Catherine-Ann Moïse Email & Phone Number

Bradenton, Fl, Us

Panama City, Florida, United States

Montreal, Canada Area

• Managed complex accounts with a minimum premium of $40K for commercial lines and professional insurance • Developed and managed an insurance program for professional firms in the insolvency field. • Collaborated with product leaders to assist with the business development and renewals • Participated in the placement of risks with insurers • Proposed quotes and conditions to clients • Interfaced with clients and insurance carriers • Assisted product leaders to develop niche markets and programs

Montreal, Canada Area

• Explained and educated risk appetite to the customer • Analyzed insurance needs, evaluated risk and provided solutions for clients • Processed new and renewal business • Resolved service provider inquiries • Verified accuracy of insurer documents prior sending to clients • Supported the book of business as needed with renewals, remarketing, endorsement, inspections, etc. • Negotiated pricing, terms, and conditions with the insurance carriers. • Built strong relationships with existing clients and insurers to lead appropriate resources to address the client's risk/capital management to retain and grow a profitable book of business.

Montreal, Canada Area

• Gathered, analyzed and reported insured risk information for new business, renewals, and endorsements. • Reviewed and evaluated new applications and maintained all insurance documents, including certificates, endorsements, etc. • Responded to brokers’ inquiries in a professional and timely manner • Verified policy and endorsement for accuracy prior sending to broker • Provided beneficial advice and knowledge to the brokers; authorized and processed all insurance approvals. • Monitored production, renewal retention ratios spread of risk and quality measure to minimize risk and predict future success • Referred to our head underwriting department for any clarifications or changes in the insurance underwriting coinciding with company policy. • Solicited new business, renewals and additional line of coverage from brokers • Determined the terms and conditions and rating plans following the insurer underwriting rules and guidelines to maintain company standards • Managed the policy renewals and endorsements for the merge between two insurers during the integration process, report capacity issue and grandfather clause. • Managed a volume business transfer of 2 million from an important broker • Nominated to represent the company at an annual gathering of the insurance industry and participated in the organization of the conference.

Montreal, Canada Area

• Finalized a new insurance proposition and summit to the insurance marketer. • Assisted the broker in various demands from the client for all his insurance line products • Verified the official document from the insurance company, new policy, renewals, endorsement, etc. • Proactive with the renewals and update as needed all information

Bachelor Of Business Administration - Bba, Finance, General

Diploma Of Collegial Studies (Dec), Business Administration, Insurance Concentration