Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kyle Edwards

'Ewa Beach,HI

Summary

Seasoned insurance professional known for high productivity and efficient task completion. Specialize in market analysis, risk management, and client portfolio optimization. Excel in negotiation, communication, and relationship building, ensuring success in fast-paced environments.

Overview

9
9
years of professional experience

Work History

Broker

USI
Woburn, MA
08.2022 - Current
  • Conducted thorough due diligence prior to making any recommendations on insurance program
  • Developed long-term relationships with customers by providing personalized service and advice.
  • Communicated regularly with clients regarding changes in the marketplace for their respective industry
  • Achieved 110% of quota in the first 12 months through successful acquisition of new clients.
  • Assessed client risk profiles and recommended appropriate coverage plans.

Account Manager

Marsh & McLennan Agency
Worcester, MA
01.2021 - 08.2022
  • Effectively handled a $5M book, specializing in manufacturing and municipalities.
  • Generated quotes for customers based on individual requirements.
  • Maintained accurate records of client accounts and policy information.
  • Ensured compliance with all applicable laws, regulations and standards.
  • Reviewed existing policies to determine if changes were necessary.
  • Developed relationships with clients to ensure satisfaction and loyalty.
  • Advised customers on risk management strategies tailored to their specific needs.
  • Coordinated activities between departments within the organization.
  • Negotiated terms and conditions of policies with customers

Client Service

Willis Towers Watson
Boston, MA
09.2020 - 01.2022
  • Advised clients on the best type of coverage based on their individual needs.
  • Provided customer service by answering inquiries and providing accurate information regarding insurance policies.
  • Prepared monthly statements detailing premiums owed by customers along with any adjustments that need to be made.
  • Reviewed contracts for accuracy before submitting them for approval or signature.
  • Utilized computer system to update customer profiles and manage other data entry needs.
  • Audited documents related to policyholder accounts for accuracy prior to filing them away.
  • Performed financial calculations related to premium payments and refunds when necessary.
  • Conducted follow-up calls with customers to ensure satisfaction with services provided.
  • Met deadlines consistently while maintaining high standards of quality assurance.
  • Coordinated with underwriters to ensure accuracy of documentation prior to issuing policies or making changes to existing ones.
  • Participated in meetings with internal departments such as Underwriting, Claims, and Compliance in order to resolve issues quickly.
  • Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
  • Monitored insurance claims process, ensuring compliance with policy terms and conditions.

Insurance Marketing Manager

Gallagher
Boston, MA
04.2015 - 09.2020
  • Assessed client risk profiles and recommended appropriate coverage plans.
  • Handled all aspects of servicing for a $6M book of business in heavy real estate and manufacturing.
  • Assisted senior level brokers with servicing and presentation of the City of Boston RFP.
  • Generated comprehensive modeling and flood reports for Producers
  • Conducted market research to identify competitive rates for clients.
  • Managed multiple accounts simultaneously while meeting deadlines efficiently.
  • Policy review of new and existing clients to find issues that we could solve.
  • Utilized industry software tools such as rating engines and quoting systems.
  • Quoted and created new business, designing innovative insurance programs for challenging real estate accounts.
  • Managed many policy renewals each year.
  • Submitted up-to-date activity and production logs to agency management for review.

Education

BBA - Insurance And Risk Management

University of Georgia
Athens, GA
12-2014

Skills

  • Compliance requirements
  • Risk Mitigation
  • Relationship Management
  • Sales strategy development
  • Communication proficiency
  • Customer Service
  • Interpersonal Skills
  • Policy Renewals
  • CRM Software
  • Customer follow-up
  • Business Planning
  • Account Management
  • Client Relations
  • Underwriting expertise
  • Property and casualty products

Timeline

Broker

USI
08.2022 - Current

Account Manager

Marsh & McLennan Agency
01.2021 - 08.2022

Client Service

Willis Towers Watson
09.2020 - 01.2022

Insurance Marketing Manager

Gallagher
04.2015 - 09.2020

BBA - Insurance And Risk Management

University of Georgia

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Kyle Edwards