Industrious, proactive professional with 14 years of expertise in the insurance industry in the areas of team leadership, plan management, business development, account management, underwriting, claims adjustment, and accounting. Strong background working with financial institution clients, and knowledge of trends and developments in the financial and insurance industries. Establish strategies and partnerships that minimize risks, boost profitability, and drive client goal attainment. Successful in designing and executing sales and marketing strategies. Dynamic presenter who delivers comprehensive trainings that motivate productivity and performance.

Highlights:

• NJ PC license
• NJ A
• Series 7
• Insurance
• Risk Analysis
• SOX / Regulatory Compliance
• Underwriting Audit Processes
• Marketing