Manager Insurance

SUMMARY

With over ** years of commercial insurance (P&C) brokerage experience, I am

a client service

professional with full-cycle expertise in the implementation of commercial

insurance policies from initial client RFP fulfillment, carrier marketing,

to final policy binding and renewals. Client industries include a wide

variety of business organizations such as hospitality, casinos,

construction, retail, restaurants, real estate, non-profit and social

service, healthcare, building owners, real estate investment trusts

(REITs), manufacturing and country clubs in both nationwide and global

capacities and also client relationships with risk sharing pools for

municipalities including cities, counties, water and special districts.

SKILLS HIGHLIGHTED

Hands-on client servicing experience.

Exceptional communication skills (written and verbal).

Proven competencies in the delivery of effective client relationship

management.

Solid knowledge of commercial property & casualty insurance brokering and

servicing.

Advanced systems knowledge to include Microsoft Word, Excel, PowerPoint,

Outlook, Agency Management Systems (WinTam), Lotus Notes and DELPHI.

Exemplary service commitment.

PROFESSIONAL EXPERIENCE

Alliant Insurance Services, Inc., Newport Beach, CA

12/2008 - Present

Account Manager (Specialty Group Division)

. Manage five Casualty Programs for one of the largest public entity

risk sharing pools in the nation (CSAC Excess Insurance Authority)

with revenue in excess of $14 Million.

. Packages and market applications to various carriers to obtain quotes.

. Negotiates price, commissions, and/or coverages with carrier.

. Review policies, identify deficiencies and determine appropriate level

of coverage.

. Manages renewal process for expiring policies.

. Review client accounting history, respond to inquiries and correct

account discrepancies including collections on past due accounts.

. Participate in client meetings to review coverage.

. Provide daily oversight of overall account administration workflow.

. Compile, analyze and interpret data to facilitate decision-making.

. Gathers information for applications; prepares presentations and

proposals for clients.

. Assist in setting renewal and/or new business marketing strategy with

Broker.

. Analyze certificate requests and ensure clients' needs are met.

. Input applications and process letters and other forms of

correspondence.

. Bind insurance coverages and prepare insurance binders.

. Work with existing and prospective clients to answer coverage

questions.

. Establish and maintain relationships with clients and markets.

Arthur J. Gallagher & Co. Ins. Brokers of California, Inc., Glendale, CA

5/2006 - 8/2008

Senior Commercial Account Manager

. Managed a book of middle market commercial accounts totaling more than

$700,000 in revenue (14 clients, over 75 policies)

. Prepared and sent submissions to market, reviewed quotes and prepared

proposals.

. Prepared coverage comparisons and premium allocations.

. Compiled, analyzed and interpreted data to facilitate decision-making.

. Worked with existing and prospective clients to answer coverage

questions, assisted with the application process and provided loss

prevention information.

. Worked closely with company underwriters to develop appropriate terms

and conditions for clients.

. Established and maintained