Avp Account Executive Retail Insurance Broker Resume Example

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Bilingual and licensed Insurance Consultant with 10 years of experience. Trained in presenting comprehensive insurance solutions to a variety of executive teams and experienced with reviewing and negotiating insurance programs and contractual insurance clauses. Experienced with team leadership and international team coordination. Very comfortable with insurance terminology and the insurance market with formal education in Property, Workers' Compensation, General Liability, Auto Liability, Directors & Officers, Employment Practices Liability, Cyber, Professional Liability, Crime, Pollution and Fiduciary Lines.

  • Insurance Negotiation
  • Team Leadership & Coordination
  • Portfolio Management
  • Consulting
  • Benchmarking and Risk Transfer Analysis
  • Client Management
  • Contractual Revision
  • Microsoft Office, Outlook, EPIC, ImageRight
Work History
09/2019 to Current AVP, Account Executive - Retail Insurance Broker Commercial Property & Casualty - Lockton Companies | City, STATE,
  • Be the lead contact for complex and dynamic clients with domestic and global operations in the Technology, Security and Quasi-Governmental and Media space
  • Build, maintain and enhance a client's insurance program by providing consultative advice, analyzing multiple data points and negotiating broader coverage, and the containment of retention and premium increases with insurance carriers
  • Lead multiple teams to provide superior insurance solutions, and create processes to improve insurance deliverables in a fast-paced environment that requires tight deadlines, including the production of proposals, creation of RFP responses and stewardship reports
  • Develop and maintain dependable working relationships with client stakeholders, insurance carriers and wholesale brokers to secure best insurance outcomes in the market
  • Assist clients with developing risk management policies to mitigate the severity and frequency of claims
  • Perform contractual reviews to help clients negotiate favorable insurance language with third-parties
  • Facilitate clients' M&A activities by providing insurance reviews and cost & benefit analysis during the due diligence process
  • Develop Client Managers and Analysts in their different phases of their carrier and different levels of insurance knowledge
  • Assist in the establishment and attainment of revenue goals for existing and new business
  • Provide input in the development and implementation of Diversity, Equity and Inclusion initiatives
01/2017 to 08/2019 Client Manager - Retail Insurance Broker Commercial Healthcare - RCM&D | City, STATE,
  • Present insurance solutions to clients of several industries including healthcare systems and non-profit associations
  • Work directly with Executives, Risk Managers and Board of Directors to create a feasible insurance program that will add value to the insured's financial, risk strategy
  • Translate clients' business decisions to insurance and make the proper adjustments to their insurance program to support those business decisions
  • Review and revise contracts' insurance clauses
  • Analyze coverage offers from different insurance carriers and present the analyses to clients
  • Negotiate coverage terms and conditions with insurance carriers
  • Assist the client with the monitoring and control of claims along with the Claims and Risks Management departments
09/2013 to 12/2016 Underwriter - Wholesale Insurance Broker Cyber & Professional Lines - Insurance House Inc. | City, STATE,
  • Worked directly with retail agents and insurance companies to provided insurance solutions in the Professional Liability, Cyber, D&O, EPL and Pollution segment to clients in the technology and non-profit industries
  • Provided comprehensive analysis and explanations of different policy lines to retail agents
  • Negotiated price and coverage terms with markets as well as to manage any endorsement inquiries made by retail agents
  • Retained expiring accounts and declined excessive risks
  • Successfully executed the company's business plan to achieve revenue production goals
  • Monitored claims and endorsement inquiries
09/2011 to 09/2013 Junior Underwriter - Commercial Excess Liability - Torus Insurance | City, STATE,
  • Assisted with the review and analysis of risk's information.
  • Managed and updated a client' risk and coverage information.
  • Underwrote small business accounts through the company's online pricing tool.
  • Helped to coordinate the dissemination of critical insurance data to the India Excess team in charge of clearing and updating risk's online data.
  • Reviewed policies for accuracy.
  • Provided administrative support for the company's Excess Liability Department.
  • English (Fluent)
  • Portuguese (Native Language)
  • Spanish (Intermediary)
Expected in 2020 Master of Business Administration | George Washington University, The, Washington, DC GPA:
Expected in 2011 Bachelor of Business | International Business Liberty University, Lynchburg, VA GPA:
Expected in 2011 Bachelor of Business | Marketing Liberty University, Lynchburg, VA GPA:
Insurance Designations


Professional Liability Underwriting Society

Minneapolis, MN

RPLU - Registered Professional Liability Underwriter


The Institutes

Malvern, PA

ASLI - Associate in Surplus Lines Insurance

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School Attended
  • George Washington University, The
  • Liberty University
  • Liberty University
Job Titles Held:
  • AVP, Account Executive - Retail Insurance Broker
  • Client Manager - Retail Insurance Broker
  • Underwriter - Wholesale Insurance Broker
  • Junior Underwriter -
  • Master of Business Administration
  • Bachelor of Business
  • Bachelor of Business

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