Michael Klugman
Goshen
Summary
An insurance broker's primary obligation to a client is to find the best benefits at the most cost effective premiums. What separates a good broker from all the others is SERVICE. I have always acted as a trusted liaison between my clients and the insurance company. Being hands-on with claims, billing, implementation, maintenance, and full support of a client builds the foundation for a sustained and successful business relationship. Dealing with a diverse range of clients from small mom-and-pop businesses to law enforcement and labor unions, I have negotiated contracts and acted as a representative for clients needing group insurance benefits including health, dental, vision, LTD, STD, CI, accident, and cancer. With over 3 decades of experience in the employee benefits industry, as well as the experience gained from running my own brokerage, I have a unique perspective that will strongly benefit the company I work with. I aim to be an advocate and valued partner for clients who truly cares about their benefits and employees.
Overview
33
33
years of professional experience
Work History
President
EPIC Risk Solutions
08.2010 - Current
- Exhibited strong leadership skills while providing guidance and direction to executive team members.
- Created vision and strategic priorities that align with goals and visions of the organization.
- Fostered a positive working environment by encouraging collaboration among staff members.
Executive Vice President
Klugman Associates
03.1994 - 08.2010
- Achieved company growth by implementing strategic initiatives and fostering collaboration across departments.
- Managed risk effectively by implementing robust policies and procedures designed to mitigate potential threats to the business.
- Established a clear vision for organizational growth while developing actionable plans to achieve both short-term and long-term objectives.
Account Executive
Medical Administrators/ NPPN
06.1991 - 02.1994
- Increased profitability within accounts by cross-selling additional products and services while preparing presentations highlighting their values to prospects.
- Established trustful relationships with clients through regular follow-up calls and emails.
- Cold-called and followed up with prospective customers to promote overall satisfaction and continued business.
Education
Bachelor of Science - Finance/Marketing
LIU-CW Post
Brookville, NY09.1991
Skills
- Quality Assurance
- Process Improvement
- Product Development
- Staff Management
- Employee Relations
- Company Representation
- Revenue Growth
- Marketing Expertise
- Organizational Leadership
- Profitability Optimization
- Consulting
- Account Management
Timeline
President
EPIC Risk Solutions
08.2010 - Current
Executive Vice President
Klugman Associates
03.1994 - 08.2010
Account Executive
Medical Administrators/ NPPN
06.1991 - 02.1994
Bachelor of Science - Finance/Marketing
LIU-CW Post