LAC-70

HIGHLIGHTS:

• Highly organized and dedicated with a positive attitude
• Have excellent written, oral communications and interpersonal skills
• Ability to establish and maintain effective working relationships
• Able to handle multiple assignments

SPECIAL SKILLS:

• Knowledge of EPIC account management system
• Knowledge of cash handling and record keeping standards and practices
• Knowledge of modern office practices, procedures, equipment and standard clerical techniques
• Knowledge of MS Power Point, MS Access, MS Word, MS Excel, QuickBooks and CaseWare
• AML Foundations Certificate
• Fluent in English, French and Creole

EDUCATION:      BARUCH COLLEGE, CUNY: BBA 2008, Major: Accounting 

Associate Account Executive

• Coordinating and providing support to Account Managers and Producers.
• Working with Account Managers to grow and develop delegation skills
• Participating in additional training as directed by Manager.
• Creating and/or maintaining coverage proposals, Schedules of Insurance, and Statement of Values.
• Processing premium financing quotations.
• Requesting and follow up with insurance carriers on policy changes/endorsements
• Reviewing policies and endorsements for accuracy and draft transmittal letters or e-mails as requested.
• Renewing and maintaining policies within agency management system, and updating system with requested changes in coverage or exposure.
• Obtaining and providing loss reports from insurance carriers as requested.
• Handling correspondence and clerical processing of accounts including applications, transactional file and agency management system input.
• Other responsibilities as assigned by Manager

 For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com