TMC-150

Licensed New York State Property & Casualty Broker 

SUMMARY Senior Account Executive specializing in commercial insurance account management. Successfully oversees a book of business exceeding $1,250,000 while driving consistent yearly revenue growth and maintaining high client retention through exceptional service. 

CORE COMPETENCE’S

• Commercial real estate ins • Account management • Risk management           • Risk assessment
• Calm Under Pressure • Strong Ownership • Team Player  • Time Management
• .Applied Epic software • CSR24 platform • Microsoft Office  • Claude AI technology 

EDUCATION       Liberal Arts

Senior Account Executive

• Drive sustained year-over-year revenue growth and exceptional client retention through strategic account management, sophisticated insurance placement, and proactive relationship development. 

• Manage and protect a $1.25M+ book of revenue, serving as a trusted advisor to commercial real estate clients and overseeing complex insurance programs from inception through renewal. 

• Leverage deep expertise across both admitted and non-admitted real estate markets to identify competitive coverage solutions, navigate challenging risks, and deliver effective strategies for complex exposures.
• Own the complete account lifecycle, from analysis, marketing, and carrier negotiations through policy placement, service, and renewal, ensuring clients receive comprehensive and responsive representation. 

• Analyze and vet contractor insurance programs and policies to identify deficiencies, strengthen contractual risk transfer, and protect clients from potentially significant uninsured or inadequately insured exposures. 

• Provide exceptional service, responsiveness, and a strong understanding of clients’ business objectives. 

• Serve as a key resource on complex commercial real estate risks, effectively navigating market conditions and leveraging carrier relationships to develop solutions that meet sophisticated client requirements.