RAFAEL RUGGIERO
Middletown,VA
Summary
EXPERIENCE - Insurance Professional with 20+ years of Insurance Sales, Claims, Management and Marketing experience. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Agency Marketing & Placement Specialist
The Coyle Group
New City, NY
10.2023 - Current
- Apply risk assessment techniques to determine optimal insurance coverage for clients based on market conditions
- Generated revenue through selling New Business Opportunities
- Evaluated market for potential clients and matched them accordingly.
- Managed prompt follow-up on new business submissions
- Effectively utilized phone communication skills to reach out to potential customers and business partners
- Finalized outstanding matters, including subjective elements, billing processes, and contract signing for prospective clients
- Provided prompt responses to inquiries regarding new business submissions from underwriters and prospects.
- Utilized Agency Zoom to effectively monitor and pursue new business opportunities
- Executed account manager duties when necessary.
- Contributed to the planning and execution of marketing initiatives in partnership with the agency principal.
- Generated additional business by cultivating referral relationships and other sources.
- Managed development of carrier guidelines for new business appetite
Commercial Insurance Producer/Manager of Operations
The Della Porta Group, Inc.
Jacksonville, FL
07.2018 - 10.2023
- Extensive knowledge of Commercial and Personal lines insurance products and coverage.
- Maximized business through referrals, community outreach and mutual relationships with Captive insurance agents.
- Collaborated with Excess Lines Wholesale Brokers on quoting and renewal processing.
- Assisted and Educated small and large businesses on Risk Analysis and Coverage Needs.
- Developed lead sources through Networking Groups and Client Referrals.
- Responsible for a 600% increase in Social Media Presence.
- Developed and Implemented a Digital Marketing Campaign.
- Wrote $450,000 in New Business Premium within 6 Months.
- Assisted with Account Rounding and Re-Marketing of Current Clients.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Maintained business portfolio worth $900,000 by promoting and selling policies valued between $2500 and $45,000.
- Analyzed customer needs and provided best options, upselling products and services.
AGENCY MANAGER
STOVER INSURANCE AGENCY, INC
Front Royal, VA
04.2006 - 07.2018
- Implemented renewal processes for employees to increase retention.
- Educated employees in account rounding and cross sale processes.
- Trained new employees on quoting and management system navigation.
- Quoted, issued and maintained insurance clients.
- Instructed both clients and employees on claims coverage.
- Developed proposals for large and small businesses to fit their insurance needs.
- Fostered clients with Worker's Compensation audits and coverage.
- Responsible for Accord forms and Certificates of Insurance for business clients.
- Educated clients on Risk Analysis and Coverage options.
- Arranged licensing and continuing education requirements for employees.
- Educator for Teen Driving School regarding insurance and safety for young drivers.
- Advised Company Marketing Representatives in regards to coverages and technology.
- Proficient with FileserverOnline, AMS and QQ Catalyst management systemsOffice Administrator for SilverPlume PL rater Insurance rating software.
Education
BACHELOR OF SCIENCE - ARTS MANAGEMENT
SHENANDOAH UNIVERSITY
Skills
- Lead development
- Insurance sales strategy
- Email marketing
- Customer follow-up
- Cross-selling and upselling
- Computer skills
- Friendly, positive attitude
- Communication
- Work ethic
- Policy adjustment knowledge
Certification
- P&C License
- Life and Health License
- Trusted Risk Advisor Certified
Agency Management System Experience
- AMS 360
- Agency Zoom
- Fileserver Online
- Nexsure
- Salesforce
Timeline
Agency Marketing & Placement Specialist
The Coyle Group
10.2023 - Current
Commercial Insurance Producer/Manager of Operations
The Della Porta Group, Inc.
07.2018 - 10.2023
AGENCY MANAGER
STOVER INSURANCE AGENCY, INC
04.2006 - 07.2018
BACHELOR OF SCIENCE - ARTS MANAGEMENT
SHENANDOAH UNIVERSITY
- P&C License
- Life and Health License
- Trusted Risk Advisor Certified
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