Primary Responsibility:
Direct, manage and supervise the daily operations of an Insurance Brokerage and Consulting firm that provides marketing of insurance programs, design, review, and placement of Insurance for commercial and personal clients. Develop, implement, and administer Risk Management Programs based on identified needs of client.

Responsible for providing sound decision making in the following areas: estimating and bid preparation, selection and termination of management and administrative personnel, supervision and operations, financial decisions, contract execution, project and office management, marketing/ sales, purchasing, accounting matters and all legal affairs.

GENERAL RESPONSIBILITIES:

• Financial decisions
• Administrative Management Information
• Performance and salary reviews of all personnel
• Project and Office Management
• Marketing /Sales
• Purchasing
• Accounting matters
• All legal affairs

TECHNICAL ACTIVITIES:

• Coordinate and supervise estimating and bid preparation
• Attend and participate in the Pre-Bid Meetings as required
• Identify Risk Assessment
• Determine program design
• Complete all applications for the markets
• Marketing and Negotiations
• Contract review
• Budget review
• Policy Guidelines
• Claims management

OPERATIONAL ACTIVITIES:

• Responsible for the technical and administrative operations of the company
• Develop and coordinate company Operating Plan
• Determine Policies governing the application of company funds and usage of company facilities, equipment, personnel and other resources
• Determine, authorize and/or execute contracts performed by the company
• Negotiate and execute lease agreements on behalf of the company
• Prepare pre-qualification applications to perform on contracts
• Establish and implement company's Business Plan, which includes short and long-term goal and objectives

ORGANIZATIONAL ACTIVITIES:

• Prepare and implement Organizational Plan for the company
• Direct Administrative operations
• Select and terminate administrative and management personnel
• Determine the salary and wage structure implemented by the company
• Establish professional relationships between the company and representatives of government, vendors, customers, associations and the public
• Retain legal counsel of the company to handle its legal matters
• Custodian of the corporate records and seal of the corporation
• Maintain stock books of the company
• Record minutes of the shareholders' and board of directors' meetings
• Develop and implement marketing Plan
• Develop and implement training program for all professional employees

FINANCE ACTIVITIES:

• Establish, monitor and develop professional relationships with banks, bonding companies,
• accountants, legal counsel, vendors and customers
• Determine annual budget of company, which includes capital and expenditure components
• Authorize expenditure of company funds
• Responsible for the maintenance of books of account
• Manage all funds and securities of the corporation
• Review and approve financial statements of the company and auditor's report review and execute corporation income tax returns
• Prepare and implement company's business Plan to ensure profitability of company

1999 to 2001
President
Corbis Insurance Services, LLC

Responsibilities:
Served as President of a full service insurance brokerage firm specializing in property/casualty insurance placements

1997 to 1999
Senior Vice President/Sales Professional
J&H/Marsh & McLennan

Responsibilities:
Focused on primary goals on growth and penetration. Identified, pursued and developed new business opportunities with emphasis on Middle Market, Municipalities/Public Entity and Fortune 1000 companies. Developed account sales strategies, including the identification of brokers and client representatives to be involved in the sales presentation process. Supported service team in transitioning new client activities and followed-up with client to ensure quality service. Cultivated the working relationship between the team and the client.

1993 to 1998
Vice President/Sales Professional
Marsh & McLennan

Responsibilities:
Assessed and researched needs of potential prospects and created appropriate programs for formal presentations. Planned, directed and managed key programs for new clients, ensuring smooth and successful implementation of programs by service team and marketing department.

1990 to 1993
Vice President/Manager
Marsh & McLennan

Responsibilities:
Managed unit with total income of $1.6 million consisting of six professional Property and Casualty Client Representatives and Technical Assistants. Perform salary review and employment interviews, (with the full authority to hire or terminate employment). Significantly increased revenues of this unit by developing and implementing individualized programs for prospective clients. Responsible for maintaining agency market relations for seven markets. Managed, underwrote and had the "pen" for two major programs (CIGNA and Continental). Significant development of new and "penetration" businesses. Maintained an 87% retention level.

1987 - 1990
Assistant Vice President/Manager
Marsh & McLennan

Responsibilities:
Managed unit with income portfolio of $1 million and supervised six professional staff. Account executive with annual revenues of $250,000. Held full underwriting authority for the CIGNA program.

1978 - 1987
Marsh & McLennan
Chicago, Illinois

Responsibilities:
Joined Marsh & McLennan in 1978. Assisted client representatives and accounting executives in the placement and service of commercial accounts before being promoted to Assistant Vice President and Manager in 1987.

1976 - 1978
Exchange Insurance Planners
Chicago, Illinois

Responsibilities:
Office Manager. Supervised daily operations of a small minority-owned commercial/personal lines insurance brokerage firm. Responsible for day-to-day operations which included:

• Productivity of four client representatives
• Monitored and tracked all sales activity
• Authority for quoting and issuance of binders
• Hiring and terminating of all administrative personnel
• Review and analyzed insurance coverage

1972 - 1976
Hartford Steam Boiler and Insurance Company
Chicago, Illinois

Responsibilities:
Rater, Underwriter - Boiler & Machinery

EDUCATION

• Roosevelt University - Chicago, IL
• Cannon's Business College - Honolulu, HI
• Tuck School of Business - Hanover, NH

PROFESSIONAL AFFILIATIONS

• Airport Minority Advisory Council
• Compto (Conference of Minority Transportation Officials)
• National Association of Women
• National Association of Healthcare providers
• ASHRM
• Leadership committee of The United Negro College Fund
• Chicago Minority Business Development Council
• Chicago Minority Business Opportunity Committee
• National Minority Suppliers Development Council
• ABLE (Alliance of Business Leaders and Entrepreneurs)
• Board Member of Literacy Chicago

INSURANCE/BUSINESS TRAINING

• AMS Systems
• CPCU (Completed 5 courses)
• Miller Heiman Sales Training Strategic/Conceptual
• Selling By Phone
• Marsh & McLennan Principles of Property 1,2 & 3
• Marsh & McLennan Principles of Casualty 1,2 & 3
• Marsh & McLennan How to read Financials
• Marsh & McLennan Time Management
• Marsh & McLennan Management Training
• Cigna Insurance Company Underwriting crash course
• Turner Construction Business Management Academy
• Black Contractors United

COMMUNITY AFFILIATIONS

• Established a non-for profit day care center in Hawaii 1970/1971
• Leadership Committee for the United Negro College Fund 2001
• Facilitated for Inroads - Chicago Chapter
• National Organization for Women
• National Association of Healthcare Providers
• Airport Minority Advisory Council
• National Association of Women Business Owners
• Professional Independent Insurance Agents of Illinois
• Facilitator for Turner Constructions Leadership and Construction Training Program
• Facilitator for BCU (Black Contractors United) Leadership & Management Program

MAJOR CLIENTS INCLUDE

• Chicago City Colleges
• Chicago Transit Authority
• Loders Croklaan
• University of Chicago
• State of Illinois
• Chicago Public Schools