LTC-65 

OBJECTIVE Employed commercial  executive eager to secure new employment position and contribute

EXPERIENCE SUMMARY

• 18 years of experience in commercial insurance 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 $150,000 in premium.
• Currently manage $1.1 million in income book of commercial insurance
• Good understanding of the marketplace, pricing, financing, and various rating plans.
• Place business via direct negotiation and carrier web portals
• Capable of interpreting complex coverage questions.
• 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.
• Accurately manage policy billing, audits and endorsements
• Issue Certificates of Insurance/Evidence of Property; prepare Schedules; maintain Expiration Lists
• Work closely with internal departments and external partners
• 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 Windows-based operating software. 

Commercial Line Account Manager: …  Provide day to day client services, policy renewal marketing and administration to $1.1 million income book of business:  Clients pay annual premiums between $5,000 and 200,000 annually  

Responsibilities

• Expediting client/carrier requests, confirming coverage and quotes
• Negotiate premiums, coverage enhancements and extended coverages with carriers
• Provide thorough review and analysis of coverage, exposures, endorsements and exclusions
• Issue endorsements, ID cards, certificates, proofs, schedules, correspondence, invoices etc.
• Request renewal information from insureds and complete Accord forms,
• Prepare renewal and new business submissions for marketing
• Verify experience mods, rates, accord forms, coverage, limits, premiums, terms and conditions and Market
• Manage suspense system, check and process policies,
• Follow up on endorsements and open items
• Utilize Applied EPIC systems, carrier websites, Word and Excel to perform tasks