Resume
EMPLOYMENT HISTORY
ARTHUR J. GALLAGHER RISK MANAGEMENT SERVICES - May 2023 to September 2025
Client Service Manager (May 2023 to September 2025):
- Manage all aspects of the account management process for new and in force business.
- Analyze client coverage needs and prepare proposals for review by underwriters, to obtain insurance quotes.
- Assist company producers in handling and understanding the risks they are seeking to write coverage for.
- Help insureds understand insurance concepts, policy language and how coverage terms and conditions affect them.
- Specialize in servicing condominium master insurance policies and other commercial lines insurance business.
- Service a book of business exceeding three hundred insureds and one thousand policies (two-person team).
- Resolve issues with written business e.g. reinstatement requests, policy changes, accounting.
- Develop and maintain a database of in-force business, to aid in the management of the accounts in force.
- Seventeen years of experience in the insurance industry handling commercial and specialty (re)insurance business.
- Multiple important insurance industry accreditations acquired since 2011.
AVIA BROKERS, LLC - June 2022 to March 2023
Underwriting Manager (June 2022 to March 2023)
- Underwrite aviation (re)insurance business under a delegated underwriting authority for the company.
- Broker (re)insurance business that falls outside the scope of our underwriting authority.
- Follow underwriting guidelines to set coverage rates, terms, and conditions.
- Prepare policy documentation for written business.
- Analyze customer coverage submissions in preparation for underwriting.
- Present our coverage proposals to customers and work through the sales process.
RISK REINSURANCE HOLDINGS, INC. - April 2018 to June 2022
Insurance and Reinsurance Broker, President (April 2018 to June 2022)
- Establish Risk Reinsurance Holdings, Inc. as a (re)insurance brokerage company.
- Ensure compliance with all licensing requirements for myself, as a broker, and for the company.
- Develop content for an audience of insurance industry professionals on multiple platforms.
- Develop relations with clients and (re)insurers to write new (re)insurance business.
- Manage all aspects of the business written by the company.
- Transact (re)insurance business, negotiating coverage terms and conditions between (re)insurers and (re)insureds.
- As a Florida General Lines and Surplus Lines Agent - help individuals and businesses find insurance in the State (FL).
- As a reinsurance broker - source reinsurance coverage for clients internationally.
JARDINE RE INTERNATIONAL, INC. - February 2008 to April 2018
Reinsurance & Insurance Manager [(Re)Insurance Broker/Account Executive] (Feb. 2012 to Apr. 2018)
- Manage all aspects of the account development and management process for new and in force business.
- Analyze client coverage needs and prepare proposals for review by underwriters, to obtain (re)insurance quotes.
- Negotiate with clients and underwriters the most favorable coverage terms and conditions for all parties involved.
- Assist sub-producers and primary insurers in handling and understanding the risks they are seeking coverage for.
- Place diverse types of (re)insurance risks with (re)insurers such as aviation, property, and casualty.
- Transacted business under a line-slip to write aviation reinsurance business in Latin American and the Caribbean.
- Perform insurance negotiations in Spanish and English interchangeably and perform translations when necessary.
EDUCATION
Florida International University, Miami, FL (U.S.A.)
- B.A. in Economics - April 2012.
ACCREDITATIONS
- Chartered Insurance Broker.
- Associate of the Chartered Insurance Institute (ACII).
- Chartered Property and Casualty Underwriter (CPCU).
- Associate in Reinsurance (ARe).
- Accredited Adviser in Insurance (AAI).
- Associate in Commercial Underwriting (AU).
LICENSES
Florida Department of Financial Services
- General Lines Insurance Agent (2-20) - November 2007.
- Surplus Lines Insurance Agent (1-20) - August 2008.