Natassja Gonzalez
Newark,N.J.
Summary
Results-driven Property & Casualty Account Executive, and Office Manager with 9 years of experience in the insurance industry. Skilled in developing client relationships and problem-solving. Strong knowledge of insurance products, coverages, and regulations. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Successfully managed a 6 million dollar book of business and ready to obtain a position with the opportunity of advancement where I’d be able to leverage my experience, knowledge, skills, and abilities for the successful completion of each job duty. Poised to contribute to team success and achieve positive results.
Overview
13
13
years of professional experience
Work History
Property & Casualty Account Executive
The Hilb Group Of NJ, LLC
03.2021 - Current
- Manage small to middle market accounts.
- Conduct thorough risk assessments and analysis for clients, identifying potential exposures and assisting clients in making appropriate coverage changes; inform and educate clients about coverage, exclusions, exposures, and audits; document electronic files accordingly.
- Issue binders and certificates upon request. As well as assisting insureds with policy endorsements, and billing.
- Take, report, and monitor claims for clients.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Prepare proposals and applications, submit to insureds and carriers; create tasks to follow up to insure timely responses.
- Negotiated prices, terms of sales and service agreements.
- Worked closely with underwriters submitting additional analysis or special consideration requests, ensuring clients received appropriate coverage.
- Built relationships with customers and community to promote long term business growth. As well as assisting Producer with achieving and exceeding sales targets, contributing to the agency's revenue growth and profitability.
Licensed Insurance Producer & General Manager
Transportation Risk Management LLC
12.2015 - 03.2021
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Cultivate strong client relationships to increase repeat and referral business.
- Successfully manage the sales and customer service for our agency.
- Increased client satisfaction by providing personalized insurance consultations and recommending tailored coverage plans.
- Maintained up-to-date records of client interactions, policy changes, invoices, and renewals in the agency management system.
- Assisted with claims processing, gathering, necessary information and documentation from clients and coordinating with our claims department.
- Review and order renewals according to agency procedures, and re-market where necessary.
- Collaborated with underwriters to negotiate favorable policy terms and conditions for clients.
Supervisor
Aaron Bail Bonds, Corp.
08.2014 - 12.2015
- Received inbound calls from inmates and was able to quickly and efficiently interview and screen the bond while quoting bond premiums
- Made outbound calls to any contacts provided to me and was able to convince potential customers to come into one of our offices and start the bail process.
- In less than six months was promoted to a Supervisor position.
- Managed a team of 20 in the Payments Department, providing training and support to the employees in their work and in achieving our target.
- Solve all major Customer Service problems.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Reduced employee turnover by fostering a positive work environment and providing ongoing feedback to staff members.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Facilitated staff development through regular training sessions on new accounting standards, software upgrades, or company-specific policies changes.
Lead Teller
Bank Of America
06.2011 - 09.2013
- Responsible for cash and checking deposits/withdrawals, and processing payments accurately.
- Maintain proper cash limits, cash checks and issue cashier’s checks, money orders, cash advances and funds transfers.
- Assist in all clerical duties within the bank.
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Boosted branch sales with proactive product recommendations based on customer needs.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
Education
B.A. in Business Administration -
Rutgers University
Camden, NJ05.2020
A.A. in Education (Early Childhood) -
Essex County College
Newark, NJ05.2015
Skills
- Windows XP
- Microsoft Suite
- AMS 360 Software
- ImageRight
- Contract Negotiation
- Claims Processing
- Relationship Building and Management
- Account Management
- Time Management
- Attention to Detail
- Organizational Skills
- Adaptability and Flexibility
- Customer Service
- Audits
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Portuguese
Limited Working
Timeline
Property & Casualty Account Executive
The Hilb Group Of NJ, LLC
03.2021 - Current
Licensed Insurance Producer & General Manager
Transportation Risk Management LLC
12.2015 - 03.2021
Supervisor
Aaron Bail Bonds, Corp.
08.2014 - 12.2015
Lead Teller
Bank Of America
06.2011 - 09.2013
B.A. in Business Administration -
Rutgers University
A.A. in Education (Early Childhood) -
Essex County College
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