FJP-90

Personal Lines Insurance Professional · Account Management & Client Retention · Licensed NY Broker 

Summary: Personal lines insurance professional with 5+ years managing client relationships and policy servicing. Manages a book of business as Executive Account Manager covering homeowners, auto, umbrella, and occasional commercial package accounts. Licensed NY Personal Lines Broker and daily power-user of the EPIC agency management system. Career began in insurance operations as a customer service/data entry representative, plus an added background in property risk and life-safety systems as a certified fire sprinkler inspector. Known for accuracy, client trust, and reliable renewal retention. Open to Account Manager, Producer/Sales, or CSR roles. 

Core Strengths

• Manages a personal lines book spanning homeowners, auto, umbrella, and occasional commercial package accounts.
• Builds long-term trust with policyholders through proactive, responsive service that drives renewal retention.
• Daily power-user of EPIC AMS for policy servicing, documentation, endorsements, billing, and reporting.
• Policy Servicing & New Business: quoting, binding, endorsements, renewals, and agency-billed account reconciliation.
• Expertise certified fire sprinkler inspector (S12 & S13) with hands-on property risk & life-safety inspection background.
• Detail-Oriented: accurate, compliant recordkeeping carried across every role
• Client-Facing and Communication: translates coverage and policy options clearly for clients of varied needs 

Education:   Bachelor of Science, 2018 (Dean’s List)

Executive Account Manager — East Division Team, Operations ·

• Manages a personal lines book of business, covering homeowners, auto, umbrella, and occasional commercial package policies written on personal lines.
• Services a largely agency-billed book of accounts, handling billing inquiries, payment processing, and account reconciliation with a high degree of accuracy.
• Uses the EPIC agency management system daily for policy servicing, documentation, endorsements, and reporting across the full book of business.
• Builds and maintains long-term client relationships, driving renewal retention through proactive outreach and responsive, detail-oriented service.
• Coordinates with underwriters and carriers to place, endorse, and renew policies, resolving coverage and eligibility issues on behalf of clients.