Gerardo (Jerry) Perales

Commercial Construction Insurance Agent/Broker received phone leads to provide quotes for new business owners who have just started their business and are needing General Liability, Workers Compensation,

Inland Marine, and Excess/Umbrella. Offered detailed information about products and binding coverage and Cultivated strong relationships with carrier partners to ensure optimal support for clients'' ongoing needs. Also

Increased client satisfaction by providing personalized commercial insurance solutions tailored to their specific needs. Presented complex insurance concepts in a clear, accessible manner to help clients make informed decisions about their coverage needs. Advised business owners on risk management strategies to mitigate potential losses while maintaining cost-effective coverage levels. Received inbound phone calls and electronic quote submissions. Educated clients on insurance policies and procedures. Analyzed customer needs to provide customized insurance solutions. Finalized sales and collected necessary deposits.

Commercial Construction Insurance Marketing. Managed time efficiently in order to complete all tasks within deadlines. Marketing duties included submitting quotes for Workers Compensation, Commercial Auto, Commercial Excess/Umbrella, Commercial Lessor's Risk, Builders Risk, and Inland Marine to all appointed Admitted, Non-Admitted, Excess and Surplus Carriers. Developed and maintained courteous and effective working relationships with staff and Underwriters. Demonstrated respect, friendliness and willingness to help wherever needed. My other duties included, drawing up proposals, binding policies, creating finance agreements and data entry. Skilled at working independently and collaboratively in a team environment. Proven ability to learn quickly and adapt to new situations and worked effectively in fast-paced environment.

PATRA Corp is a company that accommodates insurance companies with staffing and technological insurance products. I started as a commercial insurance agent at BOLT Insurance agency through PATRA Corp. Analyzed customer needs to provide customized insurance solutions. Then marketed my clients business information to the proper carriers that were a fit for the insureds business. The carriers that I would market to were Admitted and Non-Admitted, Excess and Surplus lines carriers and wrote policies such as General Liability, Workers Compensation, Excess/Commercial Umbrella, Pollution, Surety Bonds, Errors & Omissions, and Commercial Auto Policies for Contractors, Truckers, Tow Truck Drivers and small business owners. As of January 2023 I started working at Insuramatch through PATRA as a personal lines agent. Writing Auto, Homeowners, Umbrella, Toys and Watercraft Policies. Educated clients on insurance policies and procedures by explaining coverages in detailed manner.

Remote Mechanical Breakdown Insurance Coverage / Vehicle Service Contract. Coverage Advocate daily duties were to call leads, build solid rapport, listen to the customers needs, discuss coverage plans and details to find out which type of coverage best fits the consumers needs. Answered customer questions regarding deductibles and claims. My other duties consisted of data entry, collecting payments and binding policies.

I was hired for a Private Client Banker II Position. I passed the S.I.E exam, but I didn't pass the Series 6 exam in the time frame that was given. There were no other positions available at that time, I got laid off. The listing of this position is to show that I have not had any gaps in employment. This career move was a risk that I took because at the time when I applied at JP Morgan Chase I wanted to get into Financial Bank Investment Planning and it didn't work out.

Personal lines and Commercial / Account Manager / Sales / CSR duties were to take incoming calls, enter customer client information in AMS 360. Shopped new business and renewals. Analyzed customer needs to provide customized insurance solutions. Explained detailed policy concepts in easy-to-understand terms. Recommended the proper coverages and explained all policy details. Other duties were to collect payments, bind policies. Send renewal quotes and notices. Fill out the proper Acord forms for quotes or amendments. Set appointments with clients for policy reviews.

Self Employed: DJ'd for Nightclubs and Events. Produced electronic music for record labels.

Commercial Insurance Broker duties were to call leads that were provided by the company. Cold calling was required during down time so the the company could continue to bring in business. Other duties consisted of Entering the insureds information in AMS 360. Build solid rapport with business owners, listen to the insureds needs. Explained detailed policy concepts in easy-to-understand terms. Marketed the insureds information to the proper insurance carrier that fitted the insureds business. Having the pleasure of submitting quotes for Workers Compensation, Commercial Auto, Commercial Excess/Umbrella, Commercial Lessor's Risk, Builders Risk, and Inland Marine to all appointed Admitted, Non-Admitted, Excess and Surplus Carriers. Discussed the proper coverages, policy details. Other duties included, drawing up proposals, binding policies, creating finance agreements and data entry. Skilled at working independently and collaboratively in a team environment. Proven ability to learn quickly and adapt to new situations and worked effectively in fast-paced environment.