Objective
Strategic thinker, researcher, and analyst with high standards for risk management. Communication, technical, and technology talents with a first rate academic background have brought 21st century intelligence to the old and wise field of Global Marine Insurance along with an enthusiasm for business.
Experience
Aon Risk Services Northeast, Inc.; Marine Hull & Liability; New York, NY
Associate Broker, January 2008 to January 2009
Market, place, and service retail insurance programs for Middle Market and Large, Risk Management size accounts ranging from commercial mega-yachts to well-known ship repairers, defense contractors, and government entities. Perform several roles including Relationship and Account Management, as well as technical and administrative. Risks include: Protection & Indemnity (P&O), Hull & Machinery (H&M), Crew Welfare / Medical, Ship Repairers Legal Liability (SRLL), Marine Terminal Operators Liability (MTOL), Stevedores Legal Liability, Charterers Legal Liability, and General Liability.
- As Account Manager for BAE Systems Ship Repair, provided quick turnaround on policy issuance, certificates of insurance, and required endorsements for Marine Coverages.
Corrected potential Errors & Omissions issues which had stood in place for several years.
- Coined the motto “Every day is BAE Day“ to reflect attitude towards client service.
- Created “Speed Dial” spreadsheets for State of Israel Ministry of Defense (Cargo and Charterers), Fugro, BAE, and CBS Productions to expedite turnaround on renewals and adjustments due to changes in vessel and activity schedules.
- Resolved premium calculation conflicts between the markets, clients, and brokerage in the U.S. and U.K..
- Go-to problem solver on technical and premium rate issues.
- Established strong relationships with client risk managers and C-level executives as well as internally at Aon.
Marsh USA, Inc.; Global Marine & Energy, Property; New York, NY
Client Advisor (Broker), August 2004 to January 2008
Broker and service Retail, Reverse Flow, Facultative, and Captive Reinsurance, All Risk Property programs with both U.S. and European markets to provide risk transfer solutions to Middle Market and Large / Risk Management clients including Ports and Terminals, Oil & Gas, biofuels, alternative energy, pipeline, offshore platform, petrochemical, and LNG liquefaction clients.
- Became the resident expert on Excess and Surplus Lines filings.
- Audit of two files chosen at random scored 98% and 100% for Compliance, Transparency and Disclosure.
- Assigned as the resident guru on Marsh’s new electronic filing system--Client Desktop--and trained the Marine Department on the new system through regular classes as well as being available to answer any questions.
- Supported Cargo and Liability departments when they were short-handed.
Education
Harvard University: Cambridge, Massachusetts
BA, Social Science, Class of 1997
Certification
Broker of Insurance, Property & Casualty licenses held in New York, New Jersey, Connecticut, and Kentucky.
ARM (Associate Risk Management): Currently pursuing this professional designation.
Skils
Expert and avid user of Excel, Word, PowerPoint, Lotus Notes, Palm Desktop, Adobe Acrobat, and others.
Fluent in Japanese