Hard-working Supervisor with exceptional experience leading teams, delivering results and exceeding expectations. Creative and motivated leader adept at utilizing exceptional design and planning strengths to accomplish complex projects. Skilled in teaching new concepts and best practice strategies.
Overview
23
23
years of professional experience
1
1
Certification
Work History
SENIOR ACCOUNT EXEC, TEAM LEADER
USI INSURANCE LLC
White Plains, New York
05.2021 - Current
Co-manage the Non-Construction Department.
Identified team weak points and implemented corrective actions to resolve concerns.
Oversaw day-to-day activities of 15 employees in corporate establishment, fostering inspiring atmosphere to optimize employee experiences.
Overcame challenging deadlines and resource limitations by reallocating personnel and focusing on priority tasks.
Manage 10 to 20 large and complex Commercial Lines insurance accounts as the day-to-day client contact
Responsible for managing operational activities of a team of Account Management professionals.
Developed a comprehensive onboarding program for new Account Executives, ensuring they were set up for success from day one.
Managed relationships with carriers and wholesalers to ensure conflict resolution was readily accessible if required.
Developed strong relationships with insurance carriers ensuring smooth communication and coordination for account management.
RISK CONSULTANT
ALPHA RISK CONSULTANT
Westbury, New York
11.2020 - 05.2021
Enhanced company''s risk profile by conducting thorough risk assessments and audits.
Verified certificates of insurance for accuracy and conformance with internal risk management policies and coordinated issuance to individuals and entities.
Managed multiple projects simultaneously while maintaining strict deadlines and high-quality work standards.
ACCOUNT EXECUTIVE -TEAM LEAD
ALLIANT AMERICAS
New York, New York
10.2014 - 05.2020
Responsible for daily handling large lines commercial accounts with premium of $50,000 to $750,000 for Nonprofit Accounts
Oversee a team and their book of business
Maintained and established carrier/underwriter relationships
Mentor new brokers to become successful brokers, instruct them how to manage a book of business
Responsible for finding solutions for tough risks during challenging market conditions
Daily Communication with insured in order to facilitate their needs and/or requests
Contract Review for insured contracts and third parties
Maintained carrier relationships
Marketed & negotiated deals for new opportunities and renewals
Mentored new brokers on client handling and managing a book of business
Created & presented proposals at client meetings
Compile all pertinent renewal information
Check rewrite/renewal policies for accuracy
Chosen as an Emerging Leader.
Increased overall client satisfaction by developing and implementing tailored account strategies.
Streamlined internal processes to improve efficiency among the Account Executive team members.
MIDDLE MARKET ACCOUNT EXECUTIVE
RAMPART GROUP
Lake Success, New York
02.2013 - 10.2014
Responsible for daily handling of a minimum 50 middle market commercial accounts monthly with premium below $200,000
Communicate with insured in order to facilitate their needs and/or requests
Prepare specifications, applications, binders and client proposals for both renewals
Negotiate renewal coverage terms and premiums with underwriters
Compile all pertinent renewal information
Check rewrite/renewal policies for accuracy
Record all client data and transactions via the Sagitta management system.
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
ACCOUNT EXECUTIVE
GARBER, ATLAS, FRIES & ASSOC.
Oceanside, New York
04.2007 - 02.2013
Responsible for daily handling a minimum of 50 middle market commercial accounts monthly with premium below $200,000
Communicate with insured in order to facilitate their needs and/or requests
Prepare specifications, applications, binders and client proposals for both renewals and new business
Negotiate renewal coverage terms and premiums with underwriters
Compile all pertinent renewal information
Check new/renewal policies for accuracy
Record all client data and transactions via Applied management system.
ASSOCIATE ACCOUNT MANAGER
FOA & SON CORP
Garden City, New York
10.2005 - 03.2007
Responsible for daily handling of 50 middle market commercial accounts with premium below $200,000
Communicate with insured in order to facilitate their needs and/or requests
Prepare specifications, applications, binders and client proposals for both renewals and new business
Negotiate renewal coverage terms and premiums with underwriters
Bill policies, audits and endorsements to clients
Review premium audits against expired policies
Check new/renewal policies for accuracy
Record all client data and transactions via AMS 360 management system.
ASSISTANT ACCOUNT EXECUTIVE
TRAVERS O'KEEFE
New York, New York
08.2003 - 10.2005
Managed a book of business including new business sales.
Handled the daily activities of clientele
Marketed new business and renewal business when necessary.
Demonstrated expertise in various industry tools, enabling efficient monitoring and management of client accounts.
ACCOUNT ASSOCIATE (10/01-7/03)
ALLIED NORTH AMERICA
Hicksville, New York
10.2001 - 07.2003
Responsible for daily servicing of huge construction accounts
Facilitated client & company requests
Compiled underwriting data, prepare specifications, applications, binders and proposals
Negotiated renewal coverage terms and premiums with underwriters
Recorded all client data and transactions via Sagitta management system.
Deployed meticulous organization skills by assisting in coordination of client deliverables.
Education
Bachelors of Science - Concentration in Organizational Leadership
SOUTHERN NEW HAMPSHIRE UNIVERSITY
Manchester, NH
04.2023
Skills
Microsoft Office
Sagitta
Applied
AMS 360
EPIC
Teamwork and Collaboration
Problem-Solving
Team motivation
Team Supervision
People Management
Coaching and Mentoring
Certification
NY Property & Casualty Broker's License
CLCS
Timeline
SENIOR ACCOUNT EXEC, TEAM LEADER
USI INSURANCE LLC
05.2021 - Current
RISK CONSULTANT
ALPHA RISK CONSULTANT
11.2020 - 05.2021
ACCOUNT EXECUTIVE -TEAM LEAD
ALLIANT AMERICAS
10.2014 - 05.2020
MIDDLE MARKET ACCOUNT EXECUTIVE
RAMPART GROUP
02.2013 - 10.2014
ACCOUNT EXECUTIVE
GARBER, ATLAS, FRIES & ASSOC.
04.2007 - 02.2013
ASSOCIATE ACCOUNT MANAGER
FOA & SON CORP
10.2005 - 03.2007
ASSISTANT ACCOUNT EXECUTIVE
TRAVERS O'KEEFE
08.2003 - 10.2005
ACCOUNT ASSOCIATE (10/01-7/03)
ALLIED NORTH AMERICA
10.2001 - 07.2003
Bachelors of Science - Concentration in Organizational Leadership