CONSULTING ASSOCIATE

• Consulting and compliance services for lenders, construction managers, and owner representatives; Conducts insurance reviewed for commercial real estate loans including meticulous documentation review to ensure coverage meets all necessary requirements and are appropriate for the collateral; Reviews loan agreements; Managers and assists with lease and tenant coverage compliance analysis
• Credentials- BA Political Science (York College of Pennsylvania); Licensed South Carolina Insurance Producer
• Former Commercial Lines Underwriter; managed agency partnerships, new business, renewals, and endorsements including risk assessment and portfolio performance for a $15 million dollar book of business
• Former Personal Lines Underwriting Analyst; evaluated and identified policies with potential rate evasion and/or fraud to return over $8 million in premium back to the company from misrepresentation; partnered with portfolio analysts to identify areas of rate evasion and fraud and provided agency training to assist in minimizing the potential for rate evasion or fraud.