Teams at Risk Strategies

Lead Commercial Lines expansion in Northern California by identifying growth markets, driving organic revenue, recruiting and mentoring producers, partnering cross-functionally to cross-sell, managing CRM and pipeline analytics, and maintaining carrier and community relationships to support complex commercial placements.

Lead enterprise insurance analytics initiatives supporting underwriting, claims, finance, and operations. Build reporting and dashboards, ensure data integrity across TPAs and systems, support captive program performance, partner with actuary and IT, and present actionable insights to leadership.

Perform high-level reviews of aggregate stop loss and accommodation claims, validate eligible expenses under stop loss contracts, evaluate enrollments and attachment calculations, produce audit reports and exhibits within company timeframes, and support process improvements and implementation.