Regional Complex Casualty Resource & Large Account Team Leader
Aon Risk Services, Tampa, FL 1998 - 2005
Senior Vice President (2002 – 2005)
Managed complex clients overall insurance programs including coverages such as Director & Officer Liability, Errors & Omissions, Financial Products, Complex Casualty and Property.
Consulted and advised clients on financial concerns relating to various risk management options.
Directed and managed activities of brokers, claims specialists and loss control personnel for client service teams.
Responsible for annual production of new business in excess of six figures and penetration of existing business.
Trained associates on development skills sets.
Presented detailed program options to executive team, including Presidents, CFOs and General Counsel.
Worked with senior client contacts to meet their specific financial objectives utilizing financial alternatives and solutions.
Provided extensive contract review and analysis for account management.
Provided knowledge in design, implementation and marketing of insurance placements for various clients
Vice President – Complex Casualty Syndication – Atlanta, GA (2001 – 2002)
Provided knowledge in design, implementation and marketing of Complex Casualty Insurance.
Consulted and advised clients on financial concerns relating to various risk management options.
Responsible for marketing new and renewal business, which includes pre-underwriting, market selection and placement.
Cash flow and accrual analysis; development of alternative risk financing products including loss portfolio transfer and loss sensitive programs, exposure analysis, and the placement and design of insurance products.
Managed junior broker and intern. Responsible for developing skill set, knowledge and ability to manage new business within the Professional Employee Outsourcing industry.
Vice President – Strategic Risk Management – New York, NY (1999 - 2001)
Responsible for book of business in excess of $15 MM premium, $2 MM income.
Vice President – Mergers and Acquisitions – New York, NY (1998 - 1999)
Lead due diligence team for mergers & acquisitions: included writing and preparing due diligence reports, development of accrual analysis and loss projections, review of purchase and sale agreements.
Consulted and advised senior clients regarding financial issues and how best to implement various insurance tools to help them meet their needs.
Advised contract wording with attorneys for private equity clients.
Serviced all aspects of property & casualty insurance for Fortune 500 companies.
Responsible for numerous brokers and loss control personnel for the servicing of accounts, including coordinating loss control visits, preparation of renewal binders and specifications.
Frenkel and Company, New York, NY 1996 - 1998
Account Executive – National Accounts
Serviced all aspects of all property & casualty insurance for Fortune 500 and Fortune 1000 accounts.
Prepared and presented client presentations, including preparation of stewardship report, project time lines, renewal binders, coverage comparisons etc. Consult with clients on best overall solutions.
Prepared market specifications, present submission to market, negotiate pricing, terms and conditions with market.
Bollinger Fowler, Short Hills, NJ 1993 - 1996
Account Executive – Middle Market
Serviced and handle all aspects of commercial lines accounts for 80 to 100 accounts.
Education
M.B.A., Management and International Business, Seton Hall University, 1998
South Orange, NJ
B.B.A., Business Law, University of Miami, 1992
Coral Gables, FL
Professional Development
FL, GA, NY, NJ, MS, PA, CO Property & Casualty Insurance Licenses
Completed CPCU 520, 530, 552, 553, & 555.
Technical Skills
Extensive knowledge and use of Excel, Word, Access, Lotus Notes, Internet Applications
Charitable Organizations
President - University of Miami Tampa Bay Hurricane Club
Tampa Connection - Children's Center Project - Team Leader 2003-2004 |
