, strategic and program efficiency focus, to the Retail, Restaurant and Real Estate industry sects.In Marsh's National Brokerage division, I am working with prospective new clients whom represent both large and medium domestic U.S. organizations whose insurance brokerage and risk management needs vary depending on industry, size, geography and the competitive environment in which they operate. These clients tend to be highly entrepreneurial and expect us to provide expertise and tailored solutions for firms in their industry. Show less

  • Senior Vice President - Business Development Executive

    Oct 2015 - Jul 2017

  • Senior Vice President

    Mar 2014 - Jul 2017
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  Liberty Mutual Insurance

  Oct 2017 - Jun 2018

  Insurance Sales Advisor

  Insurance Sales Advisor (Agent inside) providing insurance solutions for Home, Auto and Umbrella. Liberty Mutual, a premiere insurer offers broad coverage, discount incentives, top tier client servicing and claims handling in the nation. We also offer coverage for Specialty Vehicles (ATV, RV), Boats and Life Products. Let me help best protect your assets and reduce your risk. https://www.libertymutual.com/helen-vouniozos

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  Borealis Insurance, a Division of North Star Resource Group

  Jul 2018 - Jan 2019

  Director of Risk Management

  The purpose of our Property & Casualty practice is to aid in the protection of our clients' assets and legacy from a personal insurance perspective. My attentions are focused in the Southwestern US.

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  CorePath Wealth Partners

  Jan 2019 - Jan 2025

  Director

  Dear Friends & Colleagues,I’m so proud to announce the launch of CorePath Wealth Partners LLC, created by Mark Bonnett, whom I have worked with for the past 6 months.Mark, an extremely successful financial services industry leader and past President of GAMA International, has honored me with his confidence in appointing me the Director of CorePath’s Property & Casualty insurance agency, CorePath Risk Solutions LLC.CorePath Risk Solutions is a step along the collaborative pathway wherein guidance and expert advice is offered to help clients reach their financial goals.As an independent insurance agency in the High-Net-Worth and Personal Lines area, CorePath Risk Solutions helps Families and Executives avoid coverage disparities and improve overall coverage. We provide a high-level client experience, and our risk review helps you to navigate options to best protect your assets and personal legacy.Our focus for Small Businesses is reviewing insurance from a risk management perspective, evaluating both insurance markets and coverage levels to better protect your business from current and unforeseen risks. Our clients are an integral and critical part of our business - so is YOUR client experience every step of the way.I welcome you to be part of our movement along the path.Very truly yours, Helen V.Helen@CorePathRisk.com Show less

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  CorePath Risk Solutions

  Jan 2025 - now

  Consultant at CorePath Risk Solutions
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  Charles Taylor

  Jan 2025 - now

  Vice President - Client Partnerships

  At Charles Taylor, our core values guide our collaboration with our clients, partners, and colleagues. My focus is on crafting tailored solutions, addressing complex claims management needs, and providing the highest level of service to our clients. Combining our technical industry expertise, breadth of customized services, and historical achievements, I am part of a team of professionals building meaningful relationships to deliver exceptional outcomes. I'm thrilled to be a part of the growth, innovation, and technology at Charles Taylor, which is making an impact in claims loss adjusting and claims management services across the globe. Show less