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yyyyyy x. yyyyyy                                         

0000 xxxxxx xxxx , xxxx , xxxxx 00000


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


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


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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