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career objective
results-driven commercial insurance account executive eager to contribute strong interpersonal relations, strategic planning, and process management experience toward supporting the employer in optimizing financial and operational performance
profile
ø numerous years of account management, proposal development, performance analysis, and client / market relations experience in the insurance arena
ø demonstrated ability to assess and respond to client-specific needs, manage key business relationships, and administer major contracts resulting in high-revenue transactions
ø analyze business operations to develop and implement process improvements; facilitate communications between insurance companies and brokers
ø proactively monitor key performance indicators, industry trends and developments, and competitive services and marketing activities to continually improve operations
ø dynamic communication, presentation, negotiation, and relationship management skills
professional experience
arthur j. gallagher & company of new york, new york, ny 2003 c present
vice president
- in recognition of outstanding service, promoted from avp to vp position entrusted with oversight of insurance risk management
- work closely with clients to identify and address individual needs, prepare coverage proposals from multiple insurance carriers, review policies and endorsements for accuracy, and ensure proper coverage is in place; conduct loss analysis and prepare loss projections
- serve as professional standards coordinator responsible for driving office to achieve and maintain passing scores on internal audits; train and lead staff members in all aspects of daily activity
- play an integral role in retaining major client
aon benfield, new york, ny 1997 c 2003
senior client specialist, aon risk services, inc. of new york (2001 c 2003)
- returned to aon risk services to offer superior customer service and serve as a liaison for service center, client risk management, marketing, and other internal departments
- compiled renewal data and coverage specifications for preparation to insurance markets
- selected to train and mentor junior-level employees
facultative broker, benfield greig, llc (2000 c 2001)
- cultivated lasting relationships with insurance and reinsurance companies; prepared submissions to various markets to obtain reinsurance quotations for insurance company clients
casualty broker, aon risk services, inc. of new york (1997 c 2000)
- quickly progressed from administrative assistant to technical assistant to junior broker to broker
- submitted inquiries to insurance companies to obtain workers' compensation, auto, general liability, and umbrella policy quotes
- developed and presented customized proposals for clients; diligently examined insurance policies and endorsements for accuracy and completeness
- accurately prepared certificates of insurance, auto identification cards, and workers' compensation posting notices
education
state university of new york at stony brook insert year
bachelor of science in business management
~ professional development, licensure & affiliation ~
studies toward associate s degree in risk management anticipated graduation insert date
property & casualty license c new york
membership committee, association of professional insurance women (apiw)
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