Vicki Rossi
Poms & Associates, Inc.,
Waitsburg
1
Certification
37
years of professional experience
During my career I managed insurance programs for large entertainment companies, oil and gas companies, aircraft programs, including helicopter exposures. I also managed the programs for large law firms and transportation companies.
Work History
Account Executive/Broker Sales Representative
4 Years 3 Months- Reviewed coverage details and prepared proposals aligned with client risk requirements.
- Coordinated with carriers to resolve underwriting questions and negotiate policy terms.
- Managed complex commercial insurance accounts, ensuring accurate renewals and policy servicing.
- Supported claims follow-up by gathering documentation and tracking resolution status.
- Communicated coverage options and renewal updates clearly to clients and internal teams.
- Identified account service gaps and streamlined workflows to improve response accuracy.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
Acount Executive/Broker/Vice President
10 Years 3 Months- Negotiated policy terms with carriers, securing favorable pricing and coverage for clients.
- Managed complex client portfolios, aligning insurance solutions with account objectives and coverage requirements.
- Advised clients on risk management strategies, clarifying coverage options and service recommendations.
- Coordinated renewal cycles, ensuring accurate submissions, timely follow-ups, and seamless policy continuation.
- Developed brokerage presentations, proposals, and account summaries for stakeholder review.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
Account Executive/Broker/Vice President
7 Years 6 Months- Negotiated terms with carriers to secure coverage aligned with client risk needs.
- Coordinated insurance placements by preparing submissions, comparing quotations, and presenting coverage options.
- Developed client relationships through proactive communication and responsive issue resolution.
- Managed client portfolios across renewals, endorsements, and policy servicing with strong attention to detail.
- Collaborated with brokers, underwriters, and internal teams to streamline account workflows.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Guided clients through the buying process, from initial contact to post-sale support, ensuring smooth and positive experience.
Education
Associate of Science
Associate of Arts - Liberal Arts
Skills
Client relationship management
Client relationship building
Relationship management
Risk management strategies
Customer service
Written and verbal communication
Interpersonal skills
Accomplishments
- Author of “Connecting the Dots to Lower Costs for Employers,” published in San Fernando VAlley Business Journal in 2011.
- Supervised team of associate
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- CPCU
- ARM
- Taught classes for the Insurance Education Association; INS 21 & 22, CPCU 10, CPCU Legal Theories
Timeline
Account Executive/Broker Sales Representative
Poms & Associates, Inc.,
11.2019 - 02.2024Read More
Acount Executive/Broker/Vice President
Aon Corporation
08.2009 - 11.2019Read More
Account Executive/Broker/Vice President
Marsh & McLennan
02.1987 - 08.1994Read More
CPCU & ARM
Associate of Science
Read More
Los Ángeles Community College
Associate of Arts from Liberal Arts
Read More