MATTHEW J. TAUB
Massapequa Park
Summary
Senior Account Executive specializing in commercial insurance account management. Successfully oversees a book of business exceeding $1,250,000 while driving consistent yearly revenue growth and maintaining high client retention through exceptional service.
Overview
1
1
Certification
18
18
years of professional experience
Work History
Senior Account Executive
HUB International
Melville
08.2017 - Current
- Achieved consistent yearly revenue growth through strategic account management leading to high retention rates
- Oversee a book of business exceeding $1,250,000 in revenue
- Managed commercial accounts through all stages, from marketing to renewal, enhancing client relationships
- Extensive knowledge of both admitted and non-admitted real estate markets
- Vetted contractor policies to ensure effective risk transfer, safeguarding client interests
Office Manager
SRS Brokerage
Valley Stream
10.2012 - 08.2017
- Oversaw staff and operations for commercial and personal lines, ensuring seamless service delivery
- Managed policy renewals, ensuring compliance and accuracy of coverage for clients
- Prepared quotes, bound policies, and provided account servicing
- Processed payments for policies with insurance carriers and finance companies
Office Manager
H. Power Distributors
Freeport
01.2009 - 10.2012
- Managed bookkeeping, reconciliations, order processing, and customer service
- Handled office tasks using Microsoft products
- Addressed and resolved customer complaints effectively
- Delivered goods to customers on an as-needed basis, ensuring timely distribution.
- Delivered exceptional customer service, resulting in increased satisfaction ratings
Education
Broadcast Journalism
Connecticut School of Broadcasting
Westbury, NY09-2008
Liberal Arts
Nassau Community College
Garden City, NYSkills
- Commercial real estate insurance
- Account management
- Risk management
- Risk assessment
- Applied Epic software
- CSR24 platform
- Microsoft Office
- Claude AI technology
Certification
- New York State Property & Casualty Broker License #133254
Timeline
Senior Account Executive
HUB International
08.2017 - Current
Office Manager
SRS Brokerage
10.2012 - 08.2017
Office Manager
H. Power Distributors
01.2009 - 10.2012
Broadcast Journalism
Connecticut School of Broadcasting
Liberal Arts
Nassau Community College