Business Development Project Management
Resume:
W. Birks Erskine
Contact
Dallas, TX 75228
********@***********.***
Objective
I’m looking to work for a forward-thinking full-service national insurance brokerage, consulting firm or other organization in the insurance industry that can make use of my wide range of skills. I enjoy working in a “team” environment, excel at communication, problem solving, and business development.
Education
2 years Civil Engineering
Bucknell University
Lewisburg, PA
2 Years Accounting & Finance
Pace University
New York, NY
Key Skills
Sales
Project Management
Risk Transfer
Communication
Problem-solving
Experience
JANUARY 2017 TO PRESENT
Independent Insurance/Finance Consultant –
My current role:
Working directly with clients advising on strategies to make best use of the premium dollar as well as strategies for financing and capital needs.
Spearhead risk management services for two clients, both of which are developers of data centers in the US.
oOversee property & casualty coverage needs during and post-construction.
oQuarterback health & welfare needs.
My role includes:
Comprehensive insurance assessment of property & casualty risks.
Finding the “right” carrier/broker partners to effectively transfer risk and provide optimal ongoing service.
Introducing investment banking/financial advisory relationships.
Placing tax insurance on investment tax credits to ensure liquidity.
Advise two investment banking operations with respect to various insurance aspects of M&A transactions and project finance. These aspects include nuts & bolts insurance programs, insurance risk due diligence, transaction coverages such as Reps & Warrantees and various forms of Tax insurance.
JANUARY 2010 TO JANUARY 2017
VP Commercial Risks Gremesco Gremesco is a property casualty wholesaler. My clients were large national retail brokers. Much of the business I wrote was construction-based.
Designed OCIPs for large construction projects
Worked with loss control teams
Developed loss picks
Managed COIs
Placed excess liability and builders’ risk coverage as well as negotiating LOCs.
Other coverage placements I spearheaded:
Commercial Auto
Inland Marine
I also attended client meetings and played a major role in creating client presentations.
JANUARY 2005 TO JANUARY 2010
VP Sales ManagedComp ManagedComp was a managing general underwriter and third-party administrator in workers’ compensation. My role:
Analyze workers’ comp claims with an emphasis on indemnity/disability mitigation.
Design cost-effective plans for large employers in the New York tri-state area.
Expert at creating retrospective rating plans as well as large deductible plans.
Clients were retail insurance brokers throughout the region.
My team led the country in new business production. I personally wrote two of the company’s largest accounts: A hospital system in NY and a plastics manufacturer in Texas.
Prior experience includes personal lines underwriting for General Accident and commercial account management for AON where I worked on several national and multi-national accounts.
Licenses
Property & Casualty Producer
Life Accident & Health Producer
Leadership
I currently serve on the board of directors of a startup technology company in the cyber security space.
I was a Dale Carnegie instructor for two years teaching public speaking.
I spent time volunteering at a psychiatric outpatient facility in Greenwich, CT teaching patients how to play guitar.
References
Available upon request.
Contact this candidate