Connor Tief Email & Phone Number

Portland, Oregon Metropolitan Area

• Independent insurance agent functioning in a hybrid role of technician, account manager, and producer.
• Responsible for managing and providing customer service for book of business around 700 clients. Majority of the book is domiciled in the Pacific Northwest region with some clients located throughout the country.
• Generating new business revenue while maintaining a high level of service for existing clients.
• Conducting annual reviews for high-net-worth clients.
• Extensive knowledge of insurance carrier systems and their coverages. These carriers include but are not limited to; Safeco, Travelers, PEMCO, CHUBB, Nationwide, AIG, Progressive, Oregon Mutual, Foremost, and several.

Portland, Oregon, United States

• Support role for personal lines account managers.
• Processing endorsements, reaching out to carriers when requested, and running reports.
• Designing and preparing quote proposals and coverage summaries.
• Assisting senior account manager with their high-net-worth clients.
• Aiding in projects including coverage booklet construction, mail marketing, and monthly Excel reporting for retention and new business.

Harleysville, Pennsylvania, United States

• Responsible for quoting, binding, issuing, and renewing insurance policies for agents while providing prompt customer service relating to small market commercial insurance underwriting.
• Knowledge in multiple lines of business including general liability, property, inland marine, and umbrella/excess.
• Accountable for commercial insurance policies in PA, NY, RI, MA, NH, VT, and CT.