Marc Gillette, Capi, Cpria Email & Phone Number

Lowell, Ma, Us

As a Fred C. Church Personal Lines Broker, I work with entrepreneurs, c-suite executives, public figures and other successful individuals to identify weak spots in their personal risk management efforts. I also align with Family Offices, Financial Advisors , Realtors, and CPA's to complement the services they provide their clients.I enjoy getting to know my clients, their family, and assisting to reduce their specific exposures to risk. I look for opportunities to add value to our client relationships by working with their employees, helping them reduce the chances of a costly personal risk challenge.My years of experience in personal lines insurance combined with access to many different carriers as an independent brokerage enables me to solve complex insurance needs for our high net worth clientele. Many times, I’ve been able to secure coverage for risks which other agents were unable to recognize or handle.Established in 1865, Fred C. Church has the capabilities to offer an unparalleled breadth of personal risk management solutions. We understand that assets are built over a lifetime and can be lost overnight. I aim to protect and preserve the wealth of my private clients by identifying, assessing, and properly addressing any liability exposures, and offering advice to reduce the probability of a loss occurring in the first place.View the media below or visit our website to learn more about our tailored asset protection solutions.🌐: https://www.fredcchurch.com/Specialties: Asset Protection | Wealth Protection | Insurance Broker | Independent Insurance Agent | Personal Liability Insurance | Yacht & Marine | Umbrella Insurance | Homeowners Insurance | Auto Insurance | Wine | Risk Transfer

Mount Pleasant, Sc, Us

Produce & develop policy production and relationship growth for the Habitation line of business in the assigned territory of New England.•Generate, modify, approve or decline agency submissions of new business and policy change requests.•Establish and maintain growing relationships with our partner agencies with sales calls, agency visits, daily communication and negotiation skills. •Develop territory knowledge of agency needs and competitor’s advantages to report to VPs on business growth opportunities.•Work with leadership team along with key region agencies to develop and review product changes, guidelines and business processes within territory.•Utilize internal sales programs to review assigned territory and agency production to recognize successes and development opportunities.•Built rapport with all teams within our organization to create a seamless and ease of business sales experience for our agents.•Leverage time & organization management skills to implement daily, monthly and yearly goals to help drive our organization’s vision and success.

Portland, Maine, Us

Develop, grow and retain the Personal Lines book of business for the territories of Massachusetts and New Hampshire.•Continually produce new business by the means of prospecting, cold calling, and account rounding while also cultivating network relationships to generate new business referrals.•Partner with our Commercial Lines team and Employee Benefits team to secure the highest level of customer service for our clients.•Work side by side with an account management team located in multiple offices to retain and maintain our large growing book of business.•Utilize prior agency production results, in addition to our carrier production guidelines to generate team goals and influence success strategies within the department. •Stay informed and educated on our multiple markets and state policy forms and regulations.

New York, Ny, Us

Analyze personal lines of business to determine acceptability and to control, modify or decline, according to company guidelines in all states to maximize profitability. Level II underwriter that held a role as the liaison between Underwriting and Field Sales, Product and Claims.•Utilize agency performance results to make decisions regarding new business acceptability, exceptions requests and to influence the agency behavior for future transactions.•Played a supporting role in the successful deployment and establishment of the newest auto product Quantum 2.0 into assigned territory.•Partner with Sales Executives to develop and implement strategies on increasing profitably and growth.•Leverage verbal and written communication skills to establish and grow agency relationships in assigned territory.•Communicate up to date regulatory changes, rates, procedures, rules and forms.

New York, Ny, Us

Utilize skills involving communication, analytical and critical thinking to provide highest-level customer service to Travelers agents and customers. •2012 Travelers In-Sync award winner for providing outstanding customer experience. •Generate policy quotes and changes to current home and auto policies for our agents and customers. •Selected to partner with our training organization to develop a pilot training program for new hires. •Provide mentor and coaching support to facilitate development and learning to trainees and seasoned employees.

Hanover, Maryland, Us

Provide support to the account manager by sourcing and interviewing candidates, negotiating terms while adhering to strict requirements and deadlines. •Developed and exercised sales techniques proven to be successful with our clients and candidates.•Conducted candidate interviews to create successful matches for clients.•Contacted multiple clients and candidates on a daily basis to ensure highest level of productivity.

Certified Advisor Of Personal Insurance

B.S, Marketing Communications

A.S Business Administration, Business Administration