University Hospitals

Manager, Insurance & Risk Management

Supervisor, Insurance & Risk Management

Senior Risk Management Analyst

Oswald Companies

Senior Client Manager

Responsible for marketing, negotiating and placing P&C insurance coverage for Real Estate clients.  

Serve as the accounts' day-to-day contact for requests such as contract reviews, coverage questions and changes, new acquisition due diligence, etc.

Collaborates with Sales Leader and carrier partners to strategically grow Real Estate practice.

Client Manager

Provides daily support to the Real Estate P&C practice and clients, including client deliverables, premium allocations, brokerage and marketing support to Client Managers and Sales Leader. 

 Compiles documentation for new acquisitions and refinancing deals and assists with lender negotiations. 

Vice Chair of OswaldCLIMBS, internal young professional organization, founded to support the development of the next generation of Oswald leadership.

Client Service Administrator

Farmers Insurance

Develop and implement marketing programs to promote Farmers Insurance and Agency

Responsible for increasing market share and growth within Agency

Review and assist customers on finding a better way to manage their insurance

Account Executive

Collaborates with Sales Manager and Agency Business Consultants to effectively train and support new and existing Farmers Insurance Agents in the Cleveland market.

Develops and presents training curriculum to new Reserves and appointed staff within the District.

Offers guidance and support to new agents on marketing systems, consultative sales approach and Farmers systems and product knowledge.

Increased Career Conversion and Agency Development in the District 500% YTD over 2013 results.

District Trainer

Service Advocate II (03/13-11/13)
•	Analyze, clarify and resolve policy and account questions with internal and external customers
•	Communicates underwriting guidelines for personal lines insurance and marketing initiatives
•	Completed comprehensive personal auto underwriting training
•	Collaborates with peers to enhance and implement resources for all Service Operations employees
•	Currently completing AINS 21 coursework for Associate of General Insurance (INS) designation

Service Advocate (10/12-03/13)
•	Assist agents with managing their book of business in order to attract and retain clients
•	Confirm all transactions are compliant within Farmers and Department of Insurance guidelines
•	Utilizes competencies and skills to provide a positive customer experience

Service Advocate II

Nordstrom

Nordstrom (11/11-12/12)
Sales, the Rail
•	Maintain Nordstrom’s reputation for excellent customer service
•	Meet and exceed sales goals by building strong customer relationships
•	Educate clients on product knowledge and trend forecasts
•	Consistently leads department in volume sales, units per transaction and productivity year-to-date
•	Graduate of the Future Nordstrom Leaders program

Nordstrom Rack (10/10-11/11)
Merchandising Floor Lead, Women’s Department (09/11-11/11)
•	Set up and successfully opened the new Lenexa, KS store
•	Drive volume increases by utilizing extended product knowledge and leading the effort to stock and maintain merchandise
•	Provide side by side support to coworkers as necessary
•	Merchandise new product onto the floor and re-merchandising as needed

Sales Associate, Women’s Department (10/10-09/11)
•	Provide all customers with a positive shopping experience
•	Maintain visual standards of the department
•	Have an active awareness of merchandise in the department as well as the entire store

Sales

I'm a dedicated risk management professional with over 10 years experience.  I’m passionate about helping others and giving back to my community as well as the risk management/insurance industry. I currently serve on the Associate Board of United Way of Lake County as well as am the Chapter President of Northeast Ohio RIMS (Risk Management Society).

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