Anne Marie Pier
Lebanon,New Jersey
Summary
Detail-oriented insurance professional with 20 years of experience. Excellent customer service, communication and multitasking abilities. Hardworking and determined with solid follow-through.
Overview
21
21
years of professional experience
Work History
Personal Lines Account Executive
NFP, An AON Company
12.2024 - Current
- Review and recommended coverage enhancements based on client needs
- Generated documentation for client requests and processed incoming mail
- Prepared quotations, completed applications, and cross-sold additional lines of business
- Answered telephones and addressed billing and policy questions with professionalism
- Maintained client files in accordance with agency procedures and reported claims on behalf of clients
- Process policy renewals and endorsement requests
Senior Personal Lines Account Manager
Madison Insurance Group
08.2019 - 12.2024
- Manage a portfolio of high-net-worth clients, delivering tailored insurance solutions to address their specific needs
- Conduct regular policy reviews and risk assessments to ensure clients maintain adequate and appropriate coverage
- Process policy endorsement and prepare and issue insurance summaries
- Clearly explain coverages, exclusions, and policy status to clients
- Handle client requests, including policy corrections and documentation generation
- Cross-sell additional lines of business to existing clients
- Multitask effectively, managing a heavy workload with minimal supervision
- Develop and maintain strong relationships with underwriters
Personal Lines Assistant (Part-Time, Remote)
Wharton Lyon & Lyon Insurance Agency
12.2015 - 08.2019
- Processed policy renewals and completed associated checklists
- Reported commercial lines claims and coordinated with clients as necessary
Personal Lines Account Representative
Wharton Lyon & Lyon Insurance Agency
07.2004 - 09.2015
- Managed new and renewal business transactions, including endorsements
- Reviewed and recommended coverage enhancements based on client needs
- Generated documentation for client requests and processed incoming mail
- Prepared quotations, completed applications, and cross-sold additional lines of business
- Answered telephones and addressed billing and policy questions with professionalism
- Maintained client files in accordance with agency procedures and reported claims on behalf of clients
Education
Weichert Real Estate School
07-2019
New Providence High School
New Providence, NJ06-2001
Property & Casualty
Professional School of Business
Millburn, NJ02-2004
Skills
- Microsoft Office Suite (Excel, Word, PowerPoint)
- Experienced with AMS Sagitta/AMS 360
- High-Net-Worth Client Management
- Insurance quoting
- Client documentation
- Policy review
- Policy issuance
- Client relationship management
- Renewal processing
- Claims reporting
- Attention to detail
- Time management
Additional Information
- Licensing: , New Jersey Property & Casualty License, Non-Resident P&C Licenses for NY & FL
- New Jersey Real Estate License
Timeline
Personal Lines Account Executive
NFP, An AON Company
12.2024 - Current
Senior Personal Lines Account Manager
Madison Insurance Group
08.2019 - 12.2024
Personal Lines Assistant (Part-Time, Remote)
Wharton Lyon & Lyon Insurance Agency
12.2015 - 08.2019
Personal Lines Account Representative
Wharton Lyon & Lyon Insurance Agency
07.2004 - 09.2015
Weichert Real Estate School
New Providence High School
Property & Casualty
Professional School of Business
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