Provides strategy consulting services for Nationwide Property & Casualty (P&C) Business Units (BUs), with a focus on Excess & Surplus / Specialty (E&S/S) and Nationwide National Partners (NNP), which is the distribution arm for Nationwide's largest brokers and agents.Services and project work includes Office of the CEO (OCEO) projects, BU specific projects (e.g., operating model, market research, high-level decisioning), and creating materials for Nationwide's Board of Directors.Results: long-term strategic decisioning and BU confidence in the strategy. As well as assisting in the alignment of overall P&C group strategy throughout project work. Overall, adding confidence to our long-term positioning in the marketplace.

Advisory Senior Associate who provided management consulting services for fortune 500 clients in both insurance and banking industries.Results / Responsibilities:Insurance - acted as a trusted advisor and assisted in selling / securing additional work between $1M - $2.5M. Specialized in Agile long-term implementation of distribution management systems for Life & Annuity clients by acting as a Product Owner. Led daily stand-ups, daily requirement gathering sessions, and Program Implementation (PI) planning sessions. Responsible for translating requirements into Jira stories and assisted the Development Team. Led a Development Team of 12, and owned removing blockers, assisted with questions, and gathered additional information. Banking - acted as a trusted advisor, and assisted in selling / securing additional work between $750K - $2M. Specialized in operational risk management transformation with a focus on risk appetite. Provided risk appetite subject matter expertise for clients (i.e., Risk Profile, Risk Appetite Statements (RASs), Risk Appetite Metrics (RAMs), Key Risk Indicators (KRIs)), by reviewing clients' Enterprise Risk Management (ERM) Policies, Standards, Procedures, and execution of risk management processes throughout the enterprise (Risk Inventory, Risk Control and Self Assessment (RCSA), and First Line of Defense and Second Line of Defense roles, rules, and responsibilities). Additionally, provided counsel for Risk Inventory risks and alignment between enterprise risk management processes.PwC enterprise reinvestment work - assisted in the development of multiple reinvestment projects for firm topics of interest (e.g., digital underwriting of small and commercial businesses and COVID-19’s impact, bank risk management platform transformation, insurance market penetration strategies, and ad hoc insurance data research / thought leadership).

Primary middle market Commercial Accounts underwriter, focused on property, general liability, auto, workers comp, and umbrella lines of business. Managed a book of $13M (made up of 86 accounts) for various distribution partners. Managed relationships for both top tier brokers and local agencies. Exceeded yearly targeted new business goal $1.5M (for both years), as well as, built an annual pipeline of "in appetite" prospects", prospected new distribution partner business, conducted in-person proposal presentations, scheduled multiple events with business partners, and acted as a trusted advisor for clients by providing professional services and solving complex issues.Results - selected as Property Advocate for New York; duties included working close with Regional Underwriting Officer on property related projects and internal audits.Selected as Junior Trucking Advocate for New York; duties included managing the NYC Trucking book of 16 accounts worth $3.4M, by analyzing new business submissions, performance of book, exposures, loss history, DOT history, pricing, and appetite. Additional projects included analyzing distribution partners' profit and loss statements, examining flow of new business, researching coverages, staying abreast of state mandated changes and industry news, identifying new business opportunities, and working with teams across the company to help provide more coverage to clients.

Primary middle market Commercial Accounts underwriter, focused on property, general liability, auto, workers comp, and umbrella lines of business. Managed a book of $5M (account range $50K - $200K) for various distribution partners. Exceeded yearly targeted new business goals of $500K (1st year) and $1M (2nd year). Provided proposal presentations, built monthly sales pipelines, built / maintained distribution partner relationships, built / maintained internal relationships, provided value added services, and collaborated with other business units to provide broader coverage.Results - built and grew distribution partner relationships, which resulted in exceeding annual new business goals and increased collaboration between business units. Focused on underwriting profitability (e.g., pricing, modeling, etc.). Maintained a profitable book of business, by identifying potential account concerns ahead of renewal dates, reviewing internally and partnering with referral officers to address (as needed), discussing with the agent / broker, and working towards addressing (e.g., pricing, endorsements, services, placement).

Candidate for Travelers' UPDP program, which focused on training Business Insurance underwriters underwriting for coverages of property, general liability, auto, workers comp, and umbrella.Managed a small Commercial Accounts renewal book of business, for a variety of agents focused on Small and Medium Enterprise (SME) business ($50K - $100K in gross premium). Role resulted in providing capacity for the NYC Commercial Accounts team to focus on large middle market business, high retention, high customer service, and furthered relationships with distribution partners.

Commercial equipment breakdown underwriter - underwrote new and renewal business outside of Hartford Steam Boiler treaty business. Accounts consisted of middle market business with a wide variety of industries (e.g., cold storage/food, light-to-heavy manufacturing, real estate, education, etc.). Distribution and territory included a wide variety of brokers and partner companies within the Northeastern and Midwest. Wrote or renewed business within authority or collaborated with underwriting officers and/or home office for high hazard accounts; analyzed coverages for standalone business (broker business) and specific coverage for company business (partner companies); diagnosed coverage or claim issues with distribution partners and/or home office; acted as point of contact for services, general client inquiries, and/or disputes; conducted proposal presentations to distribution partners.

Accounting analyst who analyzed direct Managing General Agent (MGA) business, reinsurance program business, and Third-Party Administrator (TPA) loss imprest funds; analyzed, reported, and collected monthly MGA direct business which was $10M in direct written premium; processed monthly TPA cash calls up to $3M and managed $27M of TPA funds; processed reinsurance fund transactions for MGA business.Developed and managed departmental Insurance Analyst Internship Program.

Provided accounting support to the finance department by creating journal entries and uncovering discrepancies. Responsibilities included creation of general ledger journal entries, analysis of company purchases, and reconciliation of bank statements.

Improved internal workflow by creating pipeline / sale reports and updating databases with over 1,000 clients. Assisted advisors and managers with special projects as assigned.Created client database of 200 new / potential clients and scheduled new business solicitation meetings on behalf of advisors.Compiled mutual fund investment grade and expense load data for the Director of Business and Investment Operations which resulted in refined company advisor guidelines.