Steven Koehler Email and Phone Number
Parsippany-Troy Hills, NJ, US
Steven Koehler's Location
Parsippany, New Jersey, United States, United States
Steven Koehler's Contact Details
Steven Koehler work email
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Steven Koehler personal email
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Steven Koehler phone numbers
About Steven Koehler
Steven Koehler is a Client Service Supervisor, Area Vice President at Gallagher. He possess expertise in property and casualty insurance, microsoft office, casualty, commercial insurance, liability and 43 more skills.
Steven Koehler Work Experience Details
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Client Service Supervisor, Area Vice PresidentGallagherParsippany-Troy Hills, Nj, Us -
Client Service Supervisor, Area Vice PresidentGallagher Jul 2022 - PresentUnited States- Manage client service operations for the RPA National Accounts team.- Lead and mentor team members.- Assist in marketing all National Accounts. Defined as: $100M+ sales; $75K+ revenue. Most accounts have loss sensitive programs.- Collect and review all needed information (i.e. supplemental applications, loss history and website information). Have direct dialog with clients and prospects about their operations and exposures.- Assess risks and determine appropriate markets in partnership with department leader. Organize applications and supporting information and prepare submissions. Send submissions to selected markets. Establish due dates and diary for follow ups to meet deadlines.- Negotiate terms, conditions, rates, collateral, cash flow options, premiums, commissions, deductibles or SIRs with underwriters. Prepare proposal for discussion and presentation to clients.- Provide responsive, timely and exemplary service to clients throughout the policy life cycle including before, during and after effective dates. Effectuate changes to policies and obtain documentation to ensure all parties to the policy contract are properly advised and made aware of implications of changes. -
Senior Account Manager - Area Vice PresidentRpa Insurance Services, Llc - A Gallagher Company Nov 2017 - Aug 2022Parsippany, New Jersey- Market all National Accounts. Defined as: $100M+ sales; $75K+ revenue. Most accounts have loss sensitive programs.- Collect and review all needed information (i.e. supplemental applications, loss history and website information). Have direct dialog with clients and prospects about their operations and exposures.- Assess risks and determine appropriate markets in partnership with department leader. Organize applications and supporting information and prepare submissions. Send submissions to selected markets. Establish due dates and diary for follow ups to meet deadlines.- Negotiate terms, conditions, rates, collateral, cash flow options, premiums, commissions, deductibles or SIRs with underwriters. Prepare proposal for discussion and presentation to clients.- Provide responsive, timely and exemplary service to clients throughout the policy life cycle including before, during and after effective dates. Effectuate changes to policies and obtain documentation to ensure all parties to the policy contract are properly advised and made aware of implications of changes.- Manage and train Associate Client Manager.
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Vice President; Placement Specialist - Qualified Solutions Group (Qsg)Marsh Jan 2016 - Nov 2017Greater New York City Area- Place Stand-Alone Property coverage. Premium size ≤ $400,000.- Work with West Coast Marsh US offices to obtain submissions (renewal and new business).- Review submissions and market to US and London markets.- Present quotes both internally and externally. -
Assistant Vice President; Placement Specialist – Specialty LinesMarsh Mar 2013 - Jan 2016Greater New York City Area- Place Stand-Alone Terrorism and Political Violence coverage for clients of all sizes (standard quotes, quota share, reinsurance).- Work with all Marsh US offices to obtain submissions (renewal and new business).- Review submissions and market to US and London markets.- Present quotes both internally and externally.- Provide updates on the Terrorism market.
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Associate Client ManagerMarsh Dec 2006 - Mar 2013Greater New York City Area- Responsible for coaching, mentoring and sharing knowledge with client representatives.- Marketing, placing and servicing middle market commercial accounts with domestic and global exposures. Total program premiums range from $500,000 to $5,000,000. - CMT (communication, media & technology) segment specialization.- Ensure that all regulatory requirements are met and comply with all internal policies and procedures. - Provide contract reviews and feedback for clients.- Prepare underwriting specifications.- Assist in producing client proposals, analysis and presentations.- Participate in client meetings and internal strategy meetings.- Manage billing and receivable activity on assigned accounts.- Interact with underwriters to get client’s risk needs covered.- Provide assistance with coverage questions and program adjustments.
