Commercial Account Executive-International - Union Insurance Group
(2024-05)
- Manage $15M+ in premium for commercial, union-affiliated, and non-profit clients
- Lead client service strategy for union contractors and labor organizations, ensuring compliance with contractual and trust requirements
- Oversee and mentor an account service team supporting renewals, servicing, and client deliverables
- Advise clients on tailored insurance programs including workers' compensation, cyber liability, inland marine, surplus lines, and package policies
- Contract and financial statement reviews
- Execute renewal strategy including pre-renewal planning, carrier marketing, negotiation, and client presentations
- Drive retention and account growth through proactive risk management and strategic coverage placement
Account Manager & Business Development - Ace Hardware (Insurance Agency)
(2022-07 - 2024-05)
- Managed insurance programs for Ace Hardware franchise territories across the Western United States
- Generated over $600,000 in new business sales within the first year
- Managed and expanded a portfolio of retail and contracting franchise accounts
- Developed new business opportunities and cross-sold property and casualty insurance products
Account Manager / B2B Team Lead - Insureon
(2018-07 - 2022-07)
- Managed approximately $8.4M in premium across diverse commercial industries
- Led client retention, renewal strategy, and organic growth initiatives
- Increased monthly new business production from $50K to over $100K through consistent sales performance and pipeline development
Client Service Specialist - McNichols (Industrial Metal Supply)
(2018-03 - 2018-06)
- Led Midwest e-commerce sales initiatives generating over $500,000 in monthly gross sales
- Supported CAD-based design review and coordination for interior and exterior projects
Business Development Specialist / Account Executive - AssuredPartners
(2016-11 - 2018-03)
- Prospected and developed new commercial insurance opportunities
- Managed small commercial accounts averaging $50,000+ in revenue
- Supported cross-selling initiatives within existing client base
Sales Development Specialist - Stericycle
(2015-02 - 2016-11)
- Consistently exceeded sales and compliance performance targets in OSHA and environmental services
- Recognized by leadership for excellence in presentation and client engagement
