High-Value Solutions (Personal)
Over the span of her 20 years in the industry, Heather has achieved CPRIA Chartered Private Risk and Insurance Advisor designations. She's also been a million-dollar producer in the Private Client sector. She is currently Burns & Wilcox-AVP, Private Client Director-National & Managing Director of Ohio. Heather oversees 2 Teams, one consisting of 13 Commercial, Personal, Professional Underwriters and Associates team members. The other being a Private Client team made up of a Personal Lines UW Manager, as well as Private Client Underwriters.
Heather has also developed significant programs and products, including Excess PD, EQ Buyback and a Private Client PAF Program. She is best known for her outstanding marketing, management, product development and problem solving skills. In addition she is a gracious contributor to many philanthropic causes in her hometown.
AWARDS & RECOGNITION
- Insurance Business Top Specialist Broker Award (2019)