Candidate Bios

Below are confidential profiles of insurance professional we are currently representing in employment searches. Please reach out to our team directly to inquire more about specific search parameters.


Managing producer seeking a practice leader role.  Wants to move beyond being a producer with mentoring duties to strategic decision making over the division.  Phenomenal personal production track record averaging $150k-$200k/year personally with some years exceeding $450k. Risk management focused. Industry expertise includes healthcare, hospitality, private equity, retail and employee benefits.  Targeting opportunities in the Southwest and West Coast. 

Seasoned insurance executive with multi-state regional leadership at a Top 10 national firm overseeing sales, service and M&A for retail and wholesale employee benefits, property and casualty and wealth management. Responsible for approximately $45MM in revenue, 10 offices and 200 employees. Functioned as the Benefits and P&C practice leader. Introduced and/or expanded verticals in professional lines, medical malpractice, transportation, mining/energy, municipalities and manufacturing.  Open on relocation preferences.

Management of daily operational functions for the claims administration unit including budgeting, staffing, developing best practices, and reviewing financial results. Processes including call center management, new claim assignments, workflow adjustments, statistical reporting, payment processing and quality control.  Subject Matter Expert and Project Manager for the development of policy/claims administration systems and document management systems.  Other knowledge areas include statutory accounting practices, product and rate filings, risk modeling and systems application management.

Strategic leader with a successful track record in managing an international personal lines portfolio.  A uniquely deep and broad experience in operations and underwriting including product development, pricing, reinsurance, distribution, and auditing.  Led a team of 15 to build a $33M global portfolio. Responsible for all aspects of the business with full P&L. Led the underwriting team in an effort with regional actuaries to consolidate +30 individual country rate plans into a single military auto program, including a consistent underwriting approach.

Subject matter expertise in regulatory compliance. Specializing in life insurance and fixed annuities. Particular expertise within regulatory compliance, research and analysis, process development, implementation, complaint resolution. Select highlights: Ensure accurate and proper filing of products through SERFF and UCAA systems. Drove due diligence for acquisitions, ensuring client and corporate records were acceptable before the company purchased an insurance company or assumed a block of business; also ensured that all appropriate departments of insurance were notified and approved during company acquisitions. Drove company filings and policy form filing submissions to achieve compliance and approval in a timely fashion according to state insurance regulations. 

With a degree in accounting, this seasoned Benefits Account Executive is a former group health underwriter who spent eight years evaluating fully insured and ASO/self-funded cases up to 15,000 lives.  The past ten years has been on the broker side- regional and national- in client management.  Splits time 50/50 between inside tactical execution (plan management, financial analysis, benchmarking and funding design) with client meeting (RFPs, training personnel, vendor management, communication/enrollments, reviews and sales presentations). Excels in a client facing leadership role consulting on group plans as well as corporate and executive benefits programs.  Enjoys the team management aspect of a senior role.  Interested in relocation to the Midwest or the East Coast.

Highly effective senior finance and business executive with public company experience (both life and property-casualty insurance) that includes diversified product lines and financial management. Consistently demonstrate the ability to provide strategic insight leading to increased profitability and efficiencies in operational and financial reporting, analysis and control function.  Expertise includes: Financial Planning & Analysis, Strategic & Business Planning, Due Diligence / M&A Support, US GAAP/ IFRS/ SEC / Statutory Reporting, Reinsurance Accounting & Reporting, Tax, Finance Transformation, Post-Acquisition Integration, Process Re-engineering.

Negotiated medium to large blocks of business from wholesale, retail and cluster distribution models.  Focused on commercial Ag, vertically integrated farms and ranches, equine and equine mortality.  Managed and coached nationwide sales force. Product expertise includes: Farm, Ranch, Equine Liability, Livestock Mortality, GL, E&O, EPLI, Middle Market, Vertically Integrated Commercial AG, Commercial Auto, Personal Lines, Private Passenger Auto, Business Owners Policy, Professional Liability.

Type of position(s) interested in include: Director of distribution and Sales, Underwriting Leadership, Sales Manager for General Agency or Retailer, Program Manager for Farm and Ranch lines of business, Executive Underwriter. Unique background includes product development which provides this candidate with the skillset and ability to design insurance products.