Experience

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  The arizona group

  Jan 2004 - Jan 2009

  Commercial lines assistant

  Assisted Account Manager in daily activities for commercial lines book of business. Integrated and maintained new insurance certificate issuing system to agency/clients.Reviewed technology programs for redundancy and ultimate savings back to the agency.

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  Houston casualty company

  Jan 2009 - Jan 2010

  Underwriting assistant

  Processed initial rating of new and renewal businessMaintained accounting spreadsheets for accuracy and monthly corporate reporting. Created and managed marketing material for publication as well as agency brochures for use at National Conferences. Developed and maintained policies and procedures for office efficiency as well as implemented a paperless environment. Review and determine profitable accounts by studying loss ratios.

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  Lovitt & touché

  Jan 2010 - Jan 2012

  Commercial lines account manager

  Responsible for integrating new book of business into the agencyReviewed and identified potential hazards in policies and negotiated changes necessary to protect client and agencyAssisted Account Executives with RFP's for State and Nationally recognized organizations.

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  Aon

  Jan 2012 - Aug 2012

  Sales and marketing consultant

  Independently created marketing campaigns to generate new business and focus on brand awareness.Managed creative work using Adobe products for multiple departments. Partnered with Sales Manager to review, manage and communicate sales pipeline to local and national sales teams. Coordinated events for clients and prospects in various departments to promote education and products.

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  Crest insurance (formerly bbva compass)

  Jan 2012 - Jan 2015

  Commercial lines account manager

  Integrated a book roll of business into the agency accompanied with successful retention of clients since joining. Member of leadership groups that develop procedures within the agency for improved productivity and standards. Research and Introduce agency technology and programs for both Commercial Lines Staff and Producers which aid in research and sales tools thereby creating a new approach to increasing revenue.Administrator of client based technology which assists clients utilize their information on a 24/7 basis. Reviews and markets all new and renewal business within a designated team.Works in conjunction with several insurance carriers to develop insurance programs. Works independently with clients to service daily needs as well as review risk management areas to suggest improvements for safety and reduce hazards. Show less

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  The clements agency, llc

  Nov 2016 - Jan 2017

  Account manager
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  Schwartz insurance agency

  Jan 2017 - Oct 2018

  Account manager

  In my work with Schwartz I utilized background gained in my experience to work with national REITs as well as working with the Cannabis Industry in tandem with REIT operations.

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  Gilbert insurance group

  Jan 2019 - now

  In my role as Director of the Cannabis Practice of Gilbert Insurance Group, I work with license holders around the country offering superior help in insurance placement. I work with various sized companies utilizing my background in different silos to create meaningful opportunities in the Cannabis Insurance space for my clients that otherwise would have common offers and common insurance placement. I also work hand in hand with insurance carriers and agents throughout the country educating them on proper insurance language and placement in the Cannabis Space. Throughout my experience I have authored articles relative to liability issues and how those can be addressed properly through risk transfer and have authored educational modules for insurance agents throughout the country in gaining a Cannabis Insurance designation. My passion is to educate both sides of the coin for Cannabis entities. Both the carrier and my client to create new spaces of possibility for the benefit of everyone I work with. Show less In my role as a Senior Account Executive I work with Commercial and Residential Contractors. Utilizing my 18 years of Contracting Insurance experience I am able to work with my clients in creating offers that are helpful for their businesses and in turn relaying the reduction in risk from our offers to insurance underwriters. Because we work with our clients as people who have relevant and unique concerns for their business we work to provide the best offers available to address their concerns. Show less

  • Director - Cannabis Practice

    Nov 2020 - now

  • Agency Manager

    Feb 2021 - now

  • Senior Account Executive

    Jan 2019 - now
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  Arizona cannabis chamber of commerce

  Feb 2020 - Sept 2021

  Board member

  During my time as Board Member of AZC3 I worked towards addressing the serious issues related to Social Equity contained in Prop 207. I still continue my work and education for Social Equity Applicants that I would not have had the ability to learn about the background of concerns for this segment of the Cannabis Community. I remain dedicated to protecting the viability of all Social Equity Applicants.

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  Medical cannabis research advocacy alliance

  Oct 2021 - Jan 2023

  Legislative committee member

  I sat on the Legislation Committee for MCRAA examining current and future bills making their way through Congress as it relates to Cannabis Legalization. This allows me the ability to maintain a pulse on the pathway to removal of prohibition for cannabis.