Julie Tritch Email and Phone Number
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Julie Tritch personal email
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I am a highly motivated and energetic, P&C licensed individual who works well as a team player as well as a self starter.Specialties: Meeting and maintaining relationships with clients, insurance underwriters, wholesale brokers, producers and other agency personnel. Research insurance markets for unique industries. Also mentoring others.
Merit Insurance Services, Inc
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Merit Insurance Services, IncTexas, United States
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Account ExecutiveMerit Insurance Services, Inc. Aug 2014 - PresentWest Hartford, Connecticut, Us
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Senior Commercial Account ManagerMerit Insurance Services, Inc Aug 2014 - Nov 2020Specializing in apartments, home builders, vrs construction types, restaurants, non profits & more
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Commercial Account ManagerScarbrough, Medlin & Associates, Inc. Nov 2011 - Aug 2014Plano, Texas, UsSpecialized in non profits, religious orgs, vrs construction types, restaurants & many others -
Commercial Account ExecutiveWells Fargo Insurance Services Usa, Inc. Aug 2010 - Jul 2011San Francisco, California, Us Part of a team that serviced large international risk management/energy related type accounts Prepared renewal submissions, loss summaries and proposals. Also checked & invoiced policies, binders and endorsements received from the carriers; checked & maintained legal agreements, client service agreements and policy books for the client. Processed certificates, binders & Auto ID cards Communicated with the clients, underwriters, both national & international brokers Assisted in successfully transferring producer’s accounts from Chicago to Dallas Supervised & delegated duties to supportive technical assistant -
Sr Account ExecutivePhiladelphia Insurance Companies Sep 2009 - Aug 2010Bala Cynwyd, Pa, Us Establish and maintain relationship with Agents/Brokers to facilitate new account/business processing in accordance with company underwriting guidelines Coordinate/attend Agent Summits/Conventions/Product Fairs and accompany Marketing Representatives on agency visits Responsible for following Broker of Record SOP and/or new agent set-up including follow-up with Compliance to ensure proper contract, file set-up, processing, and distribution Review all new submissions for completeness and acceptability, and electronically update systems. Cross sell other product lines Enter into system and review new account information within the allotted company required timeframes. Independently release quotes and bind new accounts up to an approved premium level as determined by assigned Marketing Representative or management. Responsible for following up on missing information and conditions -
MarketingWaldman Bros. Sep 1999 - Aug 2009All lines of new Commercial & Professional insurance business/placements of main street type businessesWorked day to day with a Producer and/or Account Executive to place the business for their clients; handled the proposals, then the binders, invoicing, coverage recommendations, etc.Worked & negotiated with Underwriters, Account Managers and Brokers to shop all around for the best quotes for our clientsAlso assisted the Marketing/Commercial Department Manager with any proposals needed
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CsrWillis Corroon Corp. Of Texas Aug 1993 - Oct 1999Part of a team that serviced two large international risk management type accounts and two small accounts. The operations have consisted of chemical manufacturing & distributing/oil field drilling and repair of equipment, etc.Prepared renewal submissions, loss summaries and proposals. Also checked & invoiced policies, binders and endorsements received from the carriers; checked & maintained legal agreements, stewardship reports and policy books for the client. Processed certificates, binders & checked WC experience modifier worksheets.Communicated with the clients, underwriters, both national & international brokers.
Julie Tritch Skills
Julie Tritch Education Details
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South Garland High School
Frequently Asked Questions about Julie Tritch
What company does Julie Tritch work for?
Julie Tritch works for Merit Insurance Services, Inc
What is Julie Tritch's role at the current company?
Julie Tritch's current role is Account Executive, Merit Insurance Services, Inc..
What is Julie Tritch's email address?
Julie Tritch's email address is jt****@****ins.com
What is Julie Tritch's direct phone number?
Julie Tritch's direct phone number is +121442*****
What schools did Julie Tritch attend?
Julie Tritch attended South Garland High School.
What skills is Julie Tritch known for?
Julie Tritch has skills like Microsoft Office 2007, Insurance, Property And Casualty Insurance, Risk Management, Underwriting, Commercial Insurance, Human Resources, Professional Liability, Management, Umbrella Insurance, Casualty, Commercial Lines.
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