Summary
Overview
Work History
Education
Skills
Timeline
Generic

NICOLE PRESSLER

Hyde Park

Summary

To obtain a position with a company that will allow me to fully utilize my communication, organization, and problem-solving skills and love for client satisfaction.

Overview

15
15
years of professional experience

Work History

Commercial Lines Account Manager

PF Northeast Brokerage Inc
Hopewell Jct
04.2023 - Current
  • Collaborated with producers, underwriters, and commercial account managers to enhance client retention and identify growth opportunities.
  • Facilitated client coverage adjustments and invoicing strategies, turning each interaction into a marketing opportunity.
  • Consolidated client information into comprehensive proposals, ensuring clarity and professionalism.
  • Updated agency management systems with detailed coverage, limits, and client information to enhance accuracy.
  • Reviewed and verified the accuracy of documents to ensure precise quotes and endorsements.
  • Reported Claims and helped clients through claim process.
  • Developed and maintained relationships with clients to ensure customer satisfaction.

Commercial Lines Account Executive

Pleasant Valley Agency
Pleasant Valley
11.2017 - 04.2023
  • Promoted agency commercial lines products to customers.
  • Compiled coverage and rating information in an accessible format.
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
  • Followed up with clients for cancellations, recommendations, certificates of insurance, drivers list and any notices received from the carrier and provided customer service support internally and externally.
  • Developed productive working relationships with business partners in the community.
  • Built trust with employer to work remotely and complete all required tasks independently but always willing to ask questions if needed.

Commercial Lines Customer Service Representative

Marshall & Sterling Insurance
Poughkeepsie
01.2014 - 11.2017
  • Multitasking as a team player for Commercial Lines servicing and processing.
  • Provided quotes and wrote policies for property, liability, workers compensation and commercial auto.
  • Managed client accounts and made suggestions as to coverage and additional products and services.
  • Assisted policyholders in making changes to their existing policies, as well as solved any issues that arose.
  • Processed all paperwork received such as renewals, amended declarations, certificate requests, new business policies, cancellation notices, billing and additional premium notices.

Commercial Lines CSR

Emery & Webb Insurance
01.2012 - 01.2014
  • Handled small account servicing for contractors, restaurants and other small businesses.
  • Provided all daily requests with quick response times.
  • Always willing to help customers with any questions regarding billing, audits or any account issues.

Reception & Policy Processor

PF Northeast Brokerage Inc
Hopewell Jct
06.2010 - 01.2012
  • Processed endorsements and answered all phone calls.
  • In charge of directing calls but trying to help if it was billing or policy change related.

Education

NYS Property & Casualty Broker -

Dutchess Community College
Poughkeepsie, NY

High School Diploma -

Arlington High School
LaGrange, NY

Skills

  • AMS 360
  • Team Player
  • Commercial Lines Insurance Handling
  • Client retention
  • Problem solving
  • Adaptation to change

Timeline

Commercial Lines Account Manager

PF Northeast Brokerage Inc
04.2023 - Current

Commercial Lines Account Executive

Pleasant Valley Agency
11.2017 - 04.2023

Commercial Lines Customer Service Representative

Marshall & Sterling Insurance
01.2014 - 11.2017

Commercial Lines CSR

Emery & Webb Insurance
01.2012 - 01.2014

Reception & Policy Processor

PF Northeast Brokerage Inc
06.2010 - 01.2012

NYS Property & Casualty Broker -

Dutchess Community College

High School Diploma -

Arlington High School

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