Life Insurance, IRAs, 401k, Annuities, Long Term Care Broker

Private & Non Profit Management Liability D&O / E&O / EPL / FL / CYBER / CRIME

• Manages account documentation (i.e., proposals, agreement letters, reinsurance contracts, collateral agreements, policy change, endorsements, cancellations, etc.).• Prepares underwriting/pricing exhibits (i.e., exposures, experience rating, profit and loss analysis, expense models, updated account information, etc.).• Participates with Account Executives/Underwriters in the renewal and new business activities that support marketing and underwriting decisions that are consistent with business unit growth and retention goals.

• Increased customer service and sales while acquiring management skills to run a profitable business• Established new accounts and maintained current relationships with upper level management• Responsible for cost control through managing bad debt, accounts receivables, uninsured losses, personnel expenses, and fuel

• Supervised and counseled staff of over 50 student employees • Conducted feasibility study to assess cost and risk for a new gym facility• Developed risk analysis to decease losses by 10%• Increased customer satisfaction by 5% by interviewing and training our employees about policies, requirements, and job expectations

• Assist in negotiations, communication, customer relations follow up• Created payment excel spreadsheets for client• Shadowed in actuary and underwriting procedure