Charlene Ackerly Email & Phone Number

Jericho, New York

Hauppauge, New York

Senior Underwriter, in charge of underwriting and product placement for musicians, music stores, recording studios, music teachers, music schools, orchestras, music festivals, not for profits, and related business.

Processed renewals, advised insured’s, ordered loss runs, and re-marketed accounts, met with high net worth clients and reviewed coverage’s, performed loss analysis and recommended coverage’s to address the current needs of the insured. Handled claims, issued COI’s and Binders, ID Cards, rewrote policies.

Position was primarily to rewrite the Homeowners book of business. At the time Allstate was non-renewing about 600 Homeowners policies within the agency. Rewrote policies with approved wholesalers by Allstate. Mostly Fireman’s Fund, Chubb, and Tower.

Processed renewals, reviewed coverage’s with insured’s. Issued COI’s, Binders, ID Cards as needed, Set up Clients in Applied, and set up for bookkeeping, worked with sales department, helped in quoting all lines of business.

Partnered with Owner (ex-husband) to manage this Independent Insurance Agency.New Sales, we Grew Agency Book of Business from $300,000 to $4,000,000, through cold calling and X-dating renewals. Set up appointments with prospects and sold policies.Solely responsible for servicing the Agency’s Commercial Lines accounts.Accounts included Artisan, General Contractors, Home Owners Associations, Retail Businesses, Auto Repair Shops, Professional Services and Light Manufacturers.Communicated directly with Company and Clients, Handled and processed 1st Party Claims from clients.Reviewed renewals, and re-marketed as needed. Prepared applications, ordered loss runs, and submitted same to companies as needed, checked and reviewed audits, Invoiced and set up Finance Agreements.Cross-sold and rounded out accounts.Prepared and processed ID Cards, Endorsement, Binders, Renewals, and Cancellations, and issued certificates of insurance.Transitioned agency from a manual to an automated agency management system, from alphabetical filing to transactional filing.Trained staff on agency software systems and company specific applications. In charge of networks, performing daily back up, and downloads.Supervised Personal Lines services duties , Auto, Home, Umbrella, Inland Marine, and Boat Insurance, managed, three Personal Lines CRS’s, two telephone solicitors, and one bookkeeper.

Cosmetology, Cosmetology/Cosmetologist, General, Top 5%

Activities and Societies: Licensed in 2008 NY State Licensed 5/2009

High School Regents Diploma, Business Administration And Management, General