Senior Account Executive, Team Manager, Private Client High Net Worth

Joshua Gouvisis

**** * *** **, *******, AZ ***** US • 480-***-**** • *********@*****.***

Throughout my career, I have worked along side of my clients to secure what is most important to them. With my CPRIA and CISR credentials and a decade of experience in High Net Worth personal lines insurance, I help my clients protect their property, wealth, and legacy from various risks and exposures, while optimizing their financial plan and satisfaction. I partner with family offices, estate attorneys, CPAs, and wealth advisors to review client portfolios and offer professional recommendations based on their needs and goals. I also educate clients on industry changes and best practices to prevent or mitigate losses. I have successfully managed books of business composed of high net worth, managed a team of account managers and contributed to the growth and innovation of my team and organization. Seasoned in managing High Net Worth books of business. Educated in HNW carriers such as AIG, Chubb, CIC and PURE. Adept in middle market carriers such as Safeco, Travelers, and more. Versed in E&S placement, and negotiating with wholesalers. Experienced with outsourcing networks Resource Pro & Taskforce. Onboarding, training and leading team of account managers. Ability to identify client personality type and communicate effectively. Skillful in A.I. using ChatGPT and Midjourney.

Competent in handling and management of complex risks. Efficient in E&O Prevention & Organization Procedures. System proficient in Applied EPIC, AMS 360, Sagitta, Image Right, SharePoint, UKG Workforce Management, MS Office and more. Private Risk Management Association - Chartered Private Risk and Insurance Advisor - 2021 AIG Private Client Group University - Private Client Group Graduate - 2019 Independent Insurance Agents And Brokers Of Arizona - Certified Insurance Service Representative - 2017 Senior Account Executive - September, 2024 to September, 2025 Propel Insurance - Tacoma, WA

Managed key accounts while serving as a key resource within a group of account management staff. Handled a complex book of business while maintaining new and existing client relationships. Fostered leadership and mentorship of team members. Led staff in maintaining client relationships and facilitates a collaborative environment. Motivated performance to ensure service standards and procedures are consistent. Private Client Advisor - January, 2021 to August, 2024 Alliant Insurance Services, Inc. - Phoenix, AZ

Reviewed accounts prior to renewal to determine topics for client review. Partnered with Family Office, Estate Attorney and Wealth Advisor's annually to review client portfolio. Engaged High Net Worth carriers to create unique programs to assist clients financial plan. Educated clients on personal solutions, with professional recommendations based on needs. Assisted clients with informed and strategic decisions to protect property, wealth, and legacy. Private Client Advisor - March, 2019 to January, 2021 BridgePoint Risk Management - Phoenix, AZ

Distributed risk assessments to determine necessary changes ahead of renewal. Provided summaries of insurance to clients in excess of $20,000 annual premium. Informed clients of industry changes, with solutions to counter trending types of loss. Advised and recommended missing carrier endorsements to eliminate gaps in coverage. Acquired by Alliant Insurance Services 1.1.2021

Account Executive - November, 2015 to March, 2019

The Leavitt Group - Phoenix, AZ

Collaborated with commercial producers to provide personal solutions to business owners. Assisted Personal Lines Producer with client reviews, and attended annual meetings. Identified exposures to possible loss, and provided solutions to assist client concerns. Explained and demonstrated product concepts and offerings in simple terms to clients. Built and strengthened rapport with new and existing clients to increase revenue growth. PROFESSIONAL SUMMARY

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WORK HISTORY

Tami Chartier - Propel Insurance, Account Executive 26 N Brook St, Geneva, NY 14456

602-***-****, *********@*****.***

Craig Weisbrod - The Partners Group, Senior Risk Advisor 17587 W Desert Sage Dr, Goodyear, AZ 85338

425-***-****, *************@*******.***

Gray Wood - Yavapai Regional Medical Hospital, Retired CP Lab Coordinator 9880 E. Ironwood Circle, Prescott Valley, AZ 86314 928-***-****, *********@*****.***

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