Yisely Arritola
Scotch Plains
Summary
Results-driven Commercial Lines Account Manager with 13 years in the insurance industry, overseeing a $9.5 million commercial book of business. Specializes in insurance marketing, carrier negotiations, coverage analysis, and risk assessment. Experienced in servicing clients across diverse sectors, including hospitality, construction, and real estate, while utilizing Applied Epic to enhance client service.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Large Commercial Lines Account Manager
ACRISURE
Hasbrouck Heights
10.2018 - Current
- Manage a $9.5M commercial book of business.
- Manage hospitality, contractor, habitational manufacturing, and real estate accounts to ensure client satisfaction and retention. Develop and execute marketing strategies for new and renewal business, preparing comprehensive submissions and coordinating placement activities
- Marketed new and renewal business to carriers, wholesalers and brokers negotiating coverage terms and pricing to secure optimal solutions for clients.
- Prepared proposals and renewal presentations to effectively communicate value and coverage options to clients.
- Oversee COIS, endorsements, audits, contracts and billing to ensure accuracy.
- Maintain client data in Applied Epic.
- Negotiate coverage terms, pricing, and program structures with underwriters to secure optimal insurance solutions while maximizing client value. Identify cross-selling opportunities and assist in rounding out accounts to strengthen client relationships Build and maintain strong client and carrier relationships resulting in long-term account retention and exceptional service delivery.
Commercial Lines Account Manager
MB Insurance Agency
Cliffside Park
10.2014 - 10.2018
- Manage a $4.5 million book of commercial business
- Prepare submissions & proposals, coverage analysis for new business and renewals
- Negotiate coverage and pricing with insurance markets to align with client needs
- Process renewals, endorsements, certificates,binders, cancellations, billing and audits
- Review policies and endorsements, analyze risks, and identify exposures to ensure comprehensive coverage
- Develop and maintain strong technical knowledge of commercial lines coverage & rating
- Specialize in the retention of existing clients and the procurement of new accounts through
- Knowledge of insurance markets, rating procedures, coverages and industry operations
Commercial Lines Account Manager
PLAZA TRAVEL INSURANCE AGENCY
Hasbrouck Heights
06.2013 - 10.2014
- Auto, Home & Commercial Producer/CSR
- Create Sales Process for efficient product sales
- Integrate tracking systems
- Integrate agency management system
- Increased Sales by 25% with new procedures
- CSR with commercial claims, payments, endorsements
Licensed Insurance Producer
ROYALE INSURANCE AGENCY
05.2012 - 06.2013
- Sold and serviced personal and commercial insurance, tailoring solutions to meet client needs.
- Conducted coverage reviews and client consultations to identify risks and recommend appropriate coverage options.
Skills
- ed Epic
- Commercial Property & Casualty Insurance
- Commercial Lines Account Management
- Carrier & Underwriter Negotiations
- Coverage Analysis & Risk Assessment
- Client Retention & Relationship Management
- New Business & Renewal Marketing
- Commercial Insurance Marketing
- Cross-Selling & Account Rounding
- Commercial Auto
- General Liability
- Workers’ Compensation
- Commercial Property
- Umbrella & Excess Liability
- Certificates of Insurance (COIs)
- Proposal Development
- Account Growth & Retention
- Microsoft Excel, Outlook & Word
Certification
New Jersey Property and Casualty Insurance License
Timeline
Large Commercial Lines Account Manager
ACRISURE
10.2018 - Current
Commercial Lines Account Manager
MB Insurance Agency
10.2014 - 10.2018
Commercial Lines Account Manager
PLAZA TRAVEL INSURANCE AGENCY
06.2013 - 10.2014
Licensed Insurance Producer
ROYALE INSURANCE AGENCY
05.2012 - 06.2013