Transform the Private Client Services landscape by managing accounts, leading a service team, and spearheading business development efforts to enhance coverage solutions and client satisfaction.

Empower teams by providing legal guidance on contracts and compliance, collaborating with various departments to ensure corporate legal matters are addressed effectively and proactively, while supporting strategic initiatives and risk management.

Champion risk management strategies and oversee corporate insurance policies. Collaborate with senior leadership to identify and mitigate risks, manage audits, and ensure compliance with regulatory frameworks. Drive risk mitigation programs and policies.

Elevate risk management solutions by designing and implementing comprehensive technical assessments and training programs. Collaborate regionally and nationally to provide support and drive client success through innovative loss control strategies.

Grow client relationships by ensuring satisfaction, developing new business, and mentoring staff in Private Client Services. Lead insurance renewals and marketing efforts while managing comprehensive coverage solutions for clients.