- Montgomery Street, San Francisco, CA 94105
- (555) 432-1000
- resumesample@example.com
- Date of Birth:
- India:
- single:
I am a committed professional with a comprehensive background in Commercial, Property & Personal Lines, Marine, and Worker Compensation insurance. I would like to continue on a career path in a field that offers a stimulating and challenging work environment, long term opportunities, and include lucrative incentives to reward growth and development. I have an outstanding interpersonal, facilitation, and communication skills. I am analytical, diligent, organized, and articulate.
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- Intern at Colorado State Capitol in Denver for Senator Richard "Dick" Mutzbaugh
- Fort Lauderdale Mariners Club
- 2012 Historian, 2013 Bos'n, and 2014 Activities and Events Chair
- Fort Lauderdale Mariners Seminar volunteer
- Shake-a-Leg Miami Boat Show Kick Off party planning committee and volunteer
- Fort Lauderdale Sea Cadets Spruance Division - Advertising for cruise book and fund raising for organization and Wounded Warrior 5K run in Hollywood
- Broward County Start-Up Quest Nov. 2014 3rd Place team winner
Crc Insurance Services, Inc. – Sacramento, CA,
Assist underwriters in managing the PEO book, processing renewal business, and identifying potential poor performing accounts
Assist with internal administrative and compliance functions, such as Bureau Criticisms, ERM 14 forms, and Experience Modifications. Provides needed information to supporting business units, such as billing, policy services, legal and IT
Support underwriters with documents and workflow management for increased efficiency. Processed applications, corrections, endorsements, cancellations and assist with day to day operations of assigned accounts
Respond to inquiries and requests from agents, brokers and policyholders in a timely fashion
Workable – Boston, MA,
- Assisted producer in marketing yacht insurance to all available carriers for new business prospects
- Managed current book of business for renewals, marketing, and rounding out accounts to increase company profitability
- processed applications, payments, corrections, endorsements and cancellations
- Endorsements, crew changes, new purchases etc.
- Made it a goal to call, write, and e-mail, four different current clients to confirm customer satisfaction
Hersha Hospitality Management, Lp – Marina, CA,
- Assistant to VP in developing and producing underwriting guidelines for Seawave Yacht, Prime Time Boat & Prime Time High Performance policies.
- Managed staff of 8 underwriting assistants,CSR's and receptionist
- Responsible for risk selection, underwriting, and managing agency relationships including marketing to new agents and the marine community nationwide
- Build, develop, and nurture relationships with company underwriters-ACE,AIG, Chubb, Falvey, Lloyd of London, Travelers, XL.
- Present an understanding of products and policies to agents and CSR's
- Responsible for producing new business accounts
- Attend trade shows (FAIA,PIA) and other Marine functions (Latin Agents, LIG meetings, Tampa Bay & Fort Lauderdale Mariners Seminar, Shake a Leg Miami Boat show kickoff party) to market new relationships and nurture existing
Setnor Byer Insurance And Risk – City, STATE,
- Managed small business accounts, generating 1.5 million in annual premium
- Managed and administered policies for accounts under $50,000 in premium
- Performed annual portfolio reviews with clients, as early as, 120 days prior to their renewals
- Negotiated renewals, quote, analyze, up sell, cross sell, new business submissions, and prepare detailed and informed proposals
- Knowledge of AMS for Windows
Marsh USA, Inc – City, STATE,
- Summarize and analyze the comprehensive insurance program for affluent individuals and families
- Set up annual client meetings and summary packages designed to monitor and review marketing updates, trends, and individual coverages that may have changed during the year
- Knowledge of the Applied system, Microsoft Word, Excel, Power Point, and carrier web-sites
- Maintain complete discretion of affluent clients personal information
State Farm Insurance – City, STATE,
- Held highest level LSA (Licensed Sales Agent-LSA5) license.
- Professionally provide day to day client services.
- Managed a staff of 8 employees.
- Organized, trained, and motivated for sales and service.
- Responsible for growth of assigned book of business, as well as, client retention.
- Reviewed existing client policies, evaluated, and recommended appropriate products and services.
- Worked with Agent and Field Office Specialist to market prospective clients and/or multi- line existing.
University of Colorado - ,
GPA: 3.74 Deans List, Presidents List, graduated with honors
220 and 214 License License #E033229
Team placed 3rd in final presentation
CMIP - Commercial Marine Insurance Program
AMIM - Associate in Marine Insurance Management
CLCS - Commercial Lines Coverage Specialist
Sigma Six Lean - White Belt
United State Navy League
Fort Lauderdale Mariners
Fraternal Order of Police #31
PTA Fort Lauderdale High School
Fort Lauderdale Sea Cadets
Proficient with Excel, Powerpoint, Microsoft Word, Outlook, AMS for Windows and Applied (TAM) systems.
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School Attended
- University of Colorado
- Hilda Tucker Insurance School
- Workers Compensation-10 hour IRMI
Job Titles Held:
- Underwriting Assistant
- Account Manager
- Marketing Manager/ Producer
- Client Relations Manager/Account Manager
- Steward
- Marketing Sales Specialist/Office Manager
Degrees
- Bachelor of Arts
- Start-Up Quest
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