Roxana Cardoso
Hicksville,NY
Summary
Versatile Senior Account Executive offering several years of experience in attracting and retaining top accounts. Adept in client relationship management and ability to increase customer satisfaction and loyalty through effective sales tactics and client satisfaction. Skilled in team collaboration and strategic networking, consistently exceeding client expectations and achieving account retention.
Overview
23
23
years of professional experience
Work History
Account Manager
Master Key, LLC
Westbury, NY
06.2022 - 12.2024
- Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
- Provided training and guidance to new Account Managers.
- Analyzed client data and identified opportunities for growth.
- Monitored industry trends and made recommendations for changes in strategy accordingly.
- Developed successful customer relationships to boost sales opportunities.
- Tracked and reported on sales performance metrics to senior management, highlighting successes and areas for improvement.
- Produced sales documents, finalized deals and filed records.
- Managed multiple accounts simultaneously while meeting deadlines.
- Conducted market research to identify potential customers.
- Coordinated with internal teams to ensure timely delivery of products and services to clients.
Senior Account Executive, Commercial Insurance Services
Frenkel & Company Inc.
New York, USA
11.2018 - 05.2021
- Part of one of the largest global alliances of independent brokers, managing substantial premiums worldwide.
- Responsible for the daily coordination with overseas brokers to ensure that multinational clients were in compliance with local regulations and adequately insured.
- Managed global reverse flow accounts for property and casualty placements in over 95 countries.
- Prepared premium allocations, loss analysis, and summaries to the clients' specifications.
- Participated in regional and global conferences.
- Responsible for the retention and profitability of a diverse book of business, consisting of both national and multinational accounts, including real estate, manufacturing, and retail.
- Presents products through compelling proposals, presentations, and professional correspondence.
- Increased profitability and revenue by identifying customer needs and determining appropriate coverages.
Account Executive, Commercial Insurance Services
Crystal & Company Inc.
New York, USA
01.2007 - 01.2019
- Maintain and service medium to large commercial property and casualty accounts
- Experience includes International Reverse Flow, US multinational and reverse flow accounts headquartered outside the United States
- Provide day-to-day client service including coordination with overseas networks on assigned accounts
- Ensures annual review of individual client service requirements to identify any need for change / improvement in client service plan
- Assist clients with implementing a consistent message about their respective risk management philosophies to their employees and network
- Work closely with senior management and sales producers to meet with prospective and existing clients, understand all clients' goals, and exceed their standards
- Performed annual accounts reviews
- Worked closely with marketing staff to ensure adequate and accurate information to properly canvas and negotiate renewal coverages
- Bound renewal coverage and reviewed account risk trends
- Reviewed policies and endorsements, certificates of insurance, Auto Identification Cards and surplus lines billing; invoiced policies; reviewed and interpreted contracts; brokered and negotiated competitive pricing with insurance carriers; benchmarked insurance trend; reported insured claims and participated in claim reviews
Commercial Lines Account Executive
HUB International Northeast
Woodbury, USA
01.2004 - 01.2007
- Provided marketing services for diverse general commercial accounts from mid to large scale.
- Participated in Client/Producer Meetings.
- Created detailed submission documents.
- Reviewed and prepared coverage comparisons.
- Prepared and presented renewal and new business proposals
- COVERAGES: Property, GL, Umbrella, Workers' Comp, Auto, Bonds, Builders' Risk, Crime, Boiler & Machinery.
- CARRIERS: Discover Property & Casualty, Firemans Fund Ins Co., Zurich, Seneca, Travelers, Hartford, Rochdale, USF&G, AIG, Insurance Corporation of Hanover, One Beacon, and various wholesalers
Associate - rotations through Claims, Servicing, and New Business departments
HUB International Northeast
Woodbury, USA
01.2002 - 01.2004
- Rotation 3: New Business - Gather information from prospects in order to create submissions
- Put together submissions and sales proposals
- Market account to underwriters to obtain quotes
- Bind coverage and process accounts
- Rotation 2: Servicing Department - Service large commercial accounts, including checking policies, requesting endorsements, requesting loss runs for specifications and creating certificates of insurance
- Assist in creating proposals and submissions for new accounts and renewals
- Rotation 1: Claims Administration Corporation - GL Claims examiner - Worked directly with insureds, claimants and lawyers to settle claims
- Worked with a $10,000 settlement authority
Education
B.A. - Psychology
HOFSTRA UNIVERSITY
A.A. - Liberal arts and Humanities
NASSAU COMMUNITY COLLEGE
Skills
- Proficient in Spanish
- Strong written and verbal communication
- Effective task prioritization
- Excel and Word Proficiency
- Skilled in training and staff oversight
- Team collaboration
- Budget management
- Client relationship management
- Prospecting and networking
References
Available upon request
Timeline
Account Manager
Master Key, LLC
06.2022 - 12.2024
Senior Account Executive, Commercial Insurance Services
Frenkel & Company Inc.
11.2018 - 05.2021
Account Executive, Commercial Insurance Services
Crystal & Company Inc.
01.2007 - 01.2019
Commercial Lines Account Executive
HUB International Northeast
01.2004 - 01.2007
Associate - rotations through Claims, Servicing, and New Business departments
HUB International Northeast
01.2002 - 01.2004
B.A. - Psychology
HOFSTRA UNIVERSITY
A.A. - Liberal arts and Humanities
NASSAU COMMUNITY COLLEGE
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