Summary
Overview
Work History
Education
Skills
Timeline
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Brandan Nieves

Bloomfield,NJ

Summary

Highly motivated and driven individual with the ability to develop and implement effective action plans. Reliable professional who meets and exceeds client expectation. Continually seeking to learn and grow as an individual and professional. Fully licensed in Life, Accident, and Health insurance, as well as Property and Casualty insurance. Experienced in Microsoft office.

Overview

7
7
years of professional experience

Work History

Commercial Lines Account Executive

KORE Insurance
08.2022 - Current
  • Manage over 60 Middle Market commercial accounts of diversified risks ranging from 100k - 2M in premiums
  • Responsible for handling renewal process, underwriting, marketing, new client relationships, and servicing existing clients needs
  • Provide clients with professional insurance expertise in General Liability, Umbrella, Workers Compensation, Cyber Liability, Employment Practices and Management Liability
  • Increase company revenue by recommending additional insurance coverage to clients where needed. (i.e. Cyber Liability, Employment Practices Liability, Umbrella etc.)
  • Provide clients with the required coverage based upon lease agreements and contracts
  • Review audit reports, profit and loss statements, balance sheets, loss runs and invoices to ensure all information is properly detailed and reconciled.
  • Create, process and review change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, LPR's, and billing allocations

Commercial Lines Account Manager

USI Insurance Services
01.2022 - 08.2022
  • Managing a book consisting of 150+ diversified small business accounts in the $5k-$50k premium range
  • Providing informed guidance to assist clients in choosing commercial insurance products to suit business needs.
  • Display of consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Maintaining consistent knowledge of industry products and attended continuous education events to increase product knowledge.

Customer Service Representitive

E.B Cohen & Associates
08.2018 - 11.2021
  • Manage over 30 small business commercial accounts of diversified risks ranging from 5k - 50k in premiums.
  • Responsible for handling renewal process, underwriting, marketing, new client relationships, and servicing existing clients needs
  • Review audit reports, profit and loss statements, balance sheets, loss runs and invoices to ensure all information is properly detailed and reconciled.

Insurance Agent

Geico
06.2017 - 08.2018
  • Responsible for calling leads, scheduling appointments, and identifying customer needs, as well as establishing relationships and following up with customers, as needed.
  • Use a client-focused, needs-based review process to educate customers about insurance options.
  • Consistently meet and exceed individual sales goals.

Education

1 Year - Business Communications

Essex County College

High School Diploma -

Bloomfield High School
Bloomfield, NJ
2010

Skills

  • Teamwork and Collaboration
  • Responding to Difficult Clients
  • Applied Epic CRM Software
  • Verbal and Written Communication
  • Sales and Upselling
  • Microsoft Office Suite including Excel
  • Excellent Attention to Detail

Timeline

Commercial Lines Account Executive

KORE Insurance
08.2022 - Current

Commercial Lines Account Manager

USI Insurance Services
01.2022 - 08.2022

Customer Service Representitive

E.B Cohen & Associates
08.2018 - 11.2021

Insurance Agent

Geico
06.2017 - 08.2018

1 Year - Business Communications

Essex County College

High School Diploma -

Bloomfield High School

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Brandan Nieves