Alex Holtze is a results-driven management professional with extensive training and experience in Commercial Insurance s...
ALEX S. HOLTZE, ARM, CRM, CIC
San Diego, CA 92104
[email protected] • 720-341-9045
Goal: RISK MANAGEMENT Results-driven management professional with extensive training and experience in Commercial Insurance sales and Risk Management; specializing in Workers’ Compensation, General Liability, Loss Control and Safety. Recognized as an outstanding team leader and company representative with a high integrity character and expert level financial, analytical and communication skills.
Advanced proficiency in Microsoft Office programs and AMS 360 (Risk Management Information System) SPECIALIZED TRAINING & CREDENTIALS • Associate in Risk Management (ARM), August 2010 • Certified Risk Manager (CRM), June 2010 • Certified Insurance Counselor (CIC), November 2008 • Fire and Casualty Insurance License (CA #0G19899), June 2008 • Member Phi Theta Kappa Society, International Scholastic Order, March 1998 • B.A. History & Geography - University of Colorado at Denver, May 2004
PROFESSIONAL EXPERIENCE Sales & Risk Manager - GASLAMP INSURANCE SERVICES, San Diego, CA – 2008 to Present Direct operations of a 14-person Commercial Insurance and Risk Management department and a five-person telemarketing team, effectively achieving consistent positive growth in all sectors during soft market and economic downturn. Manage marketing functions and vendor relations. Perform financial and P&L analysis. Provide large clients with proactive, integrated Risk Management Services, including identifying, analyzing, controlling, financing and administering operational risks: •
Developed, analyzed and implemented numerous Risk and Injury & Illness Prevention programs including TPA Workers’ Comp/Liability programs and Loss Control/Safety plans
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Researched claims and performed Loss Analysis Triangulation to determine trending and projections for future loss frequency and severity
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Performed internal and external Comparative Loss Benchmarking against key competitors
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Identified specific exposures and determined best methods of controlling exposures through Prevention, Reduction or Separation/Segregation
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Trained employees and management in the following areas: Safety/Ergonomics, Workers’ Comp/Back-to-Work, Healthy Living and Working, and Employment Practices Liability Insurance
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Implemented Risk Programs for electrical contractor with $10 million in revenue. Moved client to TPA program for Workers’ Compensation and Commercial Auto Liability with projected savings of 28-32% on insurance/risk program
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Saved multi-million dollar hotel clients an average of 15-20% on insurance/risk costs through comprehensive safety training and implementation of TPA-run programs
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As Board Member and Official Insurer/Risk Manager of San Diego Roofing Contractors Association, conducted numerous training programs on Workers’ Comp and Safety
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As Member of Agency’s Mergers and Acquisitions Due Diligence Committee, provided input leading to the purchase of two agencies over the past year
Agency Principal/Owner - FARMERS INSURANCE GROUP, Denver, CO – 2005 to 2008 Account Manager - INNOVATIVE MARKETING GROUP, Denver, CO – 2004 to 2005
