Results oriented insurance professional with two decades of diverse experience now leveraging extensive industry knowledge to drive success in new business sectors. Proven track record in strategic planning, risk management and client relations. Adept at adapting to evolving landscapes and bringing a wealth of expertise to contribute to the success of diverse business endeavors.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Account Manager / Account Executive
Assured Partners
Marlton, New Jersey
04.2023 - Current
Manage a book of property & casualty business generating $1,000,000 in annual revenue.
Responsible for analyzing market trends and advising clients on changes to policies.
Guides clients through renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable. Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing
Provide mentoring and guidance to more junior team members, such as Account Coordinators
Developed long-lasting client relationships by providing exceptional customer service and support.
Enhanced communication between departments for more effective problem-solving and collaboration.
Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
Provided extensive support in sales, technical and business areas to key accounts.
Mentored junior account managers, fostering their professional growth and skills development within the company.
Examined claims forms and other records to determine insurance coverage.
Claims Adjuster / Temporary Supervisor
Progressive Insurance
Mount Laurel, New Jersey
01.2016 - 04.2023
Responsible for Claims Handling for Multiple Products (Personal Auto, Bodily Injury, Boat, Motorcycles, RVs, Travel Trailer, Commercial Lines) from start to finish.
Negotiated favorable settlements with claimants, attorneys, and other insurance carriers to minimize financial risk for the company.
Examined claims forms and other records to determine insurance coverage.
Conducted thorough quality assurance reviews of persona lines insurance claims files to ensure compliance with company standards, regulatory requirements and accuracy in claims processing.
Verified insurance claims and determined fair amount for settlement.
Conducted investigations of complex insurance claims, gathering evidence and analyzing relevant documentation.
Maintained compliance with state regulatory requirements through meticulous documentation and adherence to company policies.
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
Demonstrated commitment to the organization''s core values, leading by example and fostering a culture of excellence.
Commercial Lines Account Manager
KEH Insurance Agency, Inc.
Cherry Hill, NJ
01.2010 - 12.2015
Handle day to day service work for 3 producers that total 500+ accounts. Book of Business approximately $5,000,000. Accounts range in size from $500 minimum premium to $1,000,000.
Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Owner / Personal Trainer
Jersey Personal Fitness, LLC
Sicklerville, New Jersey
01.2012 - 12.2013
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently.
Educated clients on proper exercise techniques, reducing risk of injury during workouts.
Motivated clients to stay on track with fitness goals with positive and friendly approach.
Trained clients during strength training, cardio vascular exercise, and stretching.
Designed specific workout systems for individual clients based on performance ability.
Commercial Lines Account Manager
Dalton Insurance Agency / Brown & Brown of NJ, Inc
Glassboro, New Jersey
01.2005 - 12.2010
Prepared and reviewed insurance applications to verify compliance with regulations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.