HJP-70

OBJECTIVE:  To secure a remote Account Executive position with a Long Island Broker that requires considerable new business marketing and will permit me to produce tri-state business through my unique connections.   

PROFILE: Licensed NYS Property & Casualty Broker with proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives. Sales representative with talent for Personal lines and Commercial Insurance. Strong knowledge of Personal Insurance and Marine. Communicative and team-oriented with proven history of fostering enthusiasm to meet team, individual and management objectives.

• Professional, warm and friendly
• Sells new clients; services and rounds existing clients
• Establishes outstanding client relationships and loyalty
• Excellent knowledge of all Personal line coverage
• Markets and places business with Chartis, Chubb, Fireman’s Fund, Pure, Ace, Travelers, Hartford, Progressive, Adirondack, AIG, Pure, Chubb, Foremost, Hagerty, Kingstone, US Coastal, Ocean Harbor, Progressive, Travelers, Personal Umbrella ( Markel), NY Flood, IMU, Complex, Nationwide, Safeco, Narragansett Bay , USLI, Guard, Attune
• Prepare accord forms, rate and quote
• Provide all client services including marketing, binders, ID cards, etc. 
• Excellent verbal and written communication skills
• Strong sense of initiative and able to identify potential problems
• Can administer, prioritize and handle high volume desk
• Produce and own my own book of business ($40,000 revenue)
• Proficient with AMS, Applied Epic, Pro rater and various insurance quoting sites

NEW BUSINESS ACCOUNT EXECUTIVE

• Provided quick  turnaround   time  when  customers   called  with  questions, usually  within 1  hour

• Analyzed customer needs and provided best options, upselling products and services
• Applied Epic to compile data gathered from various sources
• Collaborated with others to discuss new sales opportunities
• Earned reputation for good attendance and hard work
• Drove client retention by increasing savings opportunities and identifying premium discounts
• Liaison between carrier and client during claims situations
• Created my own book of business (40,000 revenue using my various business and personal contacts