Commercial Account Manager





Insurance Agency  (February 2021- Present)

Account Manager

  • Built and maintained productive client relationships.
  • Reviewed client policies, prepared loss summaries and recommended coverage adjustments.
  • Analyzed, negotiated, and prepared carrier quotes for renewals.
  • Provided consistent accurate and timely client communication.
  • Review audits and identify areas of improvement.
  • Strong understanding of Assigned Risk Workers Compensation and ceded carriers.


Cardiologist (February 2011- January 2021)

Business Manager

  • Solely responsible for day-to-day operations of two private cardiology offices.
  • Responsible for staffing, payroll, P&L sheets tax preparation and monthly billings.
  • Filled in as the clinical medical assistant and stress test technician when short staff.
  • Negotiated prior authorizations for cardiac medications with insurance carriers.
  • Completed all physician credentialing for medical license and Hospital Privileges.


Insurance Agency (May 2006- December 2009)

Personal Lines Agent

  • Worked with clients to provide homeowners, condo, auto and boat insurance.
  • Reviewed coverages and had detailed discussions to ensure accurate coverages.
  • Negotiated with carriers such as Chubb, Lloyds of London and multiple admitted and non-admitted companies.
  • Took multiple out of town business trips to other offices within our corporation to share tips on providing excellent customer service and optimize on sales techniques.
  • Worked with clients to diffuse situations calmly and accurately.


Commercial Account Manager

Currently managing a $5 million book





For Profit College, Present



Community College

Business Management





  • Marketing
  • Problem-solving
  • Ma Assigned Risk WC
  • Negotiating with carriers
  • Loss summary valuations
  • Communication
  • Project management
  • Applied EPIC
  • Applied TAM
  • MA Ceded Auto
  • EMR Systems





Personal Lines License Property & Casualty License

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