Corey Santos
New Bedford,MA
Summary
Detail-oriented Boat and Yacht Personal Insurance Account Manager experienced in coordinating policy renewals and underwriting processes. Delivered accurate quotes and proposals while ensuring compliance with underwriting guidelines and fostering strong relationships with brokers and clients. Contributed to research, development, and implementation of a new Boat and Yacht platform.
Overview
17
17
years of post-secondary education
24
24
years of professional experience
Work History
Yacht Account Executive Officer
Travelers Insurance
New Bedford, MA
08.2024 - Current
- Managed personal insurance accounts for Travelers Insurance clients, ensuring client needs were met and satisfaction maintained.
- Coordinated policy renewals with underwriters and brokers, facilitating smooth transitions and minimizing coverage gaps.
- Prepared quotes, proposals, and coverage comparisons for prospects.
- Reviewed client submissions for accuracy and complete information.
- Guided clients through endorsements, billing, and policy changes.
- Built broker relationships through responsive service and follow-up.
- Managed accounts by providing ongoing technical support after the sale was completed.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Cultivated relationships with key decision makers through regular client visits and follow-up calls, strengthening client loyalty and engagement.
Yacht Account Executive
Travelers Insurance
New Bedford, MA
04.2021 - 08.2024
- Managed personal insurance accounts for Travelers, coordinating renewals and policy changes.
- Built broker relationships and supported Travelers sales conversations with agency partners.
- Prepared submissions, quotes, and proposals using Travelers underwriting guidelines.
Boat and Yacht Lead Underwriter
Travelers Insurance
New Bedford, MA
04.2018 - 03.2021
- Evaluated submissions using Travelers underwriting guidelines and appetite
- Analyzed exposures, financials, and loss history for complex accounts
- Structured policy terms, pricing, and coverage for new business
Boat and Yacht Senior Underwriter
Travelers Insurance
New Bedford, MA
10.2014 - 03.2018
- Evaluated personal lines submissions using Travelers underwriting guidelines and risk appetite.
- Analyzed financial statements, loss runs, and exposure data for policy decisions.
- Negotiated coverage terms with agents and brokers for Travelers accounts.
Boat and Yacht Underwriter
Travelers Insurance
Fall River, Massachusetts
10.2005 - 09.2014
- Evaluated personal lines submissions using Travelers underwriting guidelines and appetite.
- Analyzed loss history, financials, and exposure data for risk selection.
- Communicated coverage terms and pricing with independent agency partners.
Boat and Yacht Customer Service Representative
Travelers Insurance
Fall River, MA
02.2003 - 10.2005
- Guided Travelers Boat and Yacht policyholders through billing, coverage, and account inquiries to ensure clarity and satisfaction.
- Addressed customer concerns efficiently using Travelers call center systems and documentation to enhance service experience.
- Executed policy changes and updates with precision to maintain compliance and support customer needs.
Education
Insurance Producer - Massachusetts Individual Insurance Producer
Commonwealth of Massachusetts
New Bedford, MA 09.2010 - 09.2026
Bridgewater State University
Bridgewater, MA 09.1988 - 04.1989
Bristol Community College
Fall River, MA 01.1988 - 05.1988
New Bedford Vocational Technical High School
New Bedford, MASkills
- Insurance underwriting
- Policy evaluation
- Risk assessment
- Account management
References
References available upon request.
Timeline
Yacht Account Executive Officer
Travelers Insurance
08.2024 - Current
Yacht Account Executive
Travelers Insurance
04.2021 - 08.2024
Boat and Yacht Lead Underwriter
Travelers Insurance
04.2018 - 03.2021
Boat and Yacht Senior Underwriter
Travelers Insurance
10.2014 - 03.2018
Insurance Producer - Massachusetts Individual Insurance Producer
Commonwealth of Massachusetts
09.2010 - 09.2026
Boat and Yacht Underwriter
Travelers Insurance
10.2005 - 09.2014
Boat and Yacht Customer Service Representative
Travelers Insurance
02.2003 - 10.2005
Bridgewater State University
09.1988 - 04.1989
Bristol Community College
01.1988 - 05.1988
New Bedford Vocational Technical High School