Account Executive
WORK EXPERIENCE
Account Executive
Technology and Insurance Company – New York
April 2018 to April 2024
- Serviced and expanded a book of small and middle market clients, including contractors, restaurants, wholesale/retail/E-Commerce distributors, professional services (law offices, accountants, real estate), and non-profit organizations.
- Executed new and renewal marketing, created proposals and presentations, reviewed policies and processed endorsements, invoiced, analyzed losses, and reviewed claims. Engaged in heavy communication and negotiations with clients, carriers, brokers, and producers.
- Cross-sold and rounded accounts.
Account Executive
North American Insurance Brokerage – New York
2010 to 2020
- Managed all phases of account management for middle and large market real estate clients, hotels, condos/co-ops, low-income housing, public services, and not-for-profit organizations.
- Evaluated exposure and ensured proper coverage, executed new and renewal marketing, created proposals and presentations, reviewed and processed policies, handled endorsements, invoiced, analyzed losses, and reviewed claims.
- Marketed and serviced small business BOPs, Commercial Packages, Crime, General Liability, Property/B&M, Professional Liabilities, Worker’s Comp Safety Groups, and Umbrella/Excess Liability.
- Oversaw workflow and the development of assistants.
Assistant Account Executive
Local Insurance Agency – New York
2005 to 2010
- Served as the service team leader for hospitality and real estate RPG umbrella program clients.
- Had underwriting responsibilities within program guidelines: collected and reviewed submissions, rated and quoted renewals, and processed premium-bearing endorsements.
- Issued policies, certificates of insurance, binders, endorsements, and change requests.
- Other duties included serving as a marketing assistant to the agency’s top producers, preparing submissions and loss summaries.
CERTIFICATIONS
Active P&C License