Carla Gordon
Marlton
Summary
I am an organized, analytical Individual that excels in my insurance skills. My positive attitude, determination, hard work, and desire to do my best highlights who I am. I pay strong attention to detail and have excellent oral and written communication skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Broker
Rock Insurance Agency
04.2024 - Current
- Write personal lines; through various carrier’s
- Grow existing book of business
- Service existing book of business
- Build pipeline
- Scout for new busy opportunities
Independent Insurance Broker
Best Local Broker
07.2022 - 03.2024
- Wrote P&C personal lines, General Liability, commercial, Life, annuity, Medicare, and health
- Service all personal/commercial lines
- Build relationships for new acquisitions
- Retaine existing book of business
Insurance Agent
Liberty Mutual
11.2019 - 07.2022
- Wrote new P&C, Life, Health, and Annuity business
- Lead offices with high P&C/Life binds
- Worked with acquisitioned OEM/Direct dealerships to close P&C deals
- Traveled and built relationships with direct sources for business
- Retained book of business
- Continued education to stay abreast with changing carriers’ laws, rules, and DOB regulations
- Serviced existing book
Account Manager
New Horizons Learning Solution (TEMP)
07.2019 - 10.2019
- Consistently achieve and exceed sales goals
- Follow proven metrics to establish and grow account base and report daily on individual results
- Prospect and cold call
- Maintain great rapport and continue long-term relationship
- Provide customers with tailored solutions IT unique to their specific needs
- Offer ongoing IT learning solution
- Upsell and cross sell all New Horizons products
- Facilitate all meeting
Account Manager
Gallagher Bassett Services
08.2016 - 07.2019
- Managed my book of business Workers Comp, Auto, General Liability, Bodily injury, Product Liability and property damage claims
- Provided monthly losses, banking, recovery, graphs and other reports
- Provided claims forecasting
- Minimized liability on high loss or catastrophic claims
- Provided claims solutions with GB product
- Negotiated and renewed all contracts
- Implemented all new clients., SI, claim, pyramid and escrow for a smooth transition to GB
- Facilitate all claim reviews and make suggestions
- Analyze Escrow suggestions for claim volume and, pre-funding
- Managed all Dashboards and Sales Force Data
- Managed, updated and complied with all special instructions
- Managed claims adjusters & supervisors to ensure claims are handled correctly
Claims Adjuster
Gallagher Bassett Services
04.2016 - 08.2017
- Investigate, settle and go to arbitrate with defense on all property and general liability claims
- Negotiate settlement packages with attorneys
- Managed Medicare and Erisa Liens
- Interpret lease and determine third party involvement
- Read medical diagnosis and treatments
- Managed daily diary, new losses and claimant contacts
- Analyze and evaluate medical coverage to determine lien
- Mitigate damages for Bodily Injury and Property Damage claims
- Communicate with clients, and claimants to obtain written and recorded statements
- Settled claims with the least number of damages for my client
Education
Criminal Justice Degree -
Kean University
Skills
Vertifore
Microsoft 360
Ezlynx
Bold
Excel
Microsoft
Certification
Property, Casualty, Life, Health, Annuity, NJ, PA, DE, FL, NC, SC, AZ, TN
Timeline
Insurance Broker
Rock Insurance Agency
04.2024 - Current
Independent Insurance Broker
Best Local Broker
07.2022 - 03.2024
Insurance Agent
Liberty Mutual
11.2019 - 07.2022
Account Manager
New Horizons Learning Solution (TEMP)
07.2019 - 10.2019
Account Manager
Gallagher Bassett Services
08.2016 - 07.2019
Claims Adjuster
Gallagher Bassett Services
04.2016 - 08.2017
Criminal Justice Degree -
Kean University
Similar Profiles
Tina ReedTina Reed
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Dawn LongoDawn Longo
Commercial Account Executive at Risman Insurance Agency/Hurley Insurance AgencyCommercial Account Executive at Risman Insurance Agency/Hurley Insurance Agency
DANIEL J GATTIDANIEL J GATTI
Sales & Service Administrator at PNC Private BankSales & Service Administrator at PNC Private Bank
Craig DavidsCraig Davids
Community Based Health Manager at Virtua HealthCommunity Based Health Manager at Virtua Health