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Street Address Street Address
Cliffside Park, NJ Street Address
Phone: PHONE NUMBER AVAILABLE
Email: EMAIL AVAILABLE
EDUCATION:
2004-2007 Master of Arts, Economics San Francisco State University
GPA: 3.84
2000-2003 Bachelor of Arts, Economics, Applied Mathematics minor California State University, Fresno
Magna Cum Laude 3.74 GPA
EXPERIENCE:
Director- Excess Casualty
4/8/2016-12/3/2018
Everest
461 5th Ave, 11th Floor
New York, NY 10017
Responsible for P&L of National Wholesale and Retail business ~$31M with average premium size > $250,000
Focus on National Wholesale partners with large national accounts (RPS, CRC/Swett, AmWins, tKg, ICC, Crouse, Brown and
Riding, RT Specialty, Peachtree, US Risk, All Risks, and WWFI) and National Retail partners (Marsh, Aon, Willis, Hub, Wells Fargo, AJG,
and Beecher)
Broad portfolio with the following mix of exposures: Agribusiness (from growers, packers, shippers, processors, distributors,
cooperatives, farm equipment manufacturing, fertilizer/pesticide distributors, poultry farms, and slaughter houses), commercial construction
both practice policies and project specifics/wrap ups, food and beverage with tough liquor exposure, retail, sports, special events, energy,
real estate, tough product manufacturing, chemical manufacturing, technology, hospitality
Initiated Agribusiness suite of endorsements to enhance Umbrella product offering
Contributed to underwriting guidelines in the following areas: Agribusiness, tough products manufacturing, ski resorts,
restaurants with tough liquor exposure
Maintained a close relationship with the treaty reinsurer and handled all referrals if outside of their exclusions list
Assistant Vice President- Excess
Casualty
4/3/2014-4/6/2016
XL Group
200 Liberty St, 22nd
Floor New York, NY
10281
Responsible for profitably underwriting a $14M book of renewal lead umbrella and excess casualty business with the large alpha
house retailers . $8M new business and $4M renewals
Targeted Fortune 500 companies from a wide range of classes such as manufacturing, energy, agriculture, retail, hospitality,
sports, special events, real estate, transportation, and services
AON Grip representative for Excess Casualty
Developed Agri-business enhancements to offer with our umbrella policies with focus on food manufacturers, meat packing plants,
growers, co-ops, packers, shippers, sugar refineries, and accounts with grain elevator exposures
Utilized facultative reinsurance on a case by case basis
Senior Production Specialist
3/23-4/1/2014
Ironshore
Embarcadero Center 3 Suite
1480 San Francisco, CA 94111
West coast unit leader responsible for rate adequacy, growth, profitability, loss, and renewal retention for Umbrella and
Excess Liability accounts
Focused on large national accounts, as well as hard to place risks
Specialized in agribusiness, heavy manufacturing, construction (practice policies, project specifics, OCIPs and CCIPs),
o
hospitality, tough products manufacturing, and large commercial real estate portfolios
Prepare monthly forecasting and marketing plans for calls with the VP of Specialty Casualty
Hand selected by Home Office Executives to attend a leadership program where members worked collaboratively in developing
new product offerings for the Excess unit
Senior Excess and Umbrella
Underwriter 12/10/2012-3/15/2013
Markel
Corporation/Alterra 7500
Dallas Pkwy #400
Plano, TX 75024
Responsible for renewal book of E&S Umbrella/Excess business
Successful marketing and broker management via travel within all Texas regions, (wholesale agents)
Classes of business targeted:
o Oil & gas, Construction, Manufacturing, Hospitality, Services
Identified opportunities for growth within new and existing production sources and developing and executing a new business
growth strategy including developing prospects and tracking their success through the AMS (Agency Management System.)
Emphasis on cross sell opportunities within and between other commercial product offerings in the Mid-South region of Markel
Use of reinsurance placement when applicable
Umbrella Underwriting
Manager 8/3/2009-12/28/2011
Sequoia Insurance
Company/AmTrust 31 Upper
Ragsdale Dr.
Monterey, CA 93940
Successfully executed all duties as the home office umbrella referral underwriter
Oversaw a $7M umbrella portfolio and was directly responsible for all P&L, as well as renewal retention
Targeted classes of business included agriculture, lessors risk, real estate and hospitality
Wrote and maintained the Umbrella Underwriting Guidelines which were approved by the treaty partner
Worked closely with the Product Development and Actuarial departments in efforts to improve book pricing (price/mil) and ensure
rate adequacy on all renewals
Developed a new monoline excess casualty product which was signed off by the treaty partner and approved by 38 states via
Department of Insurance
Responsible for monthly variance (rate, growth, trends) reporting to the CEO and President of Sequoia
Direct contact for umbrella reinsurance treaty partner
o Negotiated terms, ceding commission, underwriting guidelines
Excess Casualty
Underwriter 11/24/2008-
8/1/2009
AIG
121 Spear St., 3rd Floor
San Francisco, CA
94105
Specialized in underwriting Umbrella/Excess Casualty for the following lines of business:
o Construction, Manufacturing, Services, Retail, Real Estate, Hospitality
Managed a $5M book of both new and renewal business
Responsible for maintaining both retail and wholesale agent relationships in the Northern CA territory
Provided bi-monthly reports to home office in regards to market trends, rate adequacy, and agency distribution plant via the
Salesforce platform
Heavy cross selling responsibilities with the primary casualty business unit in efforts to optimize quoting possibilities
Excess Casualty
Underwriter 10/2006-
11/21/2008
ACE USA
455 Market St. #500
San Francisco, CA
94105
Profitably handled a $9M book of national account Umbrella/Excess liability business
Classes of business written/targeted:
o Manufacturing, Energy, Retail, Real Estate, Technology, Non-Profits
Heavy marketing to the retail agent base in Northern CA, Washington, and Oregon
Participated in the One-Ace approach when trying to quote several lines of business for one insured
Acted as the lead in 7 of the 11 One-Ace accounts
Held monthly internal Lunch and Learn sessions detailing the umbrella product and any new coverage enhancements so they could
cross sell in the field
Participated in peer audits throughout the country
Prepared monthly forecasting and marketing reports for regional executives
MEMBERSHIP/ASSOCIATIONS:
Omicron Delta Epsilon- The International Honor Society for Economics. Member since 2001.
Golden Key International Honor Society- Golden Key is an academic honor society which recognizes and encourages scholastic
achievement and excellence among college and university students from all academic disciplines. Member since 2000.
COMMUNITY INVOLVEMENT:
Actively involved in the Big Brothers Big Sisters program; member since 2005
PROFESSIONAL/PERSONAL REFERENCES: Available upon request
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