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Click here or scroll down to respond to this candidateCandidate's Name
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PHONE NUMBER AVAILABLEQUALIFICATIONS SUMMARY: Looking for a Personal Lines Account Executive Position Account manager with experience in sales, client management, and risk analysis. Possess over 15 years of Middle and High-Net-Worth Account Management experience. Well versed with all major Middle and High-Net-Worth carriers. Client facing experience to a vast clientele including Middle Market and High-Net-Worth individuals. Analytical and detail-oriented with a proven ability to adapt to changing industry and consumer needs. PROFESSIONAL EXPERIENCEGoodhart National Gorman Agency, DBA Acrisure LLC Yonkers, NY August 2006 Present Personal Lines Account Executive Manage and retain a growing book of business consisting of both middle market to High-Net-Worth accounts. Responsibilities include, but not limited to handling all aspects of the renewal process, marketing, processing endorsements, quoting, billing, and checking policies for accuracy, interacting with client & carrier regularly, and provide a high level of customer service on each account. Identify cross-sell opportunities to existing clients on renewal to grow book of business. Analyze and evaluate insurable assets of prospects to design new business proposals tailoring to their needs. Interact with Middle and High-Net-Worth professional daily and understand the level of service that is required for those types of accounts. Have great connections with Underwriters for each individual company as well. Establish close relationships with key industry professionals to negotiate coverage, pricing, and placement of risks. Renewal analysis and remarketing for competitive pricing and coverage to ensure client retention. Interface with insurance carriers and act as the liaison between client and carrier. Develop coverage strategy and marketing initiatives for renewal and prospective business. Attend monthly team meetings to review protocols, marketing approaches, and industry news. Nationwide Insurance, New Rochelle, NY February 2001 May 2005 Personal Lines Office Manager Managed and retained a growing book of business consisting of both middle market and small business. Processed all client requests including endorsements, certificates, and binders. Interacted with clients daily to help resolve any of their insurance coverage issues. SKILLS & INTERESTS MS Office (Word, Excel, PowerPoint), Agency Management System: Applied TAM New York Licensed Property Personal Lines and Brokers Knowledgeable of most all major carriers |
