Natalie Sherod, CIC, CPCU

Risk Advisor

Bringing to Cavignac & Associates nearly 18 years of experience in the insurance industry, Natalie Sherod joined the firm in the early part of 2019 and renders specialized knowledge of business risk and strategies to mitigate them.

As an Account Executive, she provides the firm’s commercial clients with risk management advice, recommends insurance vehicles and appropriate levels of coverage, oversees the issuance of proposals, documents correspondence with clients and carriers regarding their exposures and coverages, and handles renewals.  She also prospects for new sales leads.

Natalie previously served as senior territory manager for Liberty Mutual in San Diego, where she was employed for eleven-and-a-half years.  There she managed a $50 million territory made up of 35 independent agents, with premium sizes ranging from $600,000 to $9 million.  She also served six years as a commercial underwriter for Golden Eagle.

Natalie is a graduate of San Diego State University, where she earned a Bachelor of Science degree in psychology.

She holds a Charter Property Casualty Underwriter (CPCU) designation, a Certified Insurance Counselor (CIC) designation, as well as an Associate in Underwriting (AU) designation.  She currently serves on the board of directors for the San Diego CPCU Society Chapter.