Kind-hearted, dedicated and genuine professional with a background in Property & Casualty Insurance. Known for strong work ethic, adaptability, and excellent interpersonal skills. Motivated to transition into the Real Estate Industry, leveraging experience and knowledge to pursue new opportunities for growth and advancement.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Commercial Insurance Producer
The Keats Insurance Agencies
New York, NY
08.2018 - Current
Assisted clients in identifying and implementing effective risk management strategies to protect against potential losses.
Analyze risk, develop coverage plans and cost effective insurance programs
Acted as a liaison between the firm and insurance carriers to successfully initiate and manage the procurement process for various commercial property, liability, and workers' compensation insurance products.
Collaborated and negotiated with senior insurance underwriters and account executives from leading insurance companies nationwide to create affordable insurance solutions for existing and prospective clients.
Generated over $10MM sales within a 5-year timeframe
Maintained a track record of surpassing yearly sales goals, generating 1MM + in premium revenue each year for the past 5 years.
Gained comprehensive knowledge of financial and insurance products, services, and best practices to stay current on latest industry trends.
Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Utilized expertise to offer tailored insurance options for wholesalers, manufacturers, and the trucking/logistics sector.
P&C Insurance Broker
Munaco Insurance Group
New York City, NY
01.2016 - 08.2018
Engaged customers and built relationships providing high level of service for P&C and Life Insurance
Cultivated strong connections with external entities including insurance carriers and wholesale insurance markets
Create positive synergy and pursue cross-selling opportunities
Recommended personalized solutions based on thorough assessments of customer requirements.
Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
Participated in continuing education courses to stay current on industry trends and changes in regulations.
Reviewed customer requests and provided competitive quotes in a timely manner.
Insurance Agent/ Intern
Insurance 4 Me Agency
East Hills , NY
01.2015 - 03.2016
Provided customers with information regarding plan features, pricing, and availability.
Conducted research to identify competitive rates and benefits offered by other providers.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Analyzed claims data to determine potential areas of improvement for policyholders' protection.
Generated reports detailing sales activities, client interactions, and progress towards goals.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.