Janet Fleming,AAI
Brewster,NY
Summary
Seasoned Large Lines Commercial Account Executive with a proven track record at USIC Locating Services, adept in technical sales and management. Excelled in boosting customer satisfaction and retention, managing over $100MM in premiums, and mastering market trends for competitive pricing. Demonstrates strong sales presentations skills and a knack for maintaining vital carrier relationships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Large Lines Commercial Account Executive
USI Insurance Services LLC
White Plains, NY
09.2024 - 10.2024
- Developed and implemented successful strategies to boost customer satisfaction and retention in insurance policies.
- Mixed Book servicing over $100MM premium
- Collaborated with other departments to ensure compliance with relevant laws and regulations.
- Conducted research on market trends and competitor analysis in order to develop competitive pricing plans.
- Review client contracts.
- Participate in assisting Junior Executives on their Career Path
Large Lines Commercial Account Executive
The Hilb Group
Richmond, VA
06.2021 - 09.2023
- 100% remote.
- Managed large book, $110MM premium, including manufacturing, unions, transportation, and heavy contracting.
- Heavy contact with excess and surplus markets.
- Market to all admitted and non-admitted markets, including Chubb, Travelers, CNA, Hartford, AIG, and more.
Marketing Manager & Account Executive
Brown & Brown
Mahopac, NY
04.2018 - 06.2021
- Managed large commercial book, including contract business, municipalities, and middle market. Book size is $30.5M with average premiums of $250k-$1.5M.
- Markets and placed business with numerous carriers. direct and non- admitted
- Handled all day to day service.
- Conducted client meeting and stewardship meetings, ensuring thorough and accurate communication.
- Managed customer retention initiatives with focus on remarketing process.
- Maintained and built carrier and client relationships.
Cleint Service Supevisor/Marketing/Account Executive
Arthur J Gallagher & Co, Inc
White Plains, NY
03.2017 - 04.2018
- Oversaw key accounts with a focus on large construction businesses and middle market accounts while maintaining retention via marketing when needed. Book of business totaled $16M.
- Handled day to day including applications, policy changes, billing, marketing, certificates, and binders.
- Conducted client meetings and stewardship meetings.
- Managed professional standards and successfully completed first audit with a 99.87% grade.
Senior Commercial Account Executive
Advocate Brokerage Corp
Scaradale, NY
07.2015 - 03.2017
- Performed all aspects of servicing a commercial lines book with focus on hospitality, contractors and real estate.
- Maintained carrier relationships
- Placed and rated new risks
- Remarket renewal where needed.
Education
Accredited Advisor in Insurance (AAI) - Insurance
Insurance Institute
Remote06-2014
Skills
- Maintaining retention
- Management
- Technical sales
- Sales Presentations
- Client servicing
Certification
- Holds NY & CT brokers license
Timeline
Large Lines Commercial Account Executive
USI Insurance Services LLC
09.2024 - 10.2024
Large Lines Commercial Account Executive
The Hilb Group
06.2021 - 09.2023
Marketing Manager & Account Executive
Brown & Brown
04.2018 - 06.2021
Cleint Service Supevisor/Marketing/Account Executive
Arthur J Gallagher & Co, Inc
03.2017 - 04.2018
Senior Commercial Account Executive
Advocate Brokerage Corp
07.2015 - 03.2017
- Holds NY & CT brokers license
Accredited Advisor in Insurance (AAI) - Insurance
Insurance Institute
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