Regarded in the industry as an insurance policy technician, I review coverage forms, negotiate coverage, tour facilities, and analyze companies’ risk. My clients have an external resource, make informed decisions and have confidence in knowing that somebody is helping them manage their risk.
It all begins with learning a company’s operations and management philosophy in order to understand the risk involved with its business. Once the risk is analyzed, our goal is to utilize our insurance market relationships to negotiate the broadest terms & conditions in the marketplace at the best overall value to our clients.
My career in commercial insurance began after I graduated a year-long commercial insurance training program. After spending 12 years with a top 10 brokerage firm in the U.S., I joined IOA in 2009. My background includes brokering over $135,000,000 in written premium during my 18+ years of retail brokering experience with zero errors & omissions claims.
I am also an IOA Risk Score Practicing Partner.