Advise private equity firms on risk management strategies for M&A transactions, structuring insurance solutions including Property, General Liability, Workers Compensation, Commercial Auto, and various other P&C programs. Both Loss Sensitive and Guaranteed Cost.
Lead insurance due diligence for deals ranging from $20M to $1B in enterprise value across multiple industries, identifying key coverage gaps and negotiating favorable policy terms.
Currently handle ~$11M in written premium
Account Manager
Alper Services LLC
02.2017 - 03.2020
Perform risk management analysis and provide risk management advice through identifying all exposures to loss, inherent to each individual Client
Develop program design, marketing strategy and proposals for current and prospective Clients in collaboration with the Account Executive/Producer
Manage and identify information regarding policy changes, account renewal, and acquisitions
Negotiate coverage, premium terms and conditions of all P&C product lines
Manage assigned Client/Prospect accounts through all aspects of the policy cycle
Maintain abreast of expanding or changing insurance products, policy forms, and insurance industry trends
Claims Specialist
Avalon Risk Management
01.2016 - 02.2017
Draft and issue claim reports to claimants based on claim research
Communicate with claimants, trustor’s/principals and U.S
Customs regarding claim files
File petitions/protests against claims with U.S
Customs
Locate and research businesses for current contact information
Review bankruptcy correspondence and set up bankruptcy files
Minimize surety/trust’s exposure by proper review of claim and collection activity
Crew Chief
Air Force National Guard
01.2011 - 01.2017
Supervise the inspection of aircraft structures, systems, and components for defects
Coordinate maintenance procedures to meet operational commitments
Supervise and assist in launching, recovering, and refueling aircraft
Review maintenance forms and aircraft records to ensure complete documentation
Perform and supervise airfield management activities
Remain current and qualified in assigned aircraft certifications