Account ExecutiveTravelers Insurance Co – Hartford, CT
focus on Property , IM, Crime, Auto) Support long and short term business strategies to effectively achieve profit and growth objectives for assigned regional office(s) or a 1st Party Business Unit Program through responsible marketing and sound underwriting.
Underwrite and price accounts in support of strategic business planning activities designed to increase the presence of the business group in the market; retain the appropriate mix of business; and achieve overall growth and profit objectives.
Respond for underwriting and marketing strategies and standards by developing a marketing plan that reflects local market competitive conditions and, at the same time, meets growth and profit goals.
Marketing and underwriting responsibilities include but are not limited to: Meeting with agency personnel to maintain and develop positive and productive relationships.
In this capacity, assures that our contractual commitments are met and negotiates programs of insurance.
Working with other business units as appropriate to support market penetration objectives and seeks out cross-sell opportunities as appropriate.
Mentoring of Account Managers and new hires.
Product Development ManagerTravelers – Hartford, CT
focus on Property, IM, Crime, GL, Auto) Product Development
Commercial Lines - Property, GL, Crime, IM, Professional) Responsible for Profitability, Growth and Retention of an Assigned book of business within an assigned territory comprising of GL, Prop, Crime & IM.
Underwrite and price accounts in support of Strategic Business Planning designed to increase the presence of the business group in the market by retaining the appropriate mix of business and achiefe overall growth and profit objectives.
Respond to underwriting and marketing strategies and standards by developing a marketing plan that reflects local market competitive conditions.
Maintain the highest level of Customer Service.
Develop and maintain effective relationships with internal resources to ensure delivery of all related services to clients.
Perform all functions to support profit, growth and expense management goals.
Partipates in Planning, Goals & Objectives for Current and Prospective Agents.
Team Lead for New Hires in Hartford - Coaching; Mentoring Participated on Agent Training in Portal and follow up sessions.
Developed Applications for use in conjuction with various Program Lines.
Marketing & Placement of New & Renewal Business - all lines Assisting in Development of LPL Program and Specialty Programs Procedure Development for Small Commercial Department Producer - Property & Casualty all related lines Instituted and Developed Professional Program for Title Lawyers with Fortune 500 Carrier.
Trained Staff on related lines including Professional Program.
Commercial Lines DirectorMcGrath Insurance Group, Inc – Sturbridge, MA
focus on Property, Liability, Professional, WC) Responsible for the management of the Commercial Lines Staff which included but was not limited to staff performance through work audits, developing workflows and procedures and act as a liason between Commercial Lines Account Reps, Producers, Carriers and Management.
Underwrote Program related business within guidelines assigned.
Average premium size of accounts ranged from $100K to $1 mil of multi line business.
Met with prospective companies for possible agency appointment.
Completed yearly Insurance & Risk Management Audit for all key accounts and for others as requested by the President & Vice-President.
Assisted in Development of Procedures Manual.
Following up on Large Loss Reports - researching outstanding reserves and working with the carriers to facilitate prompt closing of claim(s) in order that loss experience does not adversely impact the agency's loss ratio.
Account ExecutiveBurlington Insurance Group – Hartford, CT
Underwriter - Bind Unit - Northeast (Focus on Property, GL and Professional lines) Underwrote small and middle market Casualty & Property coverages.
Marketed to assigned MGAs throughout territory.
Auditing of assigned MGAs.
Trained Guilford Specialty Group Students.
Worked with Product Development in regard to form/coverage development.
Reviewed Claims with claims representatives.
Large Loss meeting reviews with Company Attorney(s) for settlement of claims.
Coordinated with Submit unit on various accounts for referral to large account manager.
Commericial Marketing Manager/ Account ExecutiveChase Clarke, Stewart & Fontana Insurance – Springfield, MA
Market and placed all new business and larger agency renewals with contract carriers and E&S providers.
Maintained & developed agency relationships with Commercial Lines & E&S carriers.
Prospecting and sales of new accounts.
Rate and qualified new business for placement with Agency authority guidelines.
Work with Producers on new business placements.
Review contracts and assisted with Risk Management of large accounts.
Trained CSR's on various carrier-rating systems.
Work with Accounting in regard to account reconciliations.
Account Executive/Marketing ManagerInsurance Center of NE – W. Springfield, MA
Started up and developed Small Business Division, Main Street New England.
Maintained Agency relationships with various insurance carriers.
Underwrote for standard and E&S Program Business.
Prospecting and sales of new accounts for the New England Territory.
Worked with various E&S markets to identify niches such as Restaurant and Hospitality, Vacant Property and Contractors programs.
Assisted Management with CSR's along with Training and Management of Staff.
Marketing of accounts with carriers.
Trade Show Experience.
Claims review and assisting claims Department with outstanding open reserves and claims settlement.