Stephanie Goldberg

Prepared and managed annual department budgets and strategic plans , managed ongoing reports including revenue variance, lost business, and critical renewal reports

Managed all commercial lines service teams for Hub Greater Philadelphia office

Developed and implemented strategies to enhance client retention and satisfaction, meeting and exceeding business plans annually

Mentored team staff in best practices for account service and retention

Directly managed service for multiple complex commercial insurance clients including securing cross sell and referral opportunities

Serviced as faculty for Hub's in-house training and education programs

• Led team in developing innovative insurance solutions to enhance client satisfaction.
• Provided performance evaluations and feedback for team staff
• Provided clients with ongoing risk management guidance, exposure analysis, loss forecasting and analysis, review of insurance and indemnification sections in contracts , development of specifications and insurance requirements for clients vendors, suppliers and or tenants, proposals for alternative insurance for specific projects.
• Analyzed market trends to inform decision-making and drive service enhancements.
• Negotiate and secure comprehensive and competitive terms and conditions for Insurance contracts

Led service teams to drive strategic initiatives and enhance operational efficiency

Developed and implemented onboarding and training programs for staff

Monitored and evaluated key metrics to drive enhancement of client service

Directly Managed service for assigned clients including risk analysis , development of comprehensive risk and insurance programs, marketing and proposing tailored solutions, assistance with due diligence for clients potential acquisitions and coordinating cross functional risk management and claims services for client