CCC-75

License New York State Property & Casualty Insurance Broker and Life Agent 

BUSINESS SKILLS

• Successful leader, equally effective as member of a team
• Highly organized able to multi-task and accomplish multiple objectives
• Professional demeanour and attentive to detail
• Oversee &/or process company/client requests, transactions, binders, schedules; ID cards, certificates, billing, endorsements, audits, correspondence 

PROFESSIONAL                 POH'S INSTITUTE - Westbury, NY - Brokers NY Property & Casualty License

EDUCATION                     COLLEGE OF INSURANCE - New York, NY Property & Casualty Underwriting 

IT SKILLS:           Internet savvy, experience rating, quoting and administering policies via carrier portals; Administered records and polices via Applied Epic, TAM, AMS 360 systems. Expert in Microsoft (Word, Excel, Outlook etc.

 Senior Select Commercial Account Executive

• With the aid of an assistant, provide all day-to-day brokerage marketing, services and policy renewal to clients that pay less than $100,000 per policy, including but not limited to business owners (BOPS), artisans, automotive trades, lessors, light manufacturing, transportation, restaurants, distributors, mom and pop shops
• Answer and expedite client and carrier inquiries, requests and resolve conflicts

• Prepare new business and renewal applications and place the business with the appropriate markets
• Check policies, endorsements, audits, claim runs, etc.
• Issue binders, ID cards, certificates of insurance, schedules, etc.
• Process renewals and remarket when necessary