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Work Background
Crum & ForsterExecutive Underwriter, Environmental
Dec. 2009American Safety Insurance (Now merged with Crum & Forster Environmental - effective 10/03/2013)
MARSH USA, INCBroker Representative and Environmental Specialist Broker
Mar. 2002 - Jul. 2009Performed exposure analysis and coverage comparisons for middle market and risk management clients to secure new business, retain 'at-risk' accounts, and manage changing needs of clients. Negotiated and followed up on coverage placed with underwriters, benchmarked exposures, analyzed collateral and carrier audits, checked corresponding policies and endorsements. Communicated with clients to resolve service issues, and negotiated producer fee/commission. Selected Accomplishments:
* Resolved service issues with 96% penetration into South region using viable coverage solutions and excellent customer service (expectations were set at 85% penetration).
* Coordinated and executed Southeast renewal book with 90% retention.
* Bound $4,800,000 environmental business within 10 months.
* Built successful and trustworthy relationships with middle market and risk management clients.
* Client retention success story published in May 2003 issue of Marsh GB Times.
* Participant in successful response to 2008 request for proposal (RFP) of major client.
TRAVELERS INSURANCE-GULF (CITIGROUP)Environmental Underwriter
Jan. 1998 - Jan. 2002Underwrote the following: Pollution Liability, CGL, Professional Liability, and Railroad Protective Liability. Coordinated with legal counsel to effectively structure policy language based on producer requests and within underwriting guidelines. Trained new underwriters, underwriting assistants and data entry personnel on matters of coverage, underwriting guidelines and certificate issuance based on respective job roles. Marketed environmental and casualty coverage solutions to producers whose clients had unusual coverage needs. Developed and maintained profitable business relationships with producers. Selected Accomplishments:
* Promoted from Underwriting Assistant to Underwriter within eight months.
* Bound $3,000,000 of profitable business in one fiscal year.
SALOMON SMITH BARNEY - CITIGROUPSales Assistant
Jan. 1996 - Jan. 1998Assisted 6 brokers in managing $55,000,000 of high profile client assets. Organized retirement plans, estate and custodial accounts. Transferred from Salomon Smith Barney to parent company Travelers after college graduation. Selected Accomplishments:
* Streamlined client response process by development of Excel spreadsheets for accounts.
* Trained select clients to use Bloomberg, Internet, and e-mail for information and account access.
EMORY UNIVERSITYExecutive Medical Secretary
Jan. 1986 - Jan. 1994
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