Marlton, New Jersey, United States
With over 10 years in the insurance industry, I specialize in building agency relationships that drive revenue growth and deliver results. My career has been built on combining strong client service with strategic execution. Whether that’s optimizing sales performance, developing partnerships, or implementing marketing initiatives that move the needle. I’m fully licensed in Property, Casualty, Life, and Health Insurance in New Jersey, and I thrive in environments where accountability and long-term thinking go hand in hand. Let’s connect if you’re looking for a proven insurance professional who brings both strategy and hustle to the table.
Leading agency relationship strategy and revenue growth as a senior member of the executive team. Responsible for driving the continued expansion, strategic development, and operational excellence of Pacific Crest Service’s agency partnerships. Focused on building and deepening carrier and agency relationships, optimizing book composition, and translating field-level insights into enterprise-wide growth initiatives.
I lead, coach, and mentor a team of Growth Advisors and Member Success Partners to drive member revenue and premium growth while optimizing services across the Renaissance platform for member agents.
•Managed relationships with new and existing members in New Jersey and Pennsylvania, strengthening partnerships to support business objectives. •Recruited new members to expand the network footprint and enhance market presence. •Instrumental in achieving aggressive growth targets by collaborating with member agencies and carriers.
•Led new business growth in Pennsylvania increasing premium to $5 million within two years. •Managed and supported Prudential Financial Advisors across New Jersey, New York, Pennsylvania and Connecticut, ensuring sales growth and productivity. •Developed strong advisor relationships to enhance sales performance and drive business success.
•Developed and implemented programs to enhance regional market development, underwriting effectiveness and productivity initiatives. •Ensured brand consistency by maintaining company brand standards across all marketing and communication efforts. •Supported performance tracking by Division Agency Managers in monitoring and analyzing production results. •Provided administrative and strategic support to the Regional Marketing Administration Manager to drive operation efficiency and business growth.
•Led and supervised a top-performing customer service team, ensuring efficiency and top-tier service delivery. •Managed policy transactions by overseeing issuance and processing changes to enhance customer experience and accuracy. •Resolved customer inquiries by analyzing and addressing policy and account-related questions across all lines of business while fostering strong relationships with agents and customers.
•Processed policy transactions accurately through company systems to ensure seamless operations. •Performed quality assurance by reviewing processing accuracy, underwriting authority, and record documentation. •Managed workflow & compliance by monitoring team operations and ensuring adherence to company service standards.