Karen Hajek

Regional Insurance Broker handling mid to large-size construction accounts. Provide professional white glove customer service and support to clients and producers in assisting the maintenance and growth of assigned and prospective accounts.

• Respond to client requests and questions regarding their insurance program
• Prepare renewal certificates, auto IDs, invoices
• Assist claims and Surety Bond processing
• Maintain strong company relationships with underwriters
• Review and fulfillment of downstate construction contract insurance requirements
• Knowledge of TAM applied systems, Word, Excel and Outlook.

Perform all account transactions, including rating, applications, ID cards, endorsements, binders, certificates of insurance, renewals and follow-ups. Respond to client inquiries, incoming mail and emails, phone calls, and company requests for information. Assist clients in making appropriate coverage changes, and cross-sell each client. Inform and educate clients about coverage, exclusions and exposures.

• Manage a diverse book of business with premiums ranging from $20,000 to $ 1 million
• Market new and renewal business using over 25 in-house online markets and wholesale agencies
• Prepare and present new business and renewal proposals via internet or business meetings
• Responsible for overseeing new business accounts from inception to completion
• Servicing and marketing small to middle market commercial lines accounts for a high volume of contractors, retail stores, real estate, artisans, automotive and restaurants
• Prepare and present new business and renewal proposals to clients and underwriters
• IT Experience: Applied, TAM, Epic, Windows, MS Word, Excel, Internet and Insurance Company interfacing.