Commercial and personal lines insurance professional with deep experience supporting client accounts, policy quoting, renewals, endorsements, and billing questions. Known for maintaining accurate files, resolving agent and client inquiries quickly, and supporting underwriting teams with dependable service and clear communication.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Underwriter Assistant (Small Commercial Business)
Amtrust Financial Services
New York, NY
06.2022 - 07.2026
Supported pre-underwriting reviews by gathering data and underwriting small business renewals under assigned authority.
Executed processing of policy changes, cancellations, and reinstatements.
Resolved agent inquiries on billing, renewal status, and underwriting questions, ensuring timely problem resolution.
Reviewed Loss Control reports, reconciled bound policies, and verified completeness of supporting documentation.
Provided critical administrative and operational support to the underwriting team.
(Remote Position)
Personal Lines Account Executive
Aebly & Associates, Inc.
West Seneca, NY
06.2020 - 01.2022
Build and maintain relationships with clients
Ensured consistent, accurate, and timely communication with clients through verbal and written correspondence.
Conducted face-to-face meetings with clients.
Respond to clients' needs by producing quotes, binders, certificates, policies and other related items.
Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly.
Understood underwriting and rating procedures for personal lines policies.
Prepared applications, submitted to insureds and carriers, obtained client signatures, and followed up for timely responses.
Renewed policies in accordance with agency standards.
Provide technical support to Producers (coverage-wise, with proposal, suspense items etc.) to help clients.
Personal Insurance Client Relations Associate
The Cesar Group
10.2017 - 05.2020
Serviced personal lines book of business by processing new and renewal business, endorsements, and customer payments to ensure timely coverage.
Processed personal lines claims and inquiries to provide prompt assistance and maintain client satisfaction.
Communicated with insurance companies and underwriters to advocate for clients' needs and facilitate smooth transactions.
Issued endorsements for all client policy changes.
Gathered necessary information to effectively meet customer's needs and expectations.
Addressed and resolved problem situations.
Received customer inquiries and complaints.
Processed customer information as quickly as possible to enhance the agency's image.
Issued insurance binders to confirm coverage for clients.
Personal and Commercial Lines Sales/ CSR
The Dave McMahon Insurance Agency
04.2012 - 05.2017
Serviced personal and commercial lines book of business by efficiently processing new and renewal business, audits, endorsements, and certificates of insurance to ensure client satisfaction.
Executed targeted sales strategies to successfully attract and engage potential clients. = Used Vertafore to quote and bind all personal lines of insurance.
Processed customer information swiftly to maintain a positive agency image and foster customer trust.
Communicated with insurance companies and underwriters on behalf of the clients.
Gathered necessary information to effectively meet customer's needs and expectations.
Processed commercial & personal lines claims and inquiries.
Issued endorsements for all client policy changes.
Issued binders and certificates.
Followed up on suspense items and open endorsements.
Rated for a variety of carriers.
Used insurance based web program IMS
Commercial Lines Underwriter/Broker Assistant
Russell Bond & Co. Inc
Buffalo, NY
03.2008 - 03.2011
Submitted new business to markets at the direction of the producer
Processed quotes (new business and renewals) at the direction of individual assigned accounts
Solicited renewals along with full processing of binders. Processed endorsements.
Managed cancellations, non-renewals, Loss Run requests, Premium Finance Agreements, and reinstatements, ensuring accurate invoicing.
Cultivated strong relationships with markets and clients to facilitate effective communication and collaboration.
Followed up on affidavits for filing with the state of New York (ELANY) and other states, checking documents before sending to compliance.
Used the computer program known as Imageright, along with AIM insurance based software.
Commercial Lines CSR
Braniecki Insurance Agency
Williamsville, NY
05.2007 - 03.2008
Quoted, bound, and underwrote all renewal applications and new business.
Processed commercial lines claims and inquiries.
Issued endorsements for client policy changes to ensure accurate coverage.
Prepared proposals for producers to support new business and renewal efforts.
Processed customer information efficiently to uphold agency's positive reputation.
Received customer inquiries and complaints.
Followed up on suspense items and open endorsements.
Used computer program known as TAM/Applied.
Commercial Lines Underwriter Assistant/CSR
Northeast Agencies Inc
Buffalo, NY
02.2001 - 04.2007
Gained diverse experience in processing, commercial lines underwriting assistance/CSR, and as back-up receptionist/switchboard operator.
Entered data for all incoming policies, including cancellations, reinstatements, and endorsements, ensuring accurate policy management.
Provided quality customer service with various Allstate agents all over the country and supported the Underwriting Sales Team process with new business and renewal accounts.
Reviewed, prepared, rated, and issued quotations/policies.
Managed multi-line phone system, directing inquiries efficiently to appropriate departments.
Used computer program known as TAM/Applied.
Education
Licensing Course - Property and Casualty Insurance
Bryant & Stratton College
Buffalo
08-2010
Associate's - Liberal Arts & Sciences
D'Youville College
Buffalo, NY
Skills
UnderwritingSoftware proficiency Agency management systems