Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline

Jerilyn Levetta Gamble-Trotman

Brooklyn

Summary

Fine Arts Insurance professional with a comprehensive background in risk management and client advisory services. Known for delivering tailored insurance solutions and fostering long-term client trust, valued for a collaborative approach, adaptability in dynamic environments, and a strong commitment to achieving results through effective communication and problem-solving.

Overview

33
33
years of professional experience

Work History

Fine Arts Insurance Broker

Arthur J. Gallagher & Company
04.2004 - Current
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
  • Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
  • Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
  • Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Calculated quotes and educated potential clients on insurance options.
  • Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
  • Evaluated accuracy and quality of data entered into agency management system.
  • Retained 95% of policyholders during annual renewal period.

Paralegal

Ballon Stoll Bader & Nadler
08.1992 - 05.2000
  • Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
  • Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
  • Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
  • Assisted counsel in preparing answers, providing documentation, and information for discovery request.
  • Edited and proofread legal documents to verify accuracy.
  • Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
  • Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
  • Prepared legal briefs, motions, and pleadings.
  • Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
  • Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
  • Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
  • Conducted detailed client intakes and entered information into company database.
  • Assisted attorneys with trial preparation through thorough research and analysis of relevant laws and regulations.
  • Expedited document review process by conducting initial reviews of key documents for relevance and privilege status.

Education

Paralegal Studies

Berkeley College, New York, NY
03-1993

Skills

  • Proactive team player
  • Driven
  • Claims handling
  • Sales presentations
  • Client prospecting
  • Relationship building
  • Policy renewals
  • Customer follow-up
  • Account management
  • Customer service

Accomplishments

In 2024, I had the opportunity to interview with the Black Insurance Industry Collective (BIIC) to highlight my experience as a fine arts insurance broker.


I also have the opportunity to host lunch-and-learns and teach classes to clients to uphold risk management.

Timeline

Fine Arts Insurance Broker - Arthur J. Gallagher & Company
04.2004 - Current
Paralegal - Ballon Stoll Bader & Nadler
08.1992 - 05.2000
Berkeley College - , Paralegal Studies

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Jerilyn Levetta Gamble-Trotman