JULIE DAVIDOFF
Fair Lawn,NJ
Summary
Accomplished Vice President at Willis of NY Inc., adept in managing $4.5M revenue portfolios and spearheading client renewals in the Risk Management and M&A space. Excelled in relationship building and leveraging expertise in MS Access for operational excellence. Demonstrated leadership through effective coaching and mentoring, significantly enhancing team performance and client satisfaction.
Overview
29
29
years of professional experience
Work History
VP, Client Advocate, Financial Institutions
Willis of NY Inc
New York, NY
08.2005 - Current
- Acting as the internal coordinator and external conduit at WTW for all resources that are delivered to clients, with a primary focus on the Risk Management accounts and M&A space.
- Managing the entire process for client renewals and new placements.
- Managing $4.5M revenue portfolio including accounts in financial sector, real estate and investment firms.
- Collaborating with Marketing Brokers, Client Advocates and Producers to prepare coverage specifications.
- Managing client-specific issues before and after binding processes.
- Organizing and provided proposals plus accompanying binders to clients.
- Serve as liaison between clients and insurers
- Managing resolutions of billing discrepancies, auto ID matters, and certification concerns for clients throughout policy durations.
- Work with several internal monitoring databases and ensure all transactions are monitored
- Process billing invoices for all transactions and present them to the clients
- Participate in the renewal and mid-term meetings with clients to discuss their needs and concerns
- Check all policies before they are presented to clients
- Make sure all the endorsements and special documents are included in the policies
- Communicate all the necessary corrections to the carriers to ensure the client’s satisfaction
- Complete compliance documents as needed for each account
Assistant Vice President, Insurance Broker, Construction & Real Estate Department
Willis of NY Inc
New York, NY
08.2005 - 01.2012
- Worked on the renewals and placements of new clients from inception until completion
- Participated in the renewal and mid-term meetings with clients to discuss their needs and concerns
- Partnered with marketers / brokers and producers in preparing coverage specifications and quote reviews
- Requested and reviewed new information against expiring policies and performed risk analysis
- Reviewed all quotes against submission and negotiated coverages, limits, endorsements, and exclusions with carriers
- Served as liaison between clients and insurance companies
- Made sure all the endorsements and special documents were included in the policies
- Checked all the policies before they were presented to the clients
- Accountable for resolving all billing and certificates issues for clients throughout the policy period
- Used several internal monitoring databases and ensured all transactions were effectively tracked and reviewed
- Input and elimination of policies in the internal database
- Created billing allocations and invoices for large and complex accounts and presented them to clients
- Communicated all the necessary corrections to the carriers to ensure the client’s satisfaction
- Worked in the Company’s compliance group completing documents needed for each account
Assistant Vice President, Database Manager / Local Operations Manager
Marsh Inc.
New York, NY
10.2001 - 08.2005
- Performed day-to-day management of the operations functions for Property and Casualty lines
- Responsible for creation, modification, documentation and implementation of effective system workflows and operation procedures related to product delivery, workflow and customer service improvement
- Assisted Account Management and Financial Management in resolving billing issues
- Developed monthly management reports to track active policies as well as new applications received, submitted, and bound
- Closely monitored the turnaround time on applications, quotes, renewals, and mail policies, ensuring local communication and adherence of Global Broking Tracking System processes and procedures
- Scheduled and ran ad hoc reports
- Managed special projects as needed
- Accountable for effective implementation of and adherence to established business processes
- Managed data clean up of Missing Spec Alert Report and Market Status Report, ensuring data integrity of all reports especially Spec Performance Report
- Eliminated duplicate placements; added new clients and holding companies; and changed client names, holding company names and issuing paper names as necessary
- Direct communication with the DBA team in San Francisco to resolve data related user issues/ requests
- Coordinated the training of current users and new users along with the National training coordinator
- Processed requests for office equipment and MAC requests and ensured technology compliance for all applications used by department
- Provided support in resolving space and staffing issues
- Prepared and facilitated job requisitions for new hires
- Coordinated the Balanced Scorecard process
- Responsible for making sure all users across the product line were following the procedures implemented for the specific Product Line
- Held regular meetings with Broker Representatives and Technical Assistants to discuss changes in the databases, billing issues along with workflow and performance issues/problems
Developer / Database Manager
Marsh Inc.
New York, NY
08.1998 - 10.2001
- Developed new MS Access database and assisted in converting FoxPro, Paradox and Approach databases into MS Access 7.0 database
- Participated in all stages of the project, from database design to business rules and front-end coding
- Assisted in the implementation and support of Client/Server Intranet based account tracking system
- Involved in designing, coding, and testing a software package for Marsh USA Inc
- Global Broking Department, intended to facilitate the process of billing the Company’s investment clients, and also keep track of all transactions
- The system is used to provide broker profile information, and track all accounts going through the department, and it is driven by Oracle Database
- Developed queries, reports and other procedures for use in a relational database environment
- Involved in development of data entry screens and on-line query processing utilizing advanced technologies
- Assisted in system testing for all application modification, enhancements, debugging as well as third party PC tools integration
Lab Assistant
New York City Technical College
Brooklyn, NY
01.1996 - 07.1998
- Tutored and debugged Visual Basic 5 and MS Access programs
- Consulted students and faculty on the use of hardware and software
- Participated in organizing student seminars
Education
Bachelor of Science in Insurance and Risk Management - Insurance & Risk Management
Canyon College
02.2009
ASA - Computer Science
ASA College of Computer Technology
08.1998
Computer Science - Computer Science (Object-Oriented Programming)
New York City Technical College CUNY
Brooklyn, NY07.1997
Skills
- Licensed Property and Casualty Broker
- Proposals and presentations
- Coaching and mentoring
- Company guidelines
- Relationship building
- MS Access
- Paradox
- Visual FoxPro
- Excel
- Microsoft
- IBS
- EPIC
Education and Licenses
- Bachelor of Science in Insurance and Risk Management, Canyon College, Graduated February 2009
- Property and Casualty Insurance Broker’s License (P&C), License Number: BR-980388, Obtained December 2002
- ASA College of Computer Technology, A.S. in Computer Science, August 1997 - August 1998
- New York City Technical College (CUNY), Computer Science Associate Degree with a focus on Object-Oriented Programming, September 1995 - July 1997
Languages
Russian
Native/ Bilingual
Timeline
VP, Client Advocate, Financial Institutions
Willis of NY Inc
08.2005 - Current
Assistant Vice President, Insurance Broker, Construction & Real Estate Department
Willis of NY Inc
08.2005 - 01.2012
Assistant Vice President, Database Manager / Local Operations Manager
Marsh Inc.
10.2001 - 08.2005
Developer / Database Manager
Marsh Inc.
08.1998 - 10.2001
Lab Assistant
New York City Technical College
01.1996 - 07.1998
Bachelor of Science in Insurance and Risk Management - Insurance & Risk Management
Canyon College
ASA - Computer Science
ASA College of Computer Technology
Computer Science - Computer Science (Object-Oriented Programming)
New York City Technical College CUNY