USG Insurance Services, Inc.

Producer/Broker: Team Lead, Cannabis

Patrick’s PALS

Honorary Chair

CANNACOVER®

President

Jencap

Vice President & National Product Leader - Cannabis Practice

Broker

DeCotis Specialty Insurance, Inc.

Beazley

Part of US Operations for global insurance company specializing in professional liability for Architects & Engineers (A&E).   Assists Underwriter’s in all aspects of the underwriting life cycle - from submission clearance, rating, quoting, binding and policy issuance to servicing of bound accounts and renewal solicitation/retention.
 
• Promoted after a year from the Private Enterprise Team to support the Product Leader and head of the US Professionals Underwriting Group, writing large risk policies with premiums in excess of $1M.
•  Selected to participate in several cross functional focus groups and other ad hoc project teams, serving as a product and process expert and liaison between the Operations and Underwriting divisions.
• Serves as Team Technical Lead, “Super User” and Business Analyst for new proprietary underwriting system. Conducts system release testing and data fixes; recommends and implements process improvements and provides user training for new releases.
• Recognized by the head of US A&E Underwriting Team for continually providing outstanding quality and professional customer service to internal clients and brokers.

Underwriting Assistant

Ultimate Staffing

Contract employee for MFS Investment Management in the Mutual Fund Transfer Agency. Responsible for processing financial transactions and maintenance services on individual and corporate client accounts with account assets in the $10M’s. Serviced up to 80 incoming calls daily, primarily from brokers and shareholders assessing their needs and researching answers to time sensitive questions in an extremely volatile market.
    
    *      Accelerated to multiple Retirement Plan Training classes and promoted to Retirement Plan Services Representative in less than (3) three months.

    *      Trained in the all aspects of Traditional, Roth, Simple, SEP, and SARSEP IRA’s as well as 403(b) Tax Sheltered Annuity’s, Money Purchase Pension Plans, Profit Sharing Plans and Retail Accounts for individuals, charities, corporations etc.

Contractor

Schoenherr Rechtsanwaelte

Internship for the 2nd largest private law firm in Austria. Recruited by Herr Dr. Sascha Hödl, Senior Partner and the firm’s mergers and acquisitions specialist.

    *      Served as Data Room Supervisor, responsible for the supervision and disclosure of proprietary information and documents for Swiss Attorneys in the course of due diligence.

    *      Observed many important conference calls with lawyers and top management of major international firms, GE for example, and other firms with International interests.

    *      Under strict deadlines, functioned alone and on teams with associates to complete important research assignments crucial to the firm’s dealings.

    *      Reviewed and translated legal briefs and other salient papers and reports.

Intern

Experienced, solution driven E&S Broker and Underwriter with a demonstrated history of success working in the cannabis insurance industry. AKA “The Cannabis Insurance Ninja” 🥷 

Taplio

Erich Schutz, CIC's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Erich Schutz, CIC's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Erich Schutz, CIC's Linkedin Analytics