Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Broker
Agentic Insurance LLC
Radnor, PA
04.2012 - Current
Maintained up-to-date knowledge of industry trends and regulations.
Assessed client risk profiles and recommended appropriate coverage plans.
Managed multiple accounts simultaneously while meeting deadlines efficiently.
Monitored the performance of existing accounts, including renewals and cancellations.
Performed administrative tasks such as preparing invoices, updating records.
Conducted market research to identify competitive rates for clients.
Negotiated with underwriters to secure favorable terms on behalf of clients.
Resolved customer inquiries regarding policy changes or coverage issues.
Compiled coverage and rating information in accessible formats.
Managed many policy renewals each year.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Education
High School Diploma -
Daniel Boone Area High School
Birdsboro, PA
06-1998
Skills
Financial Analysis
Market trend expertise
Portfolio Management
Marketing Strategies
Buyer vetting skills
Risk Mitigation
Certification
Resident Producer License (Property, Casualty and Allied Lines)
Affiliations
Coaching Youth and Adult Hockey.
References
References available upon request.
Timeline
Insurance Broker
Agentic Insurance LLC
04.2012 - Current
High School Diploma -
Daniel Boone Area High School
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