PHILIP G. PUCCIO
New York,NY
Summary
Dedicated insurance professional with a strong focus on financial institutions and risk management. Expertise in underwriting and negotiating complex insurance programs, supported by analytical insights into market trends. Committed to enhancing client relationships and driving team success through strategic collaboration and comprehensive coverage solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Account Executive, Financial Institutions Group
Arthur J. Gallagher (NYSE: AJG)
New York, NY
01.2026 - Current
- Led broker on financial institutions accounts for placement and negotiation of executive risk and professional liability programs with domestic and London market carriers, enhancing coverage solutions
- Advise clients on coverage strategy across D&O, E&O, EPL, Fiduciary, Crime, and Cyber lines
- Negotiated pricing, terms, and coverage enhancements, managing competitive marketing processes to optimize client offerings
- Served as primary client contact for renewals, new placements, and program structuring, ensuring alignment with client needs and expectations
Senior Underwriter, Financial Institutions
Allied World Assurance Company (Fairfax Financial)
New York, NY
06.2023 - 01.2026
- Provides D&O, E&O, & GPL insurance to Hedge Funds, PE/VC firms, Asset Managers, Banks, Large Insurers, REITS & Real Estate Developers
- Underwrote risks by conducting financial analysis and portfolio research aligned with market trends and current events
- Contributed to 25% growth in gross premiums written by enhancing underwriting strategies since joining
- Achieved RPLU designation to enhance expertise in professional liability underwriting.
Client Relations & Advisory, FINPRO
Marsh (NYSE: MMC)
Philadelphia, PA
06.2021 - 06.2023
- Coordinated placement of insurance programs with A+/A-rated carriers for Fortune 500 executives across various industries, ensuring tailored coverage.
- Served as primary liaison for client inquiries, facilitating clear communication and timely responses to enhance client satisfaction.
- Collaborated with management liability brokers specializing in financial lines products: D&O, E&O, EPL, MPL, fiduciary, crime, & cyber, enhancing team effectiveness.
Education
Bachelor of Arts - Political Science
Bucknell University
Lewisburg, PAHigh School -
Garden City High School
Garden City, NYBusiness & Marketing -
London School of Economics (LSE)
Westminster, LondonSkills
- Client acquisition
- Business development
- Market analysis
- Industry trends
- Risk assessment
- Analyzing data
- Efficient time management
- Teamwork and collaboration
- Client relations and retention
Certification
- Registered Professional Liability Underwriter (RPLU)
- P&C Insurance Broker License
Intercollegiate Athletics
- Bucknell University, Lewisburg, PA, Division I NCAA Lacrosse
- 30 hours per week including weight training, skills work, practices, and meetings
- 4-Year Letter Winner
- Patriot League Honor Roll
- 2018 Patriot League Regular Season Champions (#9 Nationally Ranked)
- Participated in various team building exercises including The Program: Navy Seal Training
Philanthropy
- Phi Gamma Delta, Lewisburg, PA, Participated in weekly meetings as well as annual food drive and blood drive
- Bison for Change, Lewisburg, PA, Co-founder of Bison for Change: A student-athlete run community service organization
- Garden City Turkey Trot, Garden City, NY, Annual volunteer and event organizer - delivers surplus goods to local homeless shelter
Affiliations
- New York Athletic Club
- Windham Mountain
- Cherry Valley Country Club
Timeline
Account Executive, Financial Institutions Group
Arthur J. Gallagher (NYSE: AJG)
01.2026 - Current
Senior Underwriter, Financial Institutions
Allied World Assurance Company (Fairfax Financial)
06.2023 - 01.2026
Client Relations & Advisory, FINPRO
Marsh (NYSE: MMC)
06.2021 - 06.2023
Bachelor of Arts - Political Science
Bucknell University
High School -
Garden City High School
Business & Marketing -
London School of Economics (LSE)