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2014-608-E Finance (Risk Management) - Willis of North Carolina, Inc. for Insurance Broker $58,000
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2014-608-E Finance (Risk Management) - Willis of North Carolina, Inc. for Insurance Broker $58,000
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Last modified
5/18/2017 2:26:40 PM
Creation date
12/31/2014 11:52:31 AM
Metadata
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Template:
BOCC
Date
12/31/2014
Meeting Type
Work Session
Document Type
Agreement
Agenda Item
Manager signed
Amount
$58,000.00
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R 2014-608 Finance - Willis of North Carolina, Inc. for Insurance Broker (Risk Management)
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\Board of County Commissioners\Contracts and Agreements\Contract Routing Sheets\Routing Sheets\2014
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DocuSign Envelope ID:A4C366A3-F5D9-473B-9218-AF49BCCA02E0 <br /> POSITION r <br /> r � <br /> Senior Marketing Specialist, National Property Practice <br /> Atlanta, Georgia <br /> PROJECT ROLE Working in conjunction with the Public Entity Team, <br /> Nancy will assist in the creation of the most effective <br /> property program design for Orange County. Through <br /> the use of proprietary analytics, we will recommend to <br /> Orange County the most effective retention, limits, <br /> program structure, coverage form, etc. <br /> Communicates and forms relationships with <br /> underwriters to stay on top of current property <br /> marketplace. <br /> Provides detailed technical analysis on policy, quote <br /> and binding documents. <br /> Communicates closely with client to manage client <br /> expectations during renewal and throughout policy term. <br /> PROFESSIONAL EXPERIENCE <br /> Nancy is a tenured insurance professional with 12 years brokering and <br /> underwriting experience, specializing in providing creative risk transfer solutions <br /> for large complex property clients. <br /> CREDENTIALS <br /> Property 1 Casualty Brokers License <br /> CiP Designation (Certified Insurance Professional recognized by the CPCU <br /> society) <br /> CRIB Designation (Canadian Accredited Insurance Broker) <br /> Property 1 Casualty Surplus Lines License <br /> Property 1 Casualty Insurance Brokers License — British Columbia <br /> History Major, University of British Columbia <br />
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