This candidate offers over 10 years of Commercial Insurance experience which includes managing accounts, marketing/placement of commercial risks, management of operations and marketing. They have an active property and casualty license for the 50 states and a Bachelor’s degree. Currently in the process of pursing ARM & CIC designations. Their coverage knowledge includes cyber/tech, ransom/kidnapping, E&O, D&O, EPLI, crime, fiduciary, general liability, management liability, umbrella, management liability, CL property, CL auto and workers comp. In their current role they are a Market Placement Specialist for 11 producers with a variety of risks such as construction, real estate developers, manufacturing, transportation, lesser risks, finance institutions, venture capitalists, non-profit, long term care facilities/retirement and farms/ranch. Accounts are small to large businesses. Involved in negotiating with carriers, preparation of proposals, presenting quotes with producer to clients, finalizing the placement/binding process and assigning to account manager. Their prior role as as an Account Executive for an independent agency r at Woodruff Sawyer. This was a more service-oriented role with 120 accounts of financial institutions risks. Managed a $25million book of business in premiums. Average account size ranged from $150,000 to $200,000 in premiums. He prepared the renewals 5 months out, send notifications, schedule reminders, touch basis with clients 4 moths out, review and submit renewal applications if producer wanted to remarket renewals elsewhere. Review policies for gaps, changes and meet with clients to discuss changes. Previously he was at Brown & Brown who acquired Coverhound. His role at Brown and Brown was more of managerial position, overseeing operations, training new staff, create process and procedures and training handbooks. Meeting with clients and building carrier partnerships. He managed a small book of elite clients that he built from when he was at Coverhound, at $15mill prem; average accounts were $1million in premium. Started at Coverhound as a Personal Lines producers, taking in bound calls. Providing coverage on homes, autos, umbrella etc. Shortly after 6 months, Coverhound decided to start selling commercial coverage. Carlos spearheaded the in getting appointed with several carriers, prospect clients, which focused on tech industry. Created a subsidiary for cyber under CHUBB. Carlos was tasked to be more hands on developing the department. He hired staff. Trained them, monitor calls, quality control, put procedures in place.