Key Responsibilities • Client Engagement & Needs Assessment: - Work closely with clients to understand their insurance needs, particularly their exposure to large casualty claims. - Conduct comprehensive risk assessments to determine coverage requirements. - Provide expert advice on the appropriate levels of excess coverage beyond primary policies.• Market Research & Carrier Relationships: - Stay updated on industry trends, regulatory changes, and market conditions affecting casualty lines. - Maintain and cultivate relationships with various insurance carriers to access competitive coverage options. - Research and recommend tailored excess liability products from multiple insurers.• Policy Negotiation & Placement: - Negotiate terms, coverage limits, premiums, and policy exclusions with insurers on behalf of clients. - Coordinate the placement of excess liability insurance policies, ensuring alignment with primary insurance coverages. - Review policy documents to confirm accuracy and suitability before delivery to the client.• Claims Support & Risk Management: - Assist clients in understanding their coverage and respond to inquiries regarding policy terms. - Provide support throughout the claims process, advocating for clients when necessary to ensure a smooth resolution. - Offer risk management advice to help clients mitigate future exposure.

- Assist in the preparation of client presentations and proposals for excess liability coverage.- Work with clients to gather information, analyze their needs, and provide initial advice on excess liability options. - Respond to client inquiries regarding policy terms, coverage limits, and claims processes under the direction of senior brokers. - Research and analyze market conditions, carrier products, and pricing to assist in selecting the best excess liability coverage options. - Maintain contact with insurance carriers to request quotes, clarify coverage options, and secure policy placements. - Assist in preparing and reviewing submission packages for excess liability insurance placements. - Coordinate with carriers and senior brokers to finalize policy terms, conditions, and pricing. - Ensure that policy documentation, including quotes, binders, and endorsements, are accurate and organized.

NYC - Umbrella-Excess CasualtyATL - Primary Casualty

- Obtained and analyzed client insurance renewal information, assembled underwriting submissions to be sent to insurers, assisted with follow-up during negotiations with insurers, and helped prepare client proposals.- Assisted in the broking and development of terms under the direction of the team – reviewed quotes and binders, addressed subjectivities, etc.- Developed and maintained knowledge of excess casualty liability insurance marketplace, products, and services.- Worked as part of a client service team in a highly collaborative, team-oriented environment.

- Prospected viable leads to turn into prospective clients, while establishing and maintaining relationships for future claims- Teamed with internal and external partners to drive sales by using Salesforce, while working to maintain both partner and WorldClaim standards- Created 100+ reports in Salesforce for account-based marketing and customer segments that helped the sales team find potential lines of business- Generated 15 case studies highlighting company success within critical verticals that top executives will use to expand business portfolio

- Prepared and reviewed pension benefit calculations by reading and interpreting contract language to find allowable options and methods using industry standard calculations of calculation. - Researched contract listings and other records to determine exact defined benefit purchased for annuitant. - Interpreted requests and interacted with other departments to obtain needed results, and assisted with building, testing, and moving new products to production.- Assisted with new sales of Closeout annuity contracts