Results-driven Managing Director with expertise in strategic planning, risk management, and client relationship development. Proven track record of designing tailored insurance programs that enhance client satisfaction and drive agency growth.
Overview
16
16
years of professional experience
Work History
Managing Director, Senior Vice President
MPB Insurance & Risk Management (acquired CHARIS)
Harrisburg
05.2025 - Current
Led strategic planning initiatives that improved risk management solutions.
Developed client relationships that resulted in tailored insurance coverage options.
Helped to develop internal processes and procedures to better serve the middle market
Grew agency by acquiring middle market commercial business clients and managed design of insurance and risk management programs to meet their needs.
Designed excel spreadsheets to help clients manage losses, claims and insurance programs
President- Majority Owner (Spun off from Ruhl)
CHARIS Insurance Group & CHARIS Benefit Advisors
Lititz
10.2017 - 05.2025
orWProvided leadership and guidance on budgeting decisions to maximize resources available.
Double Digit annual growth through organic client acquisition based on development of insurance and risk management programs
Help clients develop policies and procedures to enhance safety
Established and oversaw PA State Certified Safety Committees for clients
Collaborated with clients to design programs for tracking losses and claims
Analyzed loss data using spreadsheets and analytics to pinpoint loss sources
Worked with insurance carriers to handle claims on behalf of clients
Operations Manager
Ruhl Insurance
Manheim
04.2013 - 10.2017
Managed daily operations, optimizing workflow and service delivery.
Oversaw staff training and development, improving team capabilities and overall performance.
Implemented process improvements to streamline operations and reduce inefficiencies.
Guided staff in developing policies and procedures to support client acquisition through effective risk management and service standards.
Developed internal processes and procedures to aid in tracking client insurance programs to include loss tracking, premium tracking, and changes in coverage
Property and Casualty Insurance Speciality
The Glatfelter Agency
York
04.2010 - 04.2013
Acquired new commercial insurance clients by managing and soliciting insurance programs.
Collaborated with multiple carriers to secure optimal coverage and services for clients' insurance and risk management needs.
Employed a consultative process to assess client needs and risk appetites, effectively managing programs to align with those requirements.
Education
CSRM - Certified School Risk Manager
The Insurance And Risk Management Alliance
Austin, TX
06-2022
CIC - Certified Insurance Counselor
The Risk And Insurance Education Alliance
Austin, TX
09-2011
AAI - Accredited Advisor In Insurance
The Institutes
Malvern, PA
09-2010
Bachelor of Science - Marketing
Messiah University
Mechanicsburg, PA
05-2003
Skills
Client management
Strategic planning
Risk management
Insurance design
Claims management
Budgeting decisions
Process improvement
Affiliations
Treasurer- Board of Directors- Linden Hall School for Girls
Executive Assistant To Vice President & Director at Schneider Electric India Pvt LtdExecutive Assistant To Vice President & Director at Schneider Electric India Pvt Ltd