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Assistant Account ExecutiveHerbert L. Jamison & Co., Llc Oct 2005 - Dec 2006West Orange, Nj- Servicing middle market commercial accounts with premiums ranging from $10,000 to $1,100,000.- Preparing market submissions, proposals, applications, invoices, certificates of insurance, binders, schedules of insurance and auto ID cards.- Heavy interaction with underwriters and clients regarding renewals and new business opportunities.- Checking policies for accuracy, process audits and endorsements.
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Commercial Lines Underwriter AssistantJimcor Agencies Jun 2004 - May 2005Montvale, Nj- Computed rates and premiums for all endorsements and cancellations.- Processed binders, endorsements and cancellations.- Reviewed certificates and inspections against the corresponding policy.- Processed renewal quotes for Physical Damage/Excess Physical Damage Coverage. -
Document Production AgentAon Nov 2002 - Jun 2004New York, Ny- Worked with commercial insurance lines for multiple clients.- Produced insurance certificates/auto ID cards in a high paced environment.- Interacted with brokers and clients to help ensure the client’s insurance needs are met. -
Risk Management & Financial AnalystThe Old Mountain Company Mar 2001 - Jun 2002New York, Ny- Handled insurance claims for various entities.- Assisted in insurance line renewals.- Allocated insurance premium to all entities.- Prepared/inputted monthly and annual journal entries into general ledger system- Analysis of general accounts as requested.
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Certificate Department Production AgentAon Jul 1999 - Dec 2000New York, Ny- Logged incoming work and distributing it to department employees.- Interacted with clients and brokers to help meet their certificate and auto ID card needs via telephone, email and one on one meetings.- Prepared certificates of insurance for multiple clients.- Maintained folder on client’s certificates of insurance.
Steven Koehler Skills
Property And Casualty Insurance
Microsoft Office
Casualty
Commercial Insurance
Liability
Insurance
Brokers
Commercial Lines
Umbrella Insurance
Workers Compensation
General Insurance
Risk Management
Excess
Account Management
Actuarial Science
Cpcu
Captives
Claim
Claims Management
Customer Service
D&o
Directors And Officers Liability
Disability Insurance
Employment Practices Liability
Enterprise Risk Management
Finance
Financial Analysis
Financial Risk
Financial Services
Fixed Annuities
Inland Marine
Insurance Brokerage
Liability Analysis
Management
Marine Insurance
Marketing
Microsoft Excel
Property
Reinsurance
Relationship Management
Renewals
Risk Assessment
Risk Financing
Strategy
Surety
Surety Bonds
Casualty Insurance
Working With Brokers
Steven Koehler Education Details
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Actuarial Science
Frequently Asked Questions about Steven Koehler
What company does Steven Koehler work for?
Steven Koehler works for Gallagher
What is Steven Koehler's role at the current company?
Steven Koehler's current role is Client Service Supervisor, Area Vice President.
What is Steven Koehler's email address?
Steven Koehler's email address is st****@****rsh.com
What is Steven Koehler's direct phone number?
Steven Koehler's direct phone number is +197340*****
What schools did Steven Koehler attend?
Steven Koehler attended Saint John's University - Peter J. Tobin College Of Business.
What skills is Steven Koehler known for?
Steven Koehler has skills like Property And Casualty Insurance, Microsoft Office, Casualty, Commercial Insurance, Liability, Insurance, Brokers, Commercial Lines, Umbrella Insurance, Workers Compensation, General Insurance, Risk Management.
Who are Steven Koehler's colleagues?
Steven Koehler's colleagues are Dawn Packard, Joanna Bartlett, Hrushikant Tapkir, David Mullen, Dayana Vanessa Guevara Medina, Caoimhe Lynch, Mike Deselich.
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