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Account Manager

Location:
East Hampton, NY
Salary:
40-50k
Posted:
May 21, 2020

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Resume:

Donte Donegal

*** ********* ****, **** *******, NY 11937 631-***-****

addc09@r.postjobfree.com

Licensed Commercial Lines Insurance Broker

https://www.linkedin.com/in/donte-donegal-06351915a/ PROFESSIONAL PROFILE: Self-motivated and talented insurance professional with commercial insurance experience in construction, middle market, and select client relations, retention, marketing and customer service. BUSINESS SKILLS:

● Motivated and personable business professional

● Diplomatic and tactful with professionals and public

● Communicates effectively with customers

● Accustomed to handling sensitive, confidential records

● Team Player that can work independently

● Computer savvy and technology talented

● Planning and organizational skills that balance work and responsibilities in a timely manner

● Professional, warm and friendly

● Able to adapt to changes efficiently

● Computer interfacing with insurance companies

IT EXPERIENCE: Applied EPIC, Windows, MS Word, Excel, internet and Insurance Company interfacing, Sagitta Software, ImageRight Database

ELMIRA COLLEGE, Elmira NY Bachelor’s of Science Degree September 2014-June 2018 - Dean’s list AWARDS

NCAA 4 Year Athlete- Men’s Soccer & Empire 8 All Conference 2x EMPLOYMENT

CAVALLINO RISK MANAGEMENT JANUARY 2020-PRESENT

ACCOUNT MANAGER

● SERVICING CLIENTS ON A DAILY BASIS WITH BASIC NEEDS AND REQUIREMENTS

● WRITTEN, INTERNET AND VERBAL COMMUNICATION WITH CLIENTS AND UNDERWRITERS

● RESPONSIBLE FOR GENERATING NEW CLIENTS THROUGH LEADS AND PROSPECTS

● PROCESS CERTIFICATES OF INSURANCE, NOTICE OF CANCELLATIONS AND CERTIFICATES OF INSURANCE, ETC.

● WORK WITHIN A TEAM ENVIRONMENT AND ATTEND WEEKLY MEETINGS TO DISCUSS FUTURE GOALS

● ASSIST WITH SPANISH SPEAKING CLIENTS OR PROSPECTS

● CREATE AND PRESENT QUOTES TO POTENTIAL CLIENTS AND PROSPECTS COOK MARAN AN EPIC COMPANY - July 2019-January 2020 Commercial Insurance Assistant

● Answer customer inquiries and expedite requests for construction, middle market, and select clients

● Daily servicing of commercial clients updating policies, schedules, audits, etc.

● Tasked with servicing certificates, schedules, for various departments within the insurance industry.

● Written, internet and verbal communication with clients and underwriters

● Organizing account binders for numerous account managers.

● Complete underwriting data and help prepare presentations to carriers and clients

● Prepare renewals, audits and policy amendments, as well as checking policies

● Issue binders, ID cards, proofs, certificates of insurance, invoices, etc.

● Service and manage Commercial Lines clients using EPIC Systems

● Process renewals, Process policy endorsements, certificates, cancellations and billing inquiries

● Exercise problem solving techniques through weekly team meetings SUFFOLK COUNTY LEGAL AID SOCIETY, Riverhead NY-Intern June 2019-July 2019 SULLIVAN TRAIL LEGAL, Elmira NY— Legal Advisor (Intern) March 2018- June 2018 Group Research Proposal — Proposal submitted to the United Nations

Topic proposal was based around a solution to human trafficking Six week course aimed to produce a final team project Human Rights Cyber Security

Empire 8 Leadership Committee

Involved in a leadership council that included numerous schools within the conference.

Student athletes that were recognized for their leadership qualities and academic success.



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