Professional Summary
Licensed Senior Insurance Agent with extensive background in commercial property, casualty, and specialty coverage for mid-sized enterprises. Recognized for high client retention, rigorous risk profiling, and building enduring relationships between policyholders and regional underwriting carriers.
Professional Experience
Pinnacle Shield Insurance Group
Chicago, Illinois
Senior Commercial Insurance Agent
Apr 2021 – Present
- Manage a portfolio of 180 mid-market commercial accounts spanning manufacturing, distribution, and professional services across the Midwest.
- Negotiate comprehensive property, general liability, and workers compensation packages with surplus lines and regional underwriters.
- Conducted quarterly exposure reviews that improved client retention rates from 88% to 94% across designated book of business.
- Mentor five junior account producers in commercial policy structuring, risk appetite assessment, and client presentation techniques.
Lakeshore Risk Partners
Chicago, Illinois
Commercial Lines Account Executive
Jun 2017 – Mar 2021
- Generated commercial and personal lines policies by conducting on-site risk assessments and identifying coverage gaps for emerging businesses.
- Collaborated with underwriting teams to place complex coverage endorsements for specialty liability and cyber exposures.
- Managed annual renewal negotiations and claims advocacy for over 220 active commercial policyholders.
Heritage Valley Mutual Agency
Chicago, Illinois
Associate Insurance Agent
Jul 2014 – May 2017
- Marketed homeowners, automobile, and umbrella insurance policies directly to individual clients and small business owners.
- Assisted clients through initial claims intake, ensuring accurate documentation and timely coordination with adjusters.
Education
DePaul University
Bachelor of Science · Risk Management and Insurance · Chicago, Illinois · 3.8 GPA · Sep 2010 – May 2014
Coursework emphasized commercial liability, actuarial principles, risk mitigation techniques, and insurance contract law.
Selected Initiatives
Commercial Risk Audit Framework
Feb 2023 – Nov 2023
- Designed a standardized coverage audit framework for commercial accounts, cutting gap analysis turnaround time by 30%.
- Authored carrier-submission best practices adopted across twelve regional producers to accelerate quote binding times.
Areas of Expertise
Commercial Property & Casualty
Risk Assessment & Analysis
Underwriting Carrier Relations
Policy Structure & Negotiation
Client Retention & Servicing
Workers Compensation
General Liability
Claims Advocacy
Cyber Liability Coverage
Insurance CRM Platforms
Languages
English
C2
Spanish
B2
Certifications & Licenses
Property and Casualty Producer License
Illinois Department of Insurance · Aug 2015
Chartered Property Casualty Underwriter (CPCU)
The Institutes · Mar 2018
Life and Health Insurance Producer License
Illinois Department of Insurance · Nov 2016
Community Involvement
Midwest Community Financial Literacy Initiative
Chicago, Illinois · Jan 2022 – Dec 2024
- Volunteer Risk Education Instructor
- Delivered bi-annual workshops on basic personal liability, property insurance basics, and financial preparedness for local first-time homeowners.