Philip G. Puccio
New York,NY
Summary
Insurance professional with comprehensive knowledge in risk assessment, policy development, and client relationship management. Proven track record in delivering high-quality results through collaborative efforts and adaptability to changing market conditions. Strong analytical skills, attention to detail, and strategic approach drive impactful decisions and foster team success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Underwriter, Financial Institutions
Allied World Assurance Company (Fairfax Financial)
06.2023 - Current
- Provides D&O, E&O, & GPL insurance to Hedge Funds, PE/VC firms, Asset Managers, Banks, Large Insurers, REITS & Real Estate Developers
- Underwrites through financial analysis and portfolio research based on market trends and current events
- 25% team growth in gross premiums written since joining
- Acquired RPLU Designation
Client Relations & Advisory, FINPRO
Marsh (Marsh & McLennan)
06.2021 - 06.2023
- Part of a team of management liability brokers specializing in financial lines products: D&O, E&O, EPL, MPL, Fiduciary, Crime, & Cyber
- Main point of contact for all client inquiries
- Assisted in the representation of Fortune 500 executives across all industries for the successful placement of insurance programs with A+/A-rated carriers
- Acquired P&C Broker License
Education
Bachelor of Arts - Political Science
Bucknell University
Lewisburg, PAHigh School -
Garden City High School
Garden City, NYBusiness & Marketing
London School of Economics (LSE)
Skills
- Analyzing data
- Business development
- Industry trends
- Terms negotiation
- Financial analysis aptitude
- Risk assessment
- Sales methodologies
- 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
- 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, Annual volunteer and event organizer - delivers surplus goods to local homeless shelter
Affiliations
- New York Athletic Club
- Windham Mountain
- Cherry Valley Country Club
Timeline
Senior Underwriter, Financial Institutions
Allied World Assurance Company (Fairfax Financial)
06.2023 - Current
Client Relations & Advisory, FINPRO
Marsh (Marsh & McLennan)
06.2021 - 06.2023
Business & Marketing
London School of Economics (LSE)
Bachelor of Arts - Political Science
Bucknell University
High School -
Garden City High School