Andrew Potter
Fort Myers,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Underwriting Technician
ProAssurance
09.2022 - Current
- Responsible for providing the highest level of accuracy and support to the underwriter(s) throughout the new business lifecycle and ongoing renewal account maintenance.
- Has an exceptional understanding of underwriting products (policy, endorsements and rating tools) within my assigned territory and understand marketplace and broker dynamics that impact business flow and support requirements.
Financial Representative
Alliance Financial Group
12.2021 - 05.2022
- Introduced life insurance and financial products and services to build client wealth and protect assets
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Marketing Team Member
Florida Gulf Coast University Athletics
01.2021 - 04.2021
- Determined customers' needs and provided brand awareness and recommendations to fulfill requirements.
- Established community relationships by coordinating events to maximize marketing strategies.
Education
Bachelor of Science - Finance
Florida Gulf Coast University
Fort Myers, FL05.2022
Skills
- Underwriting Guidelines
- Financial Goal Planning
- Policy Renewals
- Market Trend Monitoring
- Portfolio Management
Certification
- Florida 2-15 Life Health and Variable Annuities
- Bloomberg Market Concepts Certification
Timeline
Underwriting Technician
ProAssurance
09.2022 - Current
Financial Representative
Alliance Financial Group
12.2021 - 05.2022
Marketing Team Member
Florida Gulf Coast University Athletics
01.2021 - 04.2021
Bachelor of Science - Finance
Florida Gulf Coast University
- Florida 2-15 Life Health and Variable Annuities
- Bloomberg Market Concepts Certification
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