Marsh

Senior Vice President

Americas Portfolio Manager

Vice President

Account Executive

Assistant Vice President

Responsible for managing client insurance renewal process, client requests and questions for 14 accounts with annual revenue ranging from $50K to $1M. 
Prepares and presents key documents for Renewal Strategy and Proposal presentations.
Assists with various billing, accounting and financing for insurance premiums on all accounts. 
Client profiles include aviation, banking, real estate, retail, food & beverage, transportation, construction, oil and gas, and hospitality.

Associate Account Executive

Assisted Client Executives in managing a book of business ranging from $50K to $750K in annual revenue. 
Addressed emerging risk issues and analyze businesses changes for upcoming renewals.
Produced Loss Projection Models (LPM) to help understand potential losses. 
Frequently met with clients to address any issues or concerns with regards to risk management and insurance. 
Analyzed audits and Financial Data as it relates to Collateral reviews.

Global Risk Managment Risk Analyst - TRAC Associate

Assisted with gathering information from clients, assessing their insurance needs and determining their risk profile. 
Maintained key relationships with underwriters from various insurance companies.
Assisted with reviewing insurance policies and negotiating favorable terms and pricing. 
Analyzed key coverage terms and provide insight to our client team.

Property Placement - TRAC Associate

Morgan Stanley Investment Management

Assisted Financial Advisors in maintaining client accounts.  
Prospected clientele with a required investment of $250,000 or more.  
Discussed various types of investments and portfolio management techniques to potential clientele
Experienced in discussing and marketing different financial instruments.

Financial Advisor Associate

University of Houston

Discussed assigned duties with classroom teachers in order to coordinate instructional efforts. 
Prepared lesson materials, bulletin board displays, exhibits, equipment, and demonstrations.

Mentor/Teachers Assistant

Experienced risk management and broker professional with a demonstrated history of working in the Insurance industry. Skilled in Client/Account Management, Portfolio Management, Teamwork, Project Management, Data/Financial Analysis, and Excel. Strong business development professional with a Bachelor of Business Administration (BBA) focused in Finance from University of Houston.

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