Senior Commercial Lines Account Executive

WORK EXPERIENCE

Senior Commercial Lines Account Executive
Local Insurance Agency – Massachusetts
May 2023 to Present

• Commercial Insurance Advisor for property and casualty insurance.
• Manage a $5,000,000+ book of business.
• Board Member of the Exchange Club of XXXXX, MA.
• Active member of the XXXXX Chamber of Commerce (they are also a client).
• Active member of the Greater XXXXX Chamber of Commerce.
• Member of the XXXXX Charter Captains Association.

Insurance Producer & Advisor
Local Insurance Agency – New Hampshire
July 2022 to May 2023

• Commercial Insurance producer & Advisor for property and casualty insurance.
• Board Member of the Exchange Club of XXXXX, MA.
• Active member of the XXXXX Chamber of Commerce (they are also a client).
• Active member of the Greater XXXXX Chamber of Commerce.
• Board Member of the XXXXX Philharmonic Orchestra.
• Member of the XXXXX Charter Captains Association.

Insurance Producer
Local Insurance Agency – Massachusetts
March 2020 to July 2022

• Insurance producer for all lines of property and casualty business.
• Managing a $2,000,000 book of commercial business.
• Board Member of the Exchange Club of XXXXX, MA.
• Active member of the XXXXX Chamber of Commerce (they are also a client).

Vice President – Commercial Lines
Local Insurance Agency – New Hampshire
July 2017 to March 2020

• Middle and large market commercial insurance producer concentrating on contractors, restaurants, and manufacturers.
• Managed a book over $3,000,000 of commercial business.
• Served on the Education Committee of the XXXXX Association of Insurance Agents.
• Served on the Legislative Committee of the XXXXX Association of Insurance Agents.
• Served on the Membership Committee of the Associated Builder & Contractors of XXXXX.
• Served on the Board of the ACE Mentorship Program of XXXXX.

Commercial Insurance Producer
Local Insurance Agency – New Hampshire
August 2016 to June 2017

• Middle and large market commercial insurance producer concentrating on contractors, restaurants, and manufacturers.
• Managed a $1 million book of commercial business as well as producing a new business book of $300,000 in premium in a nine-month period.
• Served on the Education Committee of the XXXXX Association of Insurance Agents.
• Served on the Legislative Committee of the XXXXX Association of Insurance Agents.

Commercial Lines Coverage Specialist
Local Insurance Agency – Maryland
January 2000 to August 2016

• Small business and middle market commercial insurance producer: generated revenue of $500,000 in a 4-year time frame as a sales producer. Special emphasis on property and casualty for general contractors, marinas, and marine businesses, as well as restaurants. Experienced at all lines of commercial P&C business, and personal business.
• Developed a specialized commercial charter boat program for our large fleet of commercial charter vessels.
• Created a specialized bare-boat charter program with Pantaenius Insurance (a division of Lloyd’s of London).
• Managed a new and renewal book of business which produced an additional $4 million in premium.
• Additional responsibilities included managing client relationships, conducting risk assessments and recommending insurance coverage to our clients, maintaining a 93% client retention rate over the past 16 years.
• Served on the Board of the Independent Insurance Agents of XXXXX for 5 years (2005-2010) and served as President in 2009.
• Served on the Board of Directors of the Associated Builders and Contractors Association from 2007-2010.
• In a family run business environment, produced business, quoted and serviced all of my accounts.
• Active member of the XXXXX  Chamber of Commerce.
• Board Member of the XXXXX Philharmonic Orchestra.
• Member of the XXXXX Charter Captains Association.

CERTIFICATIONS

Active P&C License