Experience

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  State farm

  Feb 2013 - Oct 2016

  Small business agent staff

  Nationally #1 Commercial Producing Staff Agent; State Farm Small Business Premier Program 2015-2016• Provide support to clients through Individual Financial Reviews• Issue binders, certificates, endorsements, and policy packets to clients• Review policies with businesses and cross sell varying lines of business upon discovering additional needs• Process renewals in accordance with State Farm audit regulations and underwriting guidelines• Perform follow-up activities on cancellation requests to ensure accurate and timely resolution or win-backs Show less

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  Robert half

  Oct 2016 - Jul 2017

  Recruiting manager

  • Manage full life-cycle recruiting processes of confidential pre-employment activity: application, interview, negotiation for offers of employment, drug testing, and background/reference checks• Ensure positive, efficient experience for candidates and clients

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  Baldwin krystyn sherman partners

  Sept 2017 - Mar 2019

  Commercial risk management advisor

  We bring together BKS-Partners coverage experts, risk engineers, claims management colleagues and our analytics group to create a BKS Holistic Protection strategy to effectively manage your risk. Expert insurance architecture is sometimes hard to define and recognize. Working with BKS-Partners commercial team will help you see and experience the difference.• Research and identify qualified prospects, build rapport and adaptable communication approaches with new clients• Generate new business leads, develop and deploy sales and marketing strategies, first appointment activity, drive consistent and predicable profitability, client satisfaction and organic growth to meet production goal• Maintain understanding and knowledge of insurance industry and underwriting criteria to effectively communicate with peers and prospects• Positively represent the firm and partners in the community• Evaluate insurance options and products to meet clients risk needs to help them accomplish their goals• Develop prospects by being involved in community affiliations, attend insurance hosted seminars, maintain relationships with industry contacts, and engage in networking events• Provide leading edge industry information to clients and prospects through an impactful medium Show less

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  Assurance resources inc.

  Apr 2019 - Mar 2021

  • Analyze applicant data and assess risk using underwriting guidelines, software, research and loss analytics• Determine which risk is acceptable based on cost benefit and loss ratios• Define terms and conditions of coverage and establish appropriate premium rates to meet profit and production goals• Develop positive business relationship with agents and brokers to proactively identify customers’ needs, negotiate pricing and coverage within a designated level of authority• Review and analyze renewing accounts for accuracy and appropriate rating using underwriting guidelines• Ensure company profitability, growth and retention through continuing education and market research Show less

  • Chief Compliance Officer

    Aug 2020 - Mar 2021

  • Head Underwriter

    Apr 2019 - Aug 2020
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  Avant underwriters, division of specialty program group llc

  Mar 2021 - now

  Occupational accident underwriter driector