Amanda Rodriguez
Brooklyn,NY
Summary
I am a Commercial Lines Account Executive with 15 years of experience in Property & Casualty insurance, licensed in NY & PA. I manage a variety of commercial accounts across real estate, construction, religious organizations, and nonprofits, working directly with clients to ensure their insurance needs are fully met. My background includes handling a wide range of insurance lines, from general liability and workers' compensation to cyber liability and commercial auto. I am skilled in policy reviewing, renewal processes, and client support. I have experience using Applied Epic and AMS360. I have built strong relationships with both carriers and clients, ensuring effective communication and tailored solutions.
Overview
17
17
years of professional experience
Work History
Commercial Lines Account Executive
Bentson Insurance Agency
09.2020 - Current
- Serviced a commercial lines book of business with premiums ranging from $10,000 to $5,000,000.
- Types of accounts: Manufacturers, Distributors, Religious Organizations, Real estate developments, Habitational, Construction, Religious Organizations, Nonprofit Agencies, Caterers, Restaurants, Various Main Street businesses.
- Lines of business: General liability, Professional Liability, Workers Compensation, Umbrella/Excess, Inland/Ocean marine, special events, BOP, Crime, Directors & Officers, Commercial Auto, Cyber Liability
- Handled endorsements, cancellations, ID cards, MVR's, Certificates of Insurance.
- Reported to insurance carriers to amend policies based on any discrepancies or findings during policy checking.
- Prepared renewal ACORD applications and exposure gathering spreadsheets for marketing to insurance companies.
- Maintained client accounts on Applied Epic agency management system.
- Worked with direct markets such as Travelers, Amtrust, Distinguished Properties, Donegal AIG, CNA, Zurich, Harford Mutual, Chubb,Selective,Liberty Mutual,Utica National, Progressive, Hartford , Philadelphia, USLI, Hanover as well as various
wholesalers.
Commercial Lines Account Executive
Fillmore Insurance Agency
07.2015 - 08.2020
- Serviced a commercial lines book of business with premiums from $3,000 to $5,000,000.
- Types of accounts: Real estate, Construction, Religious Organizations', Restaurants/Bars, Nonprofit Agencies, Main Street business.
- Lines of business: General liability, Professional Liability, Workers Compensation, Umbrella/Excess, Inland/Ocean marine, special events, BOP, Crime, Directors & Officers, Commercial Auto.
- Handled endorsements, cancellations, ID cards, MVR's and Certificates of Insurance.
- Reported to insurance carriers to amend policies based on any discrepancies or findings during policy checking.
- Prepared renewal ACORD applications and exposure gathering spreadsheets for marketing to insurance companies.
- Maintained client accounts on AMS360 agency management system.
- Worked with direct markets such as Travelers, Amtrust, Distinguished Properties, AIG, CNA, Zurich, Lancer, Progressive, Hartford, Philadelphia, as well as various wholesalers.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Commercial Lines Customer Service Representative
Fairmont Insurance Brokers
01.2015 - 04.2015
- Serviced a commercial lines book of business with premiums from $3,000 to $500,000.
- Types of accounts: construction, solar energy, event planners, religious organizations, restaurants/bars/bakeries, nonprofit agencies, art galleries, dance studios, salon/spa's, film production and manufacturers.
- Lines of business: general liability, professional liability, workers comp, Disability, cyber liability, umbrella, inland/ocean marine, special events, property, and homeowners.
- Handled endorsements, cancellations, ID cards, MVR's and certificates of insurance.
- Worked with direct markets such as Travelers, Tower, Chubb, Distinguished Properties, AIG, Hartford, CNA, Zurich, AmTrust, Foremost, Philadelphia, as well as various wholesalers.
Commercial Lines Account Executive
E.G. Bowman Co., Inc
09.2012 - 01.2015
- Serviced a commercial lines book of business with premiums ranging from $5,000 to $100,000
- Type of accounts: construction, solar energy, event planners, religious organizations', restaurants, nonprofit agencies, art galleries, dance studios, salon/spa's, film production, manufacturers, and bakeries.
- Lines of business: general liability, professional liability, workers comp, DBL, cyber liability, umbrella, inland/ocean marine, special events, property, and homeowners.
- Reviewed and researched accounts to ensure proper & efficient coverage for insured's operation
- Processed and issued proposals, quotes, finance agreements, binders, schedules of insurance, certificates, cancellations/reinstatements, and invoices
- Maintained client accounts on Applied/VTAM agency management system.
- Produced weekly reports for management pertaining to all client and new Business prospects' activity.
- Worked with direct markets such as Travelers, Tower, Chubb, Distinguished Properties, AIG, Hartford, CNA, Zurich, Amtrust, Foremost, Philadelphia, as well as various wholesalers.
Receptionist
Allstate Insurance
01.2008 - 05.2011
- Serviced existing accounts.
- Handled payments.
- Called clients who are on cancellation list.
- Called clients upon renewals.
- Assisted Sales team on gathering information for obtaining quotes for prospects.
- Managed multiple tasks and met time-sensitive deadlines.
Education
Kingsborough College
Brooklyn, NY12.2012
Skills
- Developing customized insurance solutions
- Customer Relationship Management (CRM)
- In-depth understanding of Property & Casualty insurance
- Policy issuance and endorsement processing
- Claims Management & Certificates of Insurance
- Agency Management Software: Applied Epic, AMS360
- Data Analysis & Reporting
- Managing high-value book of business
- Negotiating terms with wholesalers
- Marketing for competitive quotes
- Ensuring compliance with carrier standards
- Monitoring carrier rate changes and impacts on renewals
- Providing updates to carriers on exposure changes
- Workflow optimization in agency systems
- Creating exposure gathering spreadsheets
Timeline
Commercial Lines Account Executive
Bentson Insurance Agency
09.2020 - Current
Commercial Lines Account Executive
Fillmore Insurance Agency
07.2015 - 08.2020
Commercial Lines Customer Service Representative
Fairmont Insurance Brokers
01.2015 - 04.2015
Commercial Lines Account Executive
E.G. Bowman Co., Inc
09.2012 - 01.2015
Receptionist
Allstate Insurance
01.2008 - 05.2011
Kingsborough College