Nicholas Cortese
Oakland,NJ
Summary
Overview
5
5
years of professional experience
1
1
Certification
Work History
Broker Services Associate
PURE Insurance
06.2022 - Current
- Conduct in-depth research on partner broker issues, identifying and implementing effective solutions
- Deliver exceptional service marked by warmth, empathy, and efficiency, both verbally and in written correspondence
- Utilize extensive experience and expertise to efficiently manage the complete endorsement process with precision
- Offer comprehensive assistance to broker partners throughout the policy lifecycle, encompassing tasks such as inputting new business quotes, processing premium payments, quoting and processing endorsements, conducting renewal reviews, issuing new policies, and completing AOR/BOR requests
- Exceed departmental accuracy goal by 6% while handling an average of 24 broker inquiries daily
Member Service Associate
PURE Insurance
09.2020 - 06.2022
- Provide comprehensive consultation and support to members through engaging and informative telephone and email interactions, addressing diverse needs such as billing inquiries, policy adjustments, and online portal assistance
- Managed approximately 30-40 incoming calls and emails per day from customers
- Demonstrated commitment to exceeding both daily and monthly production goals in Member Services, consistently delivering exceptional service
- Ensured integrity of customer account data by meticulously maintaining accuracy through both manual forms processing and digital information updates
- Assisted as scheduling floater when called upon by management
Insurance Intern
C. T. Lowndes & Company
01.2020 - 05.2020
- Collaborated with mentors to create marketing content to help promote customer retention
- Worked closely with account executives on all aspects of sales processes and assisted with building pipelines through prospecting
- Evaluated various websites for learning about specific properties and participated in visits to properties in question
- Assisted in the development of marketing strategies to increase client base and retention rates.
Sales Intern
Palmetto Benefit Solutions
01.2019 - 04.2019
- Sourced new sales opportunities through follow-up and outbound calls, emails, and LinkedIn messages
- Drove conversion of suspect to prospect through account research, identifying key players, and generating interest in working with Palmetto Benefit Solutions
- Conducted business-to-business phone calls discussing services provided and value proposition
Education
Bachelor of Science - Business Administration
College of Charleston
Charleston, SC05.2020
Skills
- Proficient in consensus-driven communication, adept at facilitating collaboration across diverse business units to drive organizational success
- Quick to adapt to emerging technologies, with extensive expertise in utilizing Microsoft Office suite and multiple of statistical software applications
- Skilled in implementing customer retention strategies and proficient in data entry, maintenance, membership inquiries, renewals, and Salesforce management
Certification
- Microsoft Office Specialist Excel 2016, issued November 2019
- Licensed NJ Realtor, issued April 2022
Timeline
Broker Services Associate
PURE Insurance
06.2022 - Current
Member Service Associate
PURE Insurance
09.2020 - 06.2022
Insurance Intern
C. T. Lowndes & Company
01.2020 - 05.2020
Sales Intern
Palmetto Benefit Solutions
01.2019 - 04.2019
Bachelor of Science - Business Administration
College of Charleston
- Microsoft Office Specialist Excel 2016, issued November 2019
- Licensed NJ Realtor, issued April 2022
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