Advise high-net-worth clients on complex personal risk and insurance structures, with a focus on identifying coverage gaps, evolving exposures, and compliance considerations across high-value portfolios. Lead renewal and remarketing cycles by coordinating closely with carrier underwriting and internal operations teams to evaluate coverage terms, pricing, and carrier placement. Serve as the primary manager of portfolio execution, ensuring accurate documentation, efficient issue resolution, and alignment across cross-functional stakeholders. Apply a structured and analytical approach to risk assessment and coverage strategy that supports informed underwriting decisions and long-term portfolio stability.

Managed a high-volume portfolio of 100+ personal insurance accounts within a regulated environment, overseeing renewals, policy changes, and coverage reviews across diverse client risk profiles. Identified coverage gaps, documentation issues, and billing discrepancies while coordinating solutions that improved policy accuracy and risk alignment. Implemented workflow improvements that streamlined servicing processes and increased operational efficiency by 20%. Maintained consistent portfolio oversight, supporting policy retention and ensuring insurance structures remained aligned with evolving client exposures and Allstate's guidelines.

Supported multiple concurrent client initiatives within a large, matrixed organization, coordinating workflows across internal teams to ensure timely execution, documentation accuracy, and alignment with coverage and compliance requirements. Monitored project timelines, tracked deliverables, and surfaced potential risk exposures or coverage gaps early to support informed decision making across accounts. Improved documentation accuracy and accessibility by standardizing internal processes, resulting in a 40% increase in team efficiency and stronger operational consistency across portfolios.

I collaborated directly with the founder to ensure a cohesive and intuitive product experience across both the website and mobile app. I led improvements to user flows, redesigned key pages—including the events and navigation structure—and introduced visual enhancements that made the platform easier and more enjoyable to use.