Additional Comments
Engaging storyteller type, genuinely cares for her clients -highly ethical individual. She does the sales and service on her book, proactively reviews renewals on an exception basis to ensure retention, will contact and remarket if rates increase more than 10%, her clients know they are in good hands.
She is looking for a brokerage with good markets, the ability to write PL & CL Lines with some autonomy. She writes clean business, with a loss ratio of between 31% to 39%.