Insurance professional with solid experience and knack for risk assessment and policy evaluation. Adept at analyzing data and making informed decisions to mitigate potential losses. Highly focused on fostering team collaboration and driving results, adaptable to changing needs.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Professional Liability Broker
Arlington Roe & Co.
01.2019 - Current
Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
Program Administrator
IIA of Illinois
10.2013 - 01.2019
Established strong relationships with key stakeholders, ensuring support for program initiatives.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Leveraged data and analytics to make informed decisions and drive business improvements.
Commercial Lines Account Manager
American Central
09.2012 - 08.2013
Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
Commercial Lines Account Manager
Nicoud Insurance
09.2008 - 09.2012
Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
Negotiated competitive insurance rates with carriers, maximizing value for clients.
Managed large commercial accounts portfolio, consistently exceeding performance targets in new business development and retention metrics.
Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments.
Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
Maintained required data in agency management system to follow corporate guidelines.
Commercial Lines Account Manager
Forsyth Insurance Group Inc.
07.2006 - 09.2008
Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
Negotiated competitive insurance rates with carriers, maximizing value for clients.
Conducted annual reviews of existing policies to update information.
Educated clients on insurance policies and procedures.
Processed cancellation requests from carriers and provided resolution to maintain financial equity.
Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
Education
High School Diploma -
Stark County High School
Toulon, IL
05-1997
Skills
Documentation review
Underwriting guidelines
Analyzing data
Relationship building
Certification
Certified Insurance Service Representative (CISR)- The National Alliance for Education & Research
Certified Insurance Counselor (CIC) - The National Alliance for Insurance Education & Research.
Registered Professional Liability Underwriter (RPLU) - Professional Liability Underwriting Society.
Cyber Professional Liability Practitioner (CPLP)- Professional Liability Underwriting Society
Executive Professional Liability Practitioner (ExecPLP)- Professional Liability Underwriting Society