Cristina DiCaprio
Wappingers Falls
Summary
Detail-oriented Account Manager with over a decade of experience in commercial lines. Skilled in policy analysis, teamwork, and effective communication, resulting in optimized coverage solutions and improved client relationships.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
PF Northeast Brokerage
Hopewell Junction, NY
03.2024 - Current
- Managed client relationships to ensure effective communication and service delivery.
- Processed policy renewals and endorsements to maintain compliance and accuracy.
- Collaborated with underwriters to assess risk and secure optimal coverage options.
- Conducted market research to identify competitive insurance solutions for clients.
- Developed detailed proposals and presentations for new business opportunities.
- Assisted clients in understanding policy details, terms, and benefits effectively.
- Trained new team members on systems, procedures, and best practices in account management.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
Commercial Lines Account Manager
The Hilb Group (formerly Avanti Associates, Ltd)
Pelham, NY
02.2013 - 03.2024
- Streamlined administrative processes to enhance operational efficiency within the team.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
- Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Conducted annual reviews of existing policies to update information.
Education
Associate of Science - Criminal Justice
Berkeley College
White Plains, NY12-2018
Skills
- Prospecting strategies
- Insurance underwriting
- Client services
- Record keeping
- Claims management
- Policy analysis
- Coverage negotiation
- Teamwork and collaboration
- Customer service
- Attention to detail
Certification
- NY Property & Casualty Brokers License - 2025-2027
- NYS Notary Public - 2022-2026
Timeline
Commercial Lines Account Manager
PF Northeast Brokerage
03.2024 - Current
Commercial Lines Account Manager
The Hilb Group (formerly Avanti Associates, Ltd)
02.2013 - 03.2024
Associate of Science - Criminal Justice
Berkeley College