Experience

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  Eldridge and associates

  Jan 1999 - Jan 2005

  Csr
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  Hrh insurance

  Jul 2005 - Sept 2008

  Senior client manager

  Responsible for managing assigned client accounts in a proactive and independent manner. Activities included but were not limited to new and renewal marketing, responding to client questions, requests, coverage review and making recommendations on coverage and options available. Required to maintain a comprehensive knowledge of markets and issues concerning insurance coverage and gaps in coverage that may effect clients.

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  Willis private client group

  Oct 2008 - Nov 2014

  Senior client advocate

  Responsible for retention of assigned client accounts. Proactively and independently managed client accounts providing answers to questions, request for services as well as coverage reviews and recommendation. Responsible for developing carrier and vendor relations including accessing services and products offered and conveying the information to a team of personal insurance professionals. Forecasted and reported revenue booked for the personal lines team as well as analyzed the information obtained to determine trends and possible areas of concern. Met service standards and Best Practices developed by USI. Show less

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  Usi insurance services

  Nov 2014 - Mar 2017

  Personal lines senior account manager - high net worth

  Responsible for the retention of assigned client accounts. Responsible for independently and proactively manageing client accounts. Activities include, but are not limited to new and renewal marketing, handling client questions and requests and coverage reviews. Responsibilities may include aiding Personal Lines Sales and Account Executives, if applicable. Required to perform essential functions and meet service standards and Best Practices developed by USI.

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  Cay insurance services

  Mar 2017 - now

  Personal lines account manager