Profile
●Highly skilled insurance professional with vast experience
●Underwrote middle market, and national accounts with an emphasis on casualty lines and umbrella.
●Handled a $5M+ average book of business, with a consistent growth of 20-25% year after year.
●Extremely effective communicator, detail-oriented and decisive
●Proven ability to build strong career relationships, strategize, negotiate placements and service clients ranging in size from global risk management down through middle market.
●Remain current on the latest trends in the industry with comprehensive knowledge of insurance products, services, and best practices.
●Focused on impeccable service delivery and accountability for goal achievement.
●Leadership traits include:
●Coaching
●Promoting a collaborative team environment
●Adhering to the utmost level of integrity
●Planning
JMB Insurance 2016 to Present
Client Executive/Team leader
As a Client Executive, my responsibilities include a direct and aggressive drive for growth, retention and profitability of middle market accounts. Oversee key accounts; cultivate and strengthen beneficial relationship with financial and benefit decision makers through demonstration of integrity and persuasive communication skills, resulting in retaining accounts and increasing revenue by 25%
●Lead and Train Team
●Service and Market Accounts
●Responsible for identification of insurance needs for existing clients
●Create and present expansive insurance proposal for clients
●Investigate insurance needs of potential new clients
Tave Risk Management 2014 to 2016
Northbrook, IL
Client Executive
●Insurance and Risk Management services, responsible for account management with focus on large accounts
●Establish and maintain relationships with clients and carriers
●Market new and renewal business
●Acted as Casualty Specialist for the Department
Executive Realty 2012-2014
Bloomingdale, IL
Marketing Manager
●Responsible for Marketing of properties for sale
●Provide services to buyers and sellers
●Started a campaign for “Customers for Life”
●Maintained monthly newsletter
Risk Placement Services, Inc. (RPS) 2006-2012
Chicago, Illinois
Vice President – Casualty
●Development of New Business
●Place business with Surplus Lines Carriers
●Maintain 95% renewal book of business
●Manage $5MM book of business
●Built excellent, long lasting relationships with Underwriters
T.S. CHADWICK 2002-2006
Chicago, Illinois
Vice President
●Underwrote for a managing general agent
●Underwrote for 3 binding authority companies
●Developed an apartment program and successfully placed $8MM book of business
●Trained and mentored assistants for professional growth
Global Risk LLC 1999-2002
Chicago, Illinois
Senior Vice President
Responsibilities included:
●Development of new contracts
●Appointment of new agents
●Obtaining and presenting of quotes
Stewart Smith Mid-America 1993-1999
Chicago, Illinois
Senior Vice President
Duties included:
●Responsible for new and renewal business.
●Marketing and development of new agents
●Interfacing with underwriters on a daily basis to obtain quotations for agents
●Presentation of quotations to agents and insureds.
Awarded Top Producer Award in 1999
Geo. F. Brown 1989 to 1993
Chicago, Illinois
Senior Vice President
Duties included:
●Responsible for production of new and renewal business.
●Marketing and development of new agents
●Interfacing with underwriters on a daily basis to obtain quotations for agents
●Presentation of quotations to agents and insureds
Education
●Wright Junior College
●Property/Casualty Agent – Illinois
●INS 21,22, & 23
Affiliations
●LaSalle Street Board Member
●NAPSLO
●Board Treasurer – Condominium Association
●Board Member – Roselle School District
●Financial Committee Member - Roselle School District
●Negotiation Committee Member - Roselle School District
●Illinois School Association Board - Member Representative
●Booster Club Member – Lake Park School