Lucy Consorte

**** ********* *****

Walnut Creek, CA 94596

Home Ph# 925-***-****

abhwzw@r.postjobfree.com

INSURANCE PROFESSIONAL EXPERIENCE

BB&T-Tanner Insurance Services April 2007 to June 2009

Pleasanton, CA

MARKETING EXECUTIVE. Responsible for obtaining business insurance

quotations primarily for new business, which are competitive in price

and coverage, as well as developing comprehensive proposals for

producers.

Additional responsibilities & accomplishments:

. Provided markets to access for renewals to Producers and Account

Managers on a monthly basis. This involved calling the

underwriters to gauge interest in the account.

. Point person for all company underwriters, as well as wholesale

contacts. I met with underwriters on a regular basis and kept the

commercial lines department updated on marketing intelligence.

. Ran monthly volume reports and handled all the agency planning

meetings with our carrier partners for the Pleasanton office.

. Resolved any disputes between our employees and the underwriters or

brokers.

. Consistently searched for viable programs and worked with our

contracts department in VA for approval of any new carriers or

wholesalers.

Cook, Hall & Hyde Inc. January 1999 to May 2006

Bethpage, NY

SENIOR MARKETING REPRESENTATIVE. Responsible for marketing both new

and renewal business via submissions to our carriers and wholesalers,

and for the reporting of entire marketing department results to

management, as well as the individual producers.

Accomplishments:

. Assumed responsibility for all recording of marketing production

for three offices and provided monthly reports to management.

. Exclusively assigned to 3 producers, who each year exceeded set

goals and achieved our highest sales award during my alliance with

them.

. Acted as Chairperson for the CNA Insurance Co. Pacer CSR Council

for 2000 and 2001. In this capacity, I provided information as to

the effectiveness of the local branch underwriting and the CNA

Commercial Service Center in Orlando FL.

The Hall Agency of NY, Inc. April 1986 to Merger of

Cook,

Valley Stream, NY Hall & Hyde in January

1999

SUPERVISOR OF COMMERCIAL SERVICE. For 5 years, I supervised the daily

work of five Commercial Service Representatives by utilizing my prior

8 years of experience as a Commercial Service Rep. for this agency.

In this supervisory position, I maintained the department's

productivity of new business, and retained a high retention of

renewals through quality service by making sure all tasks were

completed in an efficient and timely manner. I handled all new

business marketing and supervised any renewal remarketing required.

Arthur Yanoff & Co. November 1984 to April

1986

Valley Stream, NY

WHOLESALE CASUALTY UNDERWRITER. Initially hired as an underwriting

assistant and was quickly promoted to underwriter for small to mid

size accounts which involved placing policies with our surplus lines

carriers. Responsibilities also included approving endorsement

requests on policies within our binding authority, and reviewing

inspection reports on written business, and sending risk

recommendations to the broker with follow up for compliance. I

assisted in keeping a high retention of renewal business within the

agency by aggressively remarketing accounts.

Massplate Insurance Co. September 1981 to

November 1984

Garden City, NY

COMMERCIAL UNDERWRITING ASSISTANT. Reviewed new business

applications submitted by brokers and obtained any additional

information necessary to properly evaluate the risk. Set up

inspections and if acceptable, rated the policy and provided the

underwriter with the quotation. Issued binders and assembled policies

with all required endorsements.

Liberty Mutual Insurance Co. February 1975 to August

1981

Lynbrook and Carle Place, NY

ASSISTANT BRANCH OFFICE SUPERVISOR AND BOOKKEEPER. Responsible for

all bookkeeping in the branch office, which involved accepting

premiums from clients, posting payments, reviewing sales expense

accounts, and writing checks to salespeople for monthly expense

reimbursements. I balanced the checkbook and cash drawer with a

consistent high level of accuracy. Prepared daily sales report for

our office, and monthly sales reports for HQ. Supervised all

administrative office employees when the Branch Supervisor was absent

from the office. Organized procedures and flow of work for

administrative assistants, prepared payrolls, assisted in establishing

uniform correspondence procedures.

Licenses

California Brokers License since 2007

New York Brokers License since 1986

Volunteer work

Currently working at Lindsay Wildlife rehabilitation hospital

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