Champion customer relationships, enhance retention strategies, and support business development efforts for a large market portfolio while mentoring staff and ensuring high client satisfaction.

Champion employee engagement and quality standards by leading training initiatives, managing operations, and driving strategic improvements. Enhance team performance and customer satisfaction through effective coaching and development strategies.

Manage and enhance client relationships in Private Client Services. Drive growth by identifying new business opportunities and cross-selling coverage, all while overseeing team dynamics and ensuring comprehensive service delivery.

Support Account Executives by managing Energy & Marine accounts, ensuring accurate proposals, processing renewals, and resolving client issues while enhancing teamwork and maintaining data integrity in a collaborative environment.

Manage client relationships and service teams effectively, drive business growth, and lead sales efforts through strategic analysis and collaboration with Producers, ensuring comprehensive service delivery for a mid-market client portfolio.