COLLEEN MAUGHAN

• Managed book of approximately $1.8M premium of high-net worth clients.
• Efficiently managed workload and prioritized tasks based on urgency and complexity levels.
• Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.

• Managed 250 High-Net Worth Clients with annual premiums ranging from $25k-$75k +.
• Marketed new lines of coverage to existing clients.
• Performed annual reviews and re-marketed accounts when appropriate.
• Oversaw implementation of policy changes to meet clients' changing risk exposure and prevent coverage gaps.
• Analyzed, educated and made coverage recommendations to facilitate clients understanding of coverage to increase customer satisfaction and retention.

• Prospect for potential referral partners and develop referral relationships with external businesses.
• Expand NEBCO's presence into Westchester County and Southern Connecticut.

• Lead contact for 200 high net worth clients and their families with annual premiums of $15,000 -$25,000.
• Market all new lines of business for existing clients from start to finish.
• Develop annual reviews for assigned clients, including coverage analysis.
• Manage claims process for all company clients.

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