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285 Coral Lane | Columbus, Ohio 43215
TRAINING PROGRAM DELIVERY / RISK MANAGEMENT
Safety Training & Development Risk Management & Mitigation Value-Added Services
Client Relationship Cultivation Team Collaboration Contract Review & Analysis
Accomplished and dedicated business professional with a background that reflects the ability to engage and
educate staff in the effective utilization of new systems to facilitate successful business efforts. Employ teaching
competencies to share new concepts in an interesting and effective way. Work with clients to avoid potential
hazardous situations. Previously collaborated with the Ohio Ground Water Association to teach a workers’
compensation safety on-the-job class.
Highly skilled in conducting needs analysis and devising custom solutions that meet clients’ professional
objectives. Review and evaluate contracts for work associated with the oil & gas industry. Adept at managing
multiple tasks simultaneously and readily assume increased responsibility to surpass business expectations.
Committed and motivated with demonstrated skills working in dynamic environments.
TRAINING COMPETENCIES
Assisted with the professional development of Farmers′ Insurance staff to effectively utilize computer
software and coverage forms, which improved accuracy, efficiency, and timeliness of business efforts.
Trained agents on rating and processing programs throughout Alabama, Tennessee, and Louisiana for
Farmers′ Insurance. Programs included Exchange, ChoicePoint, and AMS rating software.
Solicited and assisted agencies with book rolls and new business production. Monitored and worked
with agents to increase production, manage loss ratio, and facilitate performance with Arnold Insurance.
Coordinated and successfully managed group training efforts, including obtaining facilities, scheduling
training dates, and confirming attendance by agents. Created materials and presented information during
in-classroom sessions.
CLIENT RELATIONSHIP DEVELOPMENT & MANAGEMENT
Underwrote and assisted clients with risk management techniques to minimize exposure to loss. Served
as a collaborative and knowledgeable business partner to analyze potential hazards.
Marketed renewal accounts to ensure clients were offered correct coverage at a competitive price, which
resulted in a 95% retention rate from the existing book of business.
Worked with clients in the oil & gas industry to review contracts and determine possible conflicts
and/or gaps in coverage with current insurance coverage policies.
Spearheaded research efforts as part of soliciting and marketing new business to meet quarterly
objectives and increase agency profitability. Successfully guided the ongoing growth of an existing book
of business, including endorsing policies, and conducting mid-term audit checks.
Maintained ongoing client contact, including conducting analysis of contracts to ensure existing
coverage met contract requirements. Monitored client certificates to facilitate compliance with the
insuring company’s guidelines and regulations.
PROFESSIONAL EXPERIENCE
Commercial Producer – Village Insurance, Grove City, Ohio 2006-Present
Successfully solicited, researched, and marketed the business to meet or exceed quarterly objectives for an
independent insurance agency with $1.75 million in sales specializing in commercial property and casualty with
clients throughout Ohio.
− Played a key role in increasing the closing percentage of prospect files due to the implementation of the
suspense / diary system, which contacts prospects at the time of policy expiration.
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