Enthusiastic and reliable individual eager to contribute to Team Success through hard work, attention to detail, excellent Organizational skills and continuing education.
Responsible for Managing CL Book of Business for Hurley Insurance Agency LLC. - Reviewing Monthly Expiration Reports to Round up Accounts, Recommendations on Missing Coverages. Remarketing if necessary.
Service Clients for all 10 Risman Insurance Agency Locations when they call or come into Danvers Office. Includes Answering Phones, Making Payments, Reporting Claims, Providing Certificates of Insurance, Processing ITV Reports, Providing Finance Agreements, Policy Change Requests, Audits, Following up on Loss Control Recommendations, Processing Cancellation/Reinstatements, Invoicing in Agency Management System.
Handles New CL Prospects, Preparing Accord Applications, Quoting with various Carriers, Prepare and Present Proposal to Prospect, Binding and Processing of New Policies.
Handles Surplus Lines Accounts - New and Renewal, Detail review of Coverages, Policy Forms/Exclusions, Limitation Endorsements. Minimum Earned Premiums.
Acting as mentor to new employees
Member of Social Committee for 10 Offices
Commercial Lines Underwriting Technician for New Jersey Territory
Commercial Lines Rating Supervisor
Commercial Lines Rater
Customer Service Department
Mailroom Processor
P&C License in State of New Hampshire and Massachusetts