I am seeking to continue my insurance career part-time to augment my retirement income.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Commercial Lines Broker Placement Specialist
Gallagher Insurance, Risk Management & Consulting
Newburyport, MA
08.2011 - Current
Remarketing existing insurance policies for Commercial Lines customers seeking more favorable rates and coverage.
Contacts customers to gather information in order to quote Commercial Lines policies.
Prepares reports for retained business, additional lines of business written, and lost business.
Building relationships with insurance carriers to obtain favorable rates and premiums for customers.
Team Leader for a group of five account managers.
Outside Sales Representative
Prescott & Son Insurance Agency
Malden, MA
08.2008 - 08.2011
Generated leads through cold calling, networking events, referrals.
Created customized presentations for prospective clients based on their needs.
Maintained knowledge of current product offerings and pricing structures.
Closed product sales to increase revenue and build client loyalty.
Collaborated closely with internal departments to ensure successful execution of campaigns.
Inside Sales Representative
Gallagher Insurance, Risk Management & Consulting
Wakefield, MA
06.1999 - 08.2008
Listened to customer needs to identify and recommend best products and services.
Ensured compliance with all applicable laws and regulations related to selling practices.
Prepared weekly reports summarizing sales activities, forecasts and performance metrics.
Initiated sales correspondence, preparing and presenting professional bids to customers.
Responded to customer inquiries quickly and professionally to maintain customer satisfaction.
Customer Service Representative
Christopher Kokoras Insurance Agency
Allston, MA
06.1997 - 06.1999
Assisted claimants, providers and clients with problems or questions regarding claims.
Applied basic insurance underwriting knowledge to evaluate and analyze information.
Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
Developed strong relationships with clients by providing exceptional customer service.
Provided quotes on various types of insurance policies.
Education
Bachelor of Science - Finance
Salen State University
Salem, MA
Skills
Market Trend Expertise
Communication Proficiency
Compliance Requirements
Applied EPIC and AMS360 Aptitude
Relationship Management
Certification
Licensed Insurance Producer: Commonwealth of Massachusetts, State of New Hampshire, State of Rhode Island, State of Connecticut.
CISR, AAI insurance designations.
Timeline
Commercial Lines Broker Placement Specialist
Gallagher Insurance, Risk Management & Consulting
08.2011 - Current
Outside Sales Representative
Prescott & Son Insurance Agency
08.2008 - 08.2011
Inside Sales Representative
Gallagher Insurance, Risk Management & Consulting
06.1999 - 08.2008
Customer Service Representative
Christopher Kokoras Insurance Agency
06.1997 - 06.1999
Bachelor of Science - Finance
Salen State University
Licensed Insurance Producer: Commonwealth of Massachusetts, State of New Hampshire, State of Rhode Island, State of Connecticut.
CISR, AAI insurance designations.
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