MDC-100

Licensed New York State Property and Casualty Broker 

OBJECTIVE Commercial Insurance Account Executive eager to secure a full-time remote position and contribute business development, client relation and industry knowledge to your client services. 

EXPERIENCE SUMMARY

• Twenty-plus years of progressive experience in the commercial insurance industry with expertise in brokerage account management, risk analysis, marketing, client services and underwriting.
• Experienced servicing mid-size and large commercial clients in a fast-paced atmosphere
• Manage portfolios of accounts ranging from $5,000 to $500,000 in premium.
• Considerable experience insuring real estate, construction, manufacturing, mercantile, not-for-profits distributors, automotive, artisans, technology, restaurants, professional offices & typical mid-market clients.
• Good understanding of the marketplace, pricing, financing, and various rating plans.
• Place business via direct negotiation and carrier web portals with over 25 carriers
• Abel to explore new markets and develop industry-specific programs.
• Capable of interpreting complex coverage questions.
• Successfully manage existing accounts while acquiring new clientele
• Start-to-finish In-depth knowledge of all Insurance Brokerage processes and procedures.
• Proficiently prepare applications, submissions, quotes and proposals for new business and renewals
• Negotiate coverage terms and premiums with underwriters and wholesalers.
• Check policies for accuracy and completeness.
• Effectively take, route, and follow up on first reports of claims.
• Maintain Cancellation/Reinstatement Logs
• Accurately manage policy billing, audits and endorsements
• Issue Certificates of Insurance/Evidence of Property; prepare Schedules; maintain Expiration Lists
• Solid experience in training, supervising, and scheduling top-performing support teams
• Work closely with internal departments and external agencies.
• Consistently achieve very high levels of client satisfaction
• Dynamic communication, presentation, negotiation, and relationship management skills
• Proven record of organization, prioritization and time management
• Meet critical deadlines while maintaining high-quality standards.
• Proactive team player equally effective in independent and collaborative environments
• IT Proficient in Applied EPIC, Word, Excel, numerous carrier portals, internet quoting and rating and other