South Orange, New Jersey, United States
Risk management specialist with higher contact and understanding of each industry with which I have consulted over the past 25 years; environmental, construction, and real estate. Since 2012, consulting as an in-house risk manager for a $37B REIT headquartered in San Francisco. Specialties: ERM, RMIS, Workers' Compensation, Non-traditional Risk Transfer, Real Estate and Development
Relation has provided me the opportunity to develop in Risk Management by serving as a Director of Risk Management for a $37B REIT headquartered in San Francisco on a fully outsourced and dedicated basis. I've worked closely with the firm to develop their internal risk management protocols, and systems and integrate fully within the enterprise.
Responsible for account service and production of risk management accounts with a focus on retail and technology sectors. Account service includes all aspects of insurance transaction from program design, benchmarking and limit adequacy studies, program marketing, policy form review and comparison, loss control, contract review, claims handling, stewardship. Due diligence studies performed for all client acquisitions. Management of San Francisco property & casualty team including annual reviews, budgeting, service and quality control monitoring. Maintained carrier relations for San Francisco office and negotiated growth and contingency goals. Book revenue of $3.5MM under management with assistance of six associates.
Responsible for the design, marketing and placement of insurance programs for commercial lines Risk Management business generating over $250,000 annual revenue including Fortune 1000 companies within this office and all new risk management business. Strengths include complex workers’ compensation programs and large property risks. Prepared loss aggregation/analysis tools to assist in marketing and exposure/rate analysis documents for insureds. Attended client renewal meetings where requested by service teams for support. Restructured and automated via PowerPoint the quarterly marketing presentations discussing market conditions, quarterly results, company changes, and contingency updates. Monitored and met new business goals with partnered markets to maximize contingency returns.
Central point of contact for clients. Client service inclusive of annual stewardships meetings, renewal questionnaires, marketing, renewal proposals, policy checking, summaries of insurance, exposure analysis, claims reviews, project bid rates, classification analysis, and account budgeting. Accountable for successful servicing of clients by maintaining service timelines with the help of three account administrators. Maintained a book of business in excess of $1M annual revenue. Well trusted and utilized by other service groups and producers for consulting and servicing of existing clients undertaking construction projects.
Provided administrative assistance for daily servicing of clients. Daily servicing included issuing certificates of insurance, claims reporting and maintenance. Prepared annual service documents such as renewal specifications, renewal proposals, client handbooks, client policy files and claims manuals. Assigned to a large variety of middle market accounts. Participated in Producer/Sales training.