Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic outside marketing activities.
Overview
31
31
years of professional experience
1
1
Language
Work History
Assistant Associate Account Executive
CoverX Specialty Insurance
, NY
10.2008 - Current
Develop productive agency/client relationships in support of business objectives through a disciplined sales management approach (i.e., planning and follow-up for agent/broker and end customer interaction) in support of business objectives.
Effectively assist in development and executing sales plan primarily through telephone and e-mail interaction with agents, brokers and clients, as well as occasional customer visits with emphasis more on inside than outside marketing and sales activity.
Review of applications and financial requirements for risks requiring complex underwriting skills.
Determines acceptability of risk in accordance with company guidelines and standards.
Determine appropriate pricing based on financial and competitive analysis in line with compliance requirements.
Prepare quotes and answers questions from agencies, policyholders or other external contacts and escalates issues to management along with proposed solutions as necessary.
Negotiates with agents to reach positive and profitab.
Senior Account Manager
Travelers
New York, NY
10.2003 - 10.2008
Participate with Account Executives in the renewal and new business activities that support marketing and underwriting decisions that are consistent with business unit growth and retention goals.
Partner with Account Executive to establish support needs for new and renewal policies Manage account documentation Ensure accurate and timely servicing of accounts.
Communicate regularly with brokers Provide administrative support and other related services as needed Participate in project/assignments as needed Assist other branch offices remotely when necessary.
Client Specialist
Aon Risk Services, Inc
New York, NY
06.2003 - 10.2003
Policy Maintenance Unit Responsible for the accuracy and completeness of Commercial Package, Auto, Workers' Compensation and Umbrella policies for New Business, Renewals and Endorsements within standards.
Prepare and submit endorsement requests to carriers via email, fax or endorsement request letters.
Process endorsements, set-up Office Management System to invoice premium-bearing endorsements, maintain computer diaries on outstanding requests.
Liaise with internal customers and carriers, as appropriate, to obtain necessary information and documentation to complete the review of policies, endorsements, etc.
Forward discrepancies to the Account Manager for approval to request corrections from carrier.
Update Office Management System with accurate client information; prepare copies of all documents for electronic filing into the Document Management System.
Review policy endorsements from carriers or syndicators for accuracy and completeness using information such as binders, expiring policies, etc., in.
Team Leader Senior Technical Assistant
Gulf Insurance Group
New York, NY
10.1993 - 06.2003
Administration of policy issuance from quote through issuance, including subsequent transactions.
Implementing and maintaining quality control procedure and spot checking the work generated by the Support Specialists in the group.
Ensuring that the staff within the group is provided the proper training in order to attain departmental goal.
Work with Operations Manager and Underwriters to ensure corporate goals are achieved and proper procedural changes are made to correct any deficiencies.
Assist Support Specialists in any area to meet departmental objectives.
Correspond with brokers on a daily basis Responsible for reviewing over 500 renewal Broker Dealer applications Approval of all new applications including rating accounts for quotes Prepare monthly bordereaux for billing and reinsures Issue cancellation advises/notices on non-renewals.
Education
Diploma - Business
Evander Childs High School
June 1995
degree not yet completed - Marketing
Mercy College
Accomplishments
INS 21, INS 22
Knowledge of Microsoft Office (Excel, Word) Docu Solutions, DMS
(Document Management System), Rackley Rating System, Oden Ins Form, and Oden Terminator System.
Account Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance BrokersAccount Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance Brokers
Kronos Timekeeping Specialist - Human Resources at White Plains Hospital CenterKronos Timekeeping Specialist - Human Resources at White Plains Hospital Center