Nicole Palmer
Staten Island
Summary
Professional Client Executive with strong expertise in managing client relationships and driving business growth. Proven ability to lead teams, adapt to changing needs, and achieve results. Skilled in strategic planning, client communication, and problem-solving. Known for reliability, collaboration, and delivering high-impact outcomes.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Client Executive
Baldwin Group
04.2024 - Current
- Quarterback team lead for two Account Manager and Client Service Specialist
- Streamlined communication channels for enhanced collaboration among cross-functional teams.
- Managed a diverse portfolio of clients across various industries, demonstrating adaptability and versatility in meeting unique needs.
- Established working relationships with industry partners and utilizing these specialists and network for the betterment of the clients
- Identify Client's insurance needs by basic modules
- Maintain and update records as well as files on existing clients
- Prioritize client's requirements and cross-sells services and products of varied company business lines
- Provide information related to new insurance products, regulatory issues, and new policies
- Experience with managing clients on an advisory level
- Broad background in products, general client and policy matters and applicable challenges in the industry
- Strong quantitative and analytic skills
- Plan and conduct customer meetings to review current accounts
- Plan, schedule and conduct pre renewal meetings which includes zoom, teams and onsite meetings
- Managing House book of business 1M+
- Increased client satisfaction by providing personalized solutions and exceptional customer service.
- Delivering satisfactory Client Service to Board Members and Unit Owners
- Excellent interpersonal skills and face-to-face relationships
- Providing complex client and risk management services
Executive Risk Advisor
Hylant
12.2022 - 04.2024
- Responsible for negotiation and placement of renewals, which also includes new business for all Management Liability lines
- Liaises and leads effort between client, and Hylant team members, carrier partners, and third part strategic partners to provide information for risk evaluation and assessment on complex or sophisticated risks
- Serves as subject matter expert in the development and implementation of risk control policy, marketing, and business strategy
- Facilitate marketing efforts for new business opportunities and current book of business including reviewing, analyzing, and summarizing quotes, comparison, coverage forms and proposal presentation
- Delivers high level consultative and technical services to the client and implements loss/exposure
- Assess current risk control programs needs and develops/executes a customized strategy and implementation plan programs
- Develops and strengthens business relationships between internal and external business partners
- Preparation of client presentations and deliverables
- Craft accurate and thorough documents using Microsoft Word, Excel, PowerPoint, etc
- Maintain accurate and thorough client data in EPIC/Relay
- Surplus lines invoicing and filing, including compliance with state requirements and completion of applicable forms
- Bind coverages and order policies
Senior Account Executive
Founder Shield
08.2020 - 12.2022
- Managed high value client accounts and relationships for Founder Shield
- Liaison between current clients and Founder Shield team
- Proactively tended to the needs of clients via correspondence, newsletters, blog posts, face to face meetings and phones calls etc
- Consulted clients on the right insurance coverages as they grow and scale their companies
- Optimized the customer lifecycle by mapping the customer journey, identifying opportunities for continuous improvement, developing best practices etc
- Served a client advocate in driving Founder Shield products and services
- Conducted coverage audits for all lines of business
- Facilitated the insurance renewal process which included new business and related tasks
- Reviewed and negotiated insurance contract wording to ensure client has favorable wording
Property & Casualty Underwriter (Northeast Regional)
The Hartford Insurance Company
01.2018 - 08.2020
- Maintained, managed, and continued to grow a profitable book of commercial property and casualty accounts through risk analysis, responsive service and collaboration with brokers, agents, and management to build and strengthen relationships (8-10M book of business inclusive of New and Renewal)
- Contributed to enterprise growth by proactively identifying cross-sell opportunities and partnering with other underwriters to tailor product offerings and deliver comprehensive insurance solutions to the customer
- Achieved goals set by management for gross written premium, profitability, rate, retention, and product mix, by developing producer relationships to identify opportunities through demonstrating responsiveness and an understanding of coverages to clients
