Experience

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  Casey, wolfe & martin, inc.

  Sept 1999 - Sept 2001

  Service manager

  Managed service matters for six customer service representatives. Improved service efficiency by creating new account workflows. Evaluated, advocated improvements, and implemented service related agency procedures and policies. Assisted agency principles in analyzing service reports and provided recommendations for action. Trained new service representatives and also promoted time management skills to service representatives in order to better maintain their workloads. Multi-Family Customer Service Representative ~ 1/2000 - 9/2001Maintained and serviced all client needs including change requests, additions, new business and renewal marketing. Sustained statement of accounts for all clients in department. Advised clients on risk analysis and market trends. Administrative Assistant ~ 9/1999 - 1/2000Fielded all incoming telephone calls, facsimiles and mail. Entered new business Acord applications into company database. Show less

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  Arthur j. gallagher & co.

  Sept 2001 - Feb 2009

  Account executive

  Promoted from Account Manager - Solicited prospective clients through referral and cold calls. Expanded existing client business through various means of cross-selling including the evaluation of client coverages, exposures, and cost comparisons. Advised existing clients on risk analysis and market trends. Reviewed client contracts for insurance compliance. Assisted clients in negotiating insurance requirements required in loan documents. Client base included executive vice-president and personal books of business.Account ManagerPremium volume serviced was $6M. Maintained and serviced all client needs including change requests, additions, new business and renewal marketing. Sustained statement of accounts for all clients in department. Show less

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  Behringer harvard holdings, llc

  Feb 2009 - Jan 2015

  Director risk management

  •Organize & compile underwriting data for the $7.5B real estate portfolio (office, multifamily, and hospitality). •Evaluate & communicate risk exposures $1B multifamily development portfolio. •Procure & maintain $2M in construction builders risk and general liability coverages, including OCIPs. •Field OCIP coverage and manual questions to GCs and subcontractors. •Receive, investigate, manage $1M worth of property and general liability claims, evaluate reasonableness of workers compensation loss reserves and report as necessary to executives and legal counsel.•Negotiate insurance provisions and indemnification agreements in contracts with developers, contractors, vendors, partners, lenders and tenants.•Conduct due diligence investigation of acquisition and development targets-including analysis of risk management issues and integration plans.•Prepare underwriting submissions for brokers, including property & casualty, directors and officers, owner controlled wrap up, and financial product lines. •Provide direction for insurance brokers & underwriters regarding changes in current policies, requests for proposals and claims, then prepare and present financial comparisons of proposals to corporate executives. •Review & evaluate insurance policies for accuracy and applicability of coverage. •Execute loss mitigation programs for in house property management and development teams. •Prepare & analyze reasonableness of internal premium allocations, make recommendations and changes as appropriate.•Prepare annual insurance budgets & claim related funding analysis.•Direct, assist subrogation efforts of $1M in property and construction defect claims. •Interface with & instruct internal personnel in risk control techniques and insurance basics. •Initiate & oversee corporate risk policies, safety initiatives and OSHA regulations and implementations.•Advise executives on market trends & developing insurance regulations.•Insurance Contract Law Show less

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  Hillwood, a perot company

  Jan 2015 - now

  Vice president, risk management