HKP-80

Licensed Insurance Broker – New York State, Personal Lines 

INSURANCE SKILLS

• Excellent knowledge of High Net Worth and Personal Line coverage, client servicing and underwriting including expertise supporting Coastal homes, Fine arts, watercraft, etc.
• Experience submitting applications, quoting, rating and servicing policies
• Sell, service, round and renew clients
• Retain clients by providing courteous service and using conflict resolution skills
• Skilled marketer with considerable experience placing difficult risks
• Prepare applications/accord forms and quote with over 20 direct markets including but not limited to Chubb, PURE, AIG, Berkley One, Cincinnati, Progressive, Travelers
• Provide all client services including marketing, binders, ID cards, property proofs, etc. 

PROFESSIONAL BUSINESS SKILLS:

• Professional, warm and friendly
• Communicates with customers in a clear, pleasant and professional manner
• Good conflict resolution and complaint resolving skills
• Team Player that can work independently
• Planning and organizational skills that balance work and responsibilities in a timely manner 

TECHNICAL SKILLS: EPIC, TAM, AMS, Microsoft Word, Excel, Adobe, Teams and Carrier web sites 

EDUCATION  Master of Business Administration (MBA) 

Account Executive

• Managed all components of obtaining, servicing, and renewing a broad range of personal insurance policies, including Homeowners, Auto, Umbrella, and more
• Experienced working with major carriers such as Hanover, Chubb, Travelers, Hartford, Andover, Kingstone, National General, and PURE.
• Provided high-quality client service through policy review, coverage guidance, and renewal management.

Account Executive

• Managed mid-size to large personal lines accounts, including high-net-worth clients.
• Quoted and serviced new and existing business with premiums over $100K.
• Handled high-value home, umbrella, personal articles, auto, and other specialized personal lines policies.
• Worked extensively with CHUBB, PURE, Cincinnati, Travelers and Berkley One.
• Day-to-day responsibilities included, but were not limited to:
• Managing high-value items and preparing detailed spreadsheets for high-net-worth clients Collaborating closely with underwriters to process submissions, negotiate terms, and finalize coverage