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PHONE NUMBER AVAILABLE (cell) EMAIL AVAILABLEEXPERIENCEPrincipal - Surety Practice March 2020 - July 2024 CIA - Commercial Insurance Associates, LLC Columbia, MD/Nashville, TNOversaw CIAs National Surety Practice providing surety bond services & solutions for clients across several industries, both domestically and internationally.Advised clients across various industry verticals such as, but not limited to: Construction, Government Contracting, Engineering, Manufacturing, Real Estate, Environmental (Recycling/Waste Hauling/Scrap Metal), and Transportation (Railroad, Trucking, Logistics).Primary responsibilities included growing CIAs surety presence/portfolio, while meeting agency objectives which included the following:o Act as CIAs Surety subject matter expert, specialist, & resource to support the entire agency, primarily the producer division(30 insurance producers) & client management team (50 insurance account executives/client managers) o Build strong Surety partnerships/appointments with various carriers to support a wide array of bonding needs for existing or future clientso Develop Surety product solutions & new client acquisition strategy for agency (i.e. cross selling for current insurance clients, identifying new markets/segments for bond opportunities, etc.) o Establish the highest level of service for our clients to ensure achieve retention, development, as well as the clients overall successo Maintain a strong, reliable partnerships with industry leaders & centers of influence to better serve our clients (CPA, Legal, Banking)o Implement/improve daily tasks & work activities for Surety Account Executive/Managers/Client Managers to ensure team productivity, quality administrative processes, and service levels o *Achieve positive & profitable growth in CIAs annual Surety Results**Helped grow CIAs Total Written Surety Premium from a total of $700,000 2019 to over $7,200,000 surety premium written by the end of 2023. This equated to commission revenues for CIA increasing from $200,000 in 2019 to over $2,000,000 in 2023. o 2019 Written Surety Premium: $700k; Agency Revenue: $200k (before joining CIA) o 2020 Written Surety Premium: $3.125k; Agency Revenue: $920k (9 months with CIA) o 2021 Written Surety Premium: $4.330k; Agency Revenue: $1.125k o 2022 Written Surety Premium: $5.662k; Agency Revenue: $1.647k o 2023 Written Surety Premium: $7.217k; Agency Revenue: $2.035k Sales Executive Commercial Lines, Surety & Construction Practice October 2016- March 2020 RCM&D Riggs, Counselman, Michaels & Downes Inc. Towson, MDIdentify & generate new revenue opportunities and support new business goals for Construction and Surety PracticeAdvise clients on both their property & casualty needs, as well as managing their bonding needs or programsProactively analyzing customer operations for additional risks, amounts of coverage, and increased exposuresWork with other divisions/practice groups to expand business opportunities and provide value added servicesMaintain a high level of centers of influence & referral partners within industry CPAs, lawyers, bankers, etcActive participation in industry organizations for advocacy of our clients and ongoing networking opportunitiesComply with Errors & Omissions, legal and regulatory requirements; licensed to provide P&C, surety bonding services in all Mid- Atlantic StatesAssistant Territory Manager - Contract Surety June 2013 - October 2016 The Hanover Insurance Group Towson, MDOversaw contract surety operations for MD branch covering 5 states in the territory - MD, N. VA, DC, DE, and PA.Managed book comprised of small- to medium-sized contractors and wrote single bonds as large as $40MM and aggregate programs up to $100MM.Handled variety of contractor classes including pure GC's, major trades, specialized subs, and small emerging contractors.During 3+ years in this position, enhanced existing agency relationships and grew the book of business almost 40% from $2.3MM to $3.2MM in written premium while maintaining 0% loss ratio.Promoted and expanded the contract surety presence in untapped markets, specifically PA.Presented with the Great Escape award in 2014 recognizing achievement as a top performer in a specific line of business.Exceeded business production goals in 2014 and 2015, and on pace to achieve production goals for 2016.New business production achieved:o 2013: $115Mo 2014: $545Mo 2015: $505Mo 2016: $225MOther duties included but not limited to:o Performed specific risk underwriting analysis tasks and participated in risk selection daily. o Prepared and conducted marketing activities within assigned territory to promote the development of new business. o Prepared underwriting submissions, made recommendations and/or decisions within established authority limits. o Maintained and updated underwriting files.Senior Contract Surety Underwriter October 2011 - June 2013 NAS Surety Group Richmond, VAManaged book of business spanning 8 states - PA, MD, DE, VA, WV, NC, SC, and TN.Worked under branch line of authority of $4MM/$10MM for qualified accounts.Handled small- to medium-sized contractors with aggregate programs ranging from $500M to $50MM.Handled a variety of contractor classes from pure GC's to small specialized contractors to one-off opportunities. Senior Surety Bond Underwriter July 2005 - October 2011 Arch Insurance Group Philadelphia, PAWorked as a branch underwriter managing agency relationships and book of business in the Mid-Atlantic regionOperated under a branch authority of $7.5mm single/$15mm aggregate for qualifying clients, but gained experience handling single- sized bonds over $50MM and aggregate surety programs in excess of $100MM.Became proficient in handling the bond needs for General Contractors, Prime Trades and Specialty Subs.Nominated and participated in Archs Leadership Development Program in 2010. Program chose 22 underwriters across business units worldwide to develop into future leaders.Co-led the Surety Training Program for all new hires: o Implemented encompassing program based on Associate in Fidelity and Surety Bonding coursework. o Program featured review sessions, case studies, chapter tests, and role-playing scenarios. EDUCATIONPROVIDENCE COLLEGE, Providence, RI 2001 - 2005Bachelor of Science in Management, double minor in Finance and Western CivilizationDivision 1 Varsity Lacrosse four-year letter winner. 2004 MAAC Champions. First NCAA tournament berth in program's history.Unsung Hero Award Mens Lacrosse, 2005.New England Intercollegiate Lacrosse Association Senior All-Star, East Team member, 2005.Member, Future Friar Executives Club. Organized networking activities for job placement opportunities. Drexel University College of Engineering, Philadelphia, PA 2008 2011 Graduate Certificate, Goodwin School of Professional StudiesConstruction Management Certification Levels I IIICompleted OSHA Certification, a 30-hour course for Construction Safety and Health (2010) PROFESSIONAL MEMBERSHIPS / CERTIFICATIONSAmerican Subcontractor Association, Baltimore Current Board Member and Committee Chair of 'BYLders' (Young Leaders)Society of American Military Engineers, Mid Maryland Post Current Board Member (First VP) and Chair of Programs/EventsAssociated Builders and Contractors, Baltimore Chapter, Current MemberCatholic Charities of Baltimore Former Board Member of 'The Alliance' (aka Young Professional Leadership Committee)Philadelphia Surety Association Former Officer, 2009-2012, 2013-2016. |
