Dedicated Senior Account Representative with many years of experience working closely with customers to address needs and requests. Manages customer needs proactively. Thrives in fast-paced and changing environments.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Senior Account Representative II
Aon Risk Specialist
Lincolnshire, IL
09.2001 - 08.2024
Conducted periodic audits of policy documents, binders, Proposals to ensure accuracy of information maintained.
Analyzed data from multiple sources in order to make decisions about certifcate of insurance issuance during and through out the year.
Processed Billing and directed incoming payments from customers for premiums due on their policies.
Researched and resolved customer complaints in a timely manner regarding outputs of certificates of Insurance Auto ID cards, invoices, endorsements.
Isued fleet and vin specific Auto ID cards for my clients
Managing General Agent Underwriter
Transportation Coverage Specialist
NY, NY
08.1998 - 09.2001
Negotiated with customers regarding policy terms and conditions as needed.
Analyzed clients 'Fleet exposure, fleet size, type of hauling and other risk factors to assess the level of risk involved in providing coverage.
Performed quality assurance checks on completed work prior to submission.
Collaborated with other departments within the organization to ensure efficient processing of customer applications.
Casualty Underwriter
Kemper Insurance Group
NY, NY
06.1996 - 08.1998
Collaborated with other departments within the organization to ensure efficient processing of customer applications.
Ensured compliance with all applicable laws, regulations, and guidelines related to insurance underwriting activities.
Developed relationships with middle brokers, agents, and external partners who may refer potential customers.
Evaluated claims data from previous policies to identify trends or patterns that may indicate a higher level of risk associated with certain types of policies.
Casualty Insurance Underwriter
American International Group (AIG)
NY, NY
05.1995 - 06.1996
Reviewed and evaluated insurance applications to determine acceptability of risk.
Participated in meetings with senior management team members regarding strategic initiatives for improving product offerings or increasing market share.
Attended training sessions with staff members on topics such as evaluating customer risks or understanding regulatory requirements.
Applied rating to encourage safe, profitable distribution of risks.
Casualty Underwriter (Construction Division)
Reliance National Risk Specialist
NY, NY
04.1989 - 05.1995
Technical Assistant to senior Underwriters in the Construction Division performing rating, endorsement issuance, marketing reinsurance submissions.
Evaluated customer claims data to identify patterns or anomalies in coverage levels or pricing practices for senior underwriting staff.
Promoted to underwriter in the Asbestos / Lead Abatement division.
Participated in meetings with client representatives to discuss renewal terms and any necessary modifications.
Education
Bachelor of Science - Business Administration And Management
Saint John's University
Queens, NY
06-1984
Skills
Industry Expertise
Employee Mentoring
Casualty Insurance product expertise in the Construction and Wrap Up field
Proficient in certificate of insurance Issuance, Endorsement issuance, Auto ID card issuance, and renewal invoicing
Affiliations
Attended University of Full Baseball Scholarship
Ran 4 New York marathons
Father of 3 children ages 10, 10 (twins) and 14 and participate in all their athletic and cultural activities during off hours
Certification
Property and Casualty Licensed in the State of Illinois
Timeline
Senior Account Representative II
Aon Risk Specialist
09.2001 - 08.2024
Managing General Agent Underwriter
Transportation Coverage Specialist
08.1998 - 09.2001
Casualty Underwriter
Kemper Insurance Group
06.1996 - 08.1998
Casualty Insurance Underwriter
American International Group (AIG)
05.1995 - 06.1996
Casualty Underwriter (Construction Division)
Reliance National Risk Specialist
04.1989 - 05.1995
Bachelor of Science - Business Administration And Management
Saint John's University
Property and Casualty Licensed in the State of Illinois
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