Manage 20-30 complex Commercial Lines insurance accounts, providing expert guidance and support to clients, ensuring renewals and client satisfaction while collaborating closely with Sales Teams and negotiating with carriers effectively.

Engage with high-net-worth clients by managing their insurance needs proactively. Drive retention through expert advice, timely reviews, and tailored program recommendations while maintaining a high standard of service and accuracy.

Transform client engagement by expertly managing Tier 2 and 3 accounts, ensuring high retention and comprehensive risk assessments while providing exceptional service and insights in property and casualty insurance.

Deliver expert guidance as a Senior Account Manager for complex employee benefit accounts. Engage closely with clients and insurance carriers, ensuring quality service and compliance expertise while managing renewals and plan customization.

Engage affluent clients to develop tailored insurance solutions while achieving sales goals. Build relationships with centers of influence and leverage USI's resources to drive new business through outreach and proposal presentations.