- Travel to assigned agent locations to develop agency partnerships
- Developed new business and retain existing accounts
- Built and maintained internal and external sales relationship
- Compliance with key regulatory and risk management responsibilities
- Worked under minimal direction to underwrite and analyze new and renewal business within delegated authority levels
- Underwriter Trainee - June 2017 - December 2017 - Completed the Hartford CORE Underwriting Training Program
Placement Broker- Middle Market
AON Risk Solutions
03.2008 - 05.2017
- Maintained my own book of business, in addition to assisting 5 Executive Brokers with New Business & Renewals (6-7M)
- Accountable for routine support activities, with defined deadlines, related to proposal and endorsement preparation, submission and data analysis or related to the placement and servicing middle market commercial insurance accounts
- Collaborated with a team of 8-10 colleagues from various departments in an effort to manage the marketing strategy, act as a liaison for over 20 carriers on the GRIP analytics for duration of 6 months
- Leveraged relationships with Underwriters from multiple carriers
- Facilitated and participated in client/broker strategy meetings
- Sent requests for quotation to insurance carriers for negotiation and prepares reports summarizing results
- Extensive interaction with internal and external clients to identify, research and resolve problems
- Executed standardized placements within single market programs or perform basic analysis and follow up on utilization reports
- Worked on assignments that are semi-routine in nature where established practices, procedures and precedents guide the work
- Populated GRIP (for example, quotations, declinations, update and close out GRIP entries upon receipt of order to bind)
- Extracted peer data benchmarking
- Formulated program schematic in excel for all lines of business
Renewal Coordinator- Middle Market
Tower Group Companies
11.2003 - 03.2008
- Preparation and issuance of Renewal and WCP contracts
- Researched and provided underwriting analysis of account information
- Worked as a liaison between different processing centers to ensuring timely account set-up, clearing, rating, issuance, and renewal prep
- Prepped and participated in pre-renewal meetings to build renewal schedule of key activities
- Reviewed loss runs, WC modifications and Inspections, updated EPL template and other related forms for issuance
- Coordinated Inspections and assigning policy numbers for new and renewal contracts
- Remitted and tracked status of Recommendation letters to insured’s and brokers for compliance
- Audited LC monthly invoices prior to Financial department final review
- Underwriting Technician – Middle Market, April 2005-2007
- Loss Control Operations Specialist- LC, November 2003- April 2005
Education
Master of Science - Protection Management /Risk Management
JOHN JAY COLLEGE OF CRIMINAL JUSTICE
New York, NY08.2015
Master of Public Administration - Management and Operations
JOHN JAY COLLEGE OF CRIMINAL JUSTICE
New York, NY06.2015
Bachelors - criminal justice, Law & Criminology
JOHN JAY COLLEGE OF CRIMINAL JUSTICE
New York, NY06.2012
Skills
- Microsoft office
- Lexis Nexis
- Lotus Notes
- I-Manage DeskSite
- Salesforce
- EPIC
- Vantage
- Phoenix
- Quick Books
- CTI
- ATD
- Bridge
- ACL
- Grip
- Training and mentoring
- Data-driven decision making
- Relationship management
- Remote work capabilities
- Proposal writing
Certification
- Management Liability Insurance Specialist - MLIS Certified IRMI
- NYS Brokers/Agent License (Property and Casualty), 08/13
- NYS Excess/Surplus Line License, 08/13
Timeline
Senior Client Executive
Baldwin Group
04.2024 - Current
Executive Risk Advisor
Hylant
12.2022 - 04.2024
Senior Account Executive
Founder Shield
08.2020 - 12.2022
Property & Casualty Underwriter (Northeast Regional)
The Hartford Insurance Company
01.2018 - 08.2020
Placement Broker- Middle Market
AON Risk Solutions
03.2008 - 05.2017
Renewal Coordinator- Middle Market
Tower Group Companies
11.2003 - 03.2008
Master of Public Administration - Management and Operations
JOHN JAY COLLEGE OF CRIMINAL JUSTICE
Bachelors - criminal justice, Law & Criminology
JOHN JAY COLLEGE OF CRIMINAL JUSTICE
Master of Science - Protection Management /Risk Management
JOHN JAY COLLEGE OF CRIMINAL JUSTICE
Similar Profiles
James McCabeJames McCabe
Insurance Broker at The Baldwin GroupInsurance Broker at The Baldwin Group
Jenni BickerstaffJenni Bickerstaff
Senior Partner at The Baldwin GroupSenior Partner at The Baldwin Group
Samantha MoneySamantha Money
Partner at The Baldwin GroupPartner at The Baldwin Group
CRISTIAN CAPPONECRISTIAN CAPPONE
Deli Clerk at Cappone's Italtian Sandwich Shop and SalumeriaDeli Clerk at Cappone's Italtian Sandwich Shop and Salumeria
Samantha TodaroSamantha Todaro
Paraprofessional at PS. 56Paraprofessional at PS. 56