NCC-90

Licensed NY State Property and Casualty Insurance Broker

OBJECTIVE: Leverage skills as a Commercial Account Manager in a dynamic and growth-oriented environment 

SUMMARY

• Professional who thrives in a fast-paced environment with over 25 years insurance experience
• Possesses outstanding interpersonal, organizational, analytical and conflict resolution skills
• Consistently exceeds expectations with customers regarding insurance products
• Provides courteous and professional brokerage client services and marketing 

IT Skills:   Expertise in Applied Epic & Tam, MS Office Suite, internet savvy- rate, quote, process and administer polices on company websites. 

EDUCATION:     COMMUNITY COLLEGE … Associates in Liberal Arts,

Commercial Lines Account Executive … Prepare submissions for renewals and new business accounts, specializing in small to mid-sized agency accounts. Quote new business across various products, including Commercial Packages, Crime, Cyber, Professional Liability, Workers Compensation, Excess Liability policies. Manage daily account activities, including processing audits, endorsements, and renewals. Support Producers by delivering high-quality account management and client service.

Insurance Representative ... Serviced personal and commercial insurance accounts, obtaining quotes for new clients and existing policy holders. Products managed for personal lines included homeowners, automobile and commercial lines such as Packages, Workers Compensation, Business Automobile, and Professional Liability

Client Representative … Management of large real estate and manufacturing accounts. Duties include analyzing coverages and client exposure, marketing renewal business, creating proposals, issuing binders and certificates of insurance, reviewing lease contracts, creating spreadsheets in Excel and billing. Products include Package, DIC, Pollution, Umbrella, Workers Compensation, Business Automobile, Inland Transit Marine, Crime & Professional Liability policies.