Georgina Wong
Central Islip,NY
Summary
Dynamic Senior Account Executive at HUB International Northeast Limited with expertise in contract negotiation and customer relationship management. Proven track record in developing tailored insurance solutions, enhancing client retention, and driving upselling opportunities. Skilled in Epic systems, I excel at fostering strong client relationships while delivering exceptional service and strategic insights.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Account Executive
HUB International Northeast Limited
Melville, New York
08.2021 - Current
- Provided expert guidance to clients on risk management and coverage options by developing tailored insurance solutions to meet their needs. Managed complex contract negotiations, securing favorable terms for both the company and clients. Created and presented client proposals tailored to specific business needs and objectives. Identified opportunities for upselling and cross-selling within existing client accounts. Established and maintained strong relationships with clients to ensure retention. Managed day-to-day client accounts, resolving client issues, inquiries, or requests for information promptly to ensuring high levels of customer satisfaction. Facilitated training sessions for junior staff on best practices in account management and customer service.
Account Manager II
BWD GROUP/NFP PROPERTY & CASUALTY SERVICES, INC
04.2015 - 08.2021
- Service my real estate portfolio, along with assist team manager with everyday insurance task: policy checking, endorsement processing, billing, answering client questions, generating insurance binders, review/negotiate renewal quotes, generate renewal proposals, create premium allocations, create finance agreements, try to round out account by offering clients with management liability coverage lines.
Assistant Account Executive
HUB INTERNATIONAL NORTHEAST LTD
04.2008 - 04.2015
- Maintain a professional relationship with a diverse commercial clientele, while providing them with industry knowledge on coverage’s. Update all renewals including policy applications and policy billing; process all renewals/change requests/cancellations; close out activities of account managers when processing is completed; enter all appropriate activities in the system; make calls to companies when there are problems/questions pertaining to coverage; proficiency in accessing all company systems/websites to obtain all necessary information in the processing procedures; obtain quotes from underwriters; rate renewing policies or new line coverages on various market websites; follow-up on recommendation compliances; generate proposals; create schedules of insurances; perform other miscellaneous duties and projects as assigned.
Education
Bachelor’s Degree - Science, Technology & Society, Business Management
SUNY Farmingdale
Farmingdale, NYSkills
- Epic systems expertise
- Microsoft OS application
- Customer relationship management
- Contract negotiation
Certification
Licensed P&C Broker
Languages
Spanish
Professional
Timeline
Senior Account Executive
HUB International Northeast Limited
08.2021 - Current
Account Manager II
BWD GROUP/NFP PROPERTY & CASUALTY SERVICES, INC
04.2015 - 08.2021
Assistant Account Executive
HUB INTERNATIONAL NORTHEAST LTD
04.2008 - 04.2015
Bachelor’s Degree - Science, Technology & Society, Business Management
SUNY Farmingdale