Description: With over two decades of experience in property and casualty insurance, this dynamic leader specializes in high-net-worth personal insurance solutions. He is recognized for establishing trusted client relationships, integrating brokerage operations, and developing high-performing teams. His proven track record includes driving growth, optimizing workflows, and elevating client experiences through innovation and boutique service. He excels at balancing strategic leadership with hands-on client ad
Goal: Considering a Personal Lines Account Manager role or a Sales Commission position, either with a base salary or a base salary plus commission
Accomplishments: CAIB 1 Group Leader,RIBO – Unrestricted.Built and executed High-Net-Worth insurance strategy, increasing revenue and market share. Automated renewal processes and workflows, improving productivity and client turnaround. Established anti-theft initiatives and cross-sell programs, enhancing client loyalty and retention.