Eric Robles Email & Phone Number

San Francisco Bay Area

San Francisco, Ca

Approaches the open market on renewal and new business accounts for Financial Services team including, but not limited to: Management Liability (Directors & Officers, Employment Practices, Fiduciary), Professional Liability, Cyber, Crime, Kidnap & Ransom.Performs coverage and policy comparisons per request of retail agent and accountable for overall servicing of accounts; consisting of AI requests, endorsements, policy issuance, accounting discrepancies, general coverage questions, surplus lines filings, etc.Routinely meets with insurance carriers and underwriters to engage in changing trends within the insurance industry in regards to risk appetite and capacity in the admitted and non-admitted marketplace.Processes renewal letters, BoR letters, quotes, binders, and endorsements in aid of the Broker.

Irvine, Ca

Works with current Gallagher employees at career/ job fairs on campus.Presents current information about AJG to students. Organizes recruiting events to maintain awareness on campus.

San Francisco Bay Area

Accompanied producers on client meetings and prospect calls to gain a better understanding of the sales process. Worked among different specialties within AJG (surety, construction, technology, real estate, claims, data entry in EPIC)Learned about the importance of relationships within the industry between brokers, wholesales, carriers, and clients.Basic orientation courses in networking, communication in offices, and dining etiquette.

San Francisco Bay Area