Experienced Insurance Specialist at Acisure LLC with 35+ years experience skilled in risk assessment and client relationship management. Strong skills in underwriting policies for Middle and Small businesses as well as all aspects of Personal Insurance including High Net Worth.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Associate Account Executive
Acrisure LLC-Saperstein Agency Inc
Garden City NY
04.2005 - Current
Managed portfolio of 120+ client accounts.
Supported account management by preparing client presentations and documentation.
Sales of various forms of personal and commercial policies
Assisted in analyzing client data to identify trends and opportunities for improvement.
Coordinated communication between clients and internal teams to enhance service delivery.
Developed strong relationships with clients, ensuring consistent follow-up on inquiries.
Executed daily administrative tasks, maintaining organized records of account activities.
Researched industry best practices to support strategic recommendations for clients.
Engaged in regular communication with clients, ensuring timely resolution of issues and strengthening professional ties.
Served as the primary point of contact for clients, addressing concerns promptly and professionally.
Education
Property And Casualty Brokers License - Business And Managerial Economics
Saint Francis College
Brooklyn NY
06-1996
Property And Casualty Brokers License - Insurance
Pohs Institute
NewYork NY
09-1995
Skills
Risk Assessment
Claims Processing
Client Portfolio Management
Financial Analysis
Customer Relationship Management
Market Research
Data Analytics
Insurance Policy Development
Certification
Property and Casualty Brokers License
Timeline
Associate Account Executive
Acrisure LLC-Saperstein Agency Inc
04.2005 - Current
Property And Casualty Brokers License - Business And Managerial Economics