PRC-135 

PROFESSIONAL PROFILE,

• Licensed New York Property, Casualty, Life and Benefits Insurance Broker
• Expert knowledge of both the insurance and transportation industries
• Can Manage, market, renew and retain clients
• Seasoned professional and effectual leader with a proven ability to exceed sales quotas:
• Developed and maintained long term account relationships
• Proficient in Account Management activities
• Excellent oral and written communications
• Good work ethic and strong desire to succeed
• Considerable experience with Ams 360 and Epic management systems, MS Word & Excell
• Internet savvy, very familiar with rating and writing policies via numerous carrier websites 

EDUCATION   B.S. Business Management, SUNY Stony Brook

Transportation Account Executive

• Manage, market, renew and retain a large book of long/Short halers, cargo, sanitation, moving and storage, fuel oil dealers, livery, buses, commercial fleets
• Generated new business by networking and prospecting transportation and related business
• Developed and maintained strong relationships with existing clients, providing exceptional customer service
• Thorough knowledge of transportation markets and marketing process.
• Analyzed client's current insurance coverage to identify gaps or areas for improvement
• Collaborated with underwriters to negotiate favorable terms and conditions for clients' and prospects
• Prepared accurate quotes and proposals for clients based on their specific insurance requirements
• Negotiate competitive premiums from insurers while ensuring comprehensive coverage for the client
• Educated clients on insurance products available to meet their individual needs and risk profiles
• Reviewed policy documents thoroughly before presenting them to the client ensuring accuracy
• Increased customer retention by proactively reaching out at renewal time offering alternative options