Experience

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  Cna insurance

  Nov 1999 - Feb 2004

  Life sales manager

  Consistenly grew networks and relationships with Independent Insurance Agents across the state of Virginia. Assisted agents will all aspects of insurance applications from case design, closing complex business and estate planning clients, underwriting and policy placement for life, disability, annuity, and long term care insurance products.

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  Asset building consultants, llc

  Feb 2004 - Sept 2010

  Managing partner national insurance brokerage

  I exponentially grew national networks and secured partnerships with financial leaders across insurance companies, brokerages, marketing, agents, and notable clients. I provided insightful business direction and implemented policies and procedures that substantiated revenue growth. I added strength to the workforce by heading interviewing and hiring procedures. I enhanced performance levels and results by offering comprehensive team training. I refined procedures and functions within the office to align teams to meet competitive objectives. I streamlined repetitive processes to improve efficiency and productivity levels with a focus on accuracy. I kept credentialing updated for the office and nurtured a solid knowledge of evolving industry practices. I earned a 30% increase in annual revenue with notable YOY growth and new premiums. I protected current clients’ estates by presenting new methods of financial management and investing.Additional Experience: ♦ Regional Sales Manager at C.N.A. LIFE Insurance Brokerage (5 years)♦ Registered Account Representative (6 years) Show less

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  Above & beyond consulting services, llc

  Aug 2010 - Feb 2020

  Manager

  I solidify professional partnerships with medical practices across the country and nourish mutually beneficial working relationships to secure solid networks. I define company strategies and actionable plans to meet and exceed established objectives and boost efficiency. I conduct assessments of current practices and identify opportunities for improvement. I am the main source behind practice revenue growth by incorporating innovative solutions and techniques. I align teams to succeed by providing in-depth training and coaching to cross-functional staff on the correct application of new procedures and policies. I display a motivational and supportive leadership style. I navigate business challenges and overcome obstacles through use of industry expertise and insight. I elevate overall profitability by designing solid and effective business structures and setting expectations. Show less

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  Argo group

  Apr 2020 - now

  Analyze, solve, and negotiate complex endorsement requests and handle within established service standards. Conduct underwriting file analysis, including identifying forms and endorsements used in policy construction. Issue and bind policies. Thorough review, analysis, and processing of premium audits including dispute resolutions. Utilizes advanced functionality in relevant firm systems to perform day-to-day activities. Interact with all levels of the firm’s internal and external business partners Show less

  • Underwriter II - Owners Unit

    Sept 2022 - now

  • Underwriter - Owners Unit

    Jul 2021 - Sept 2022

  • Underwriting Assistant

    Apr 2020 - Jul 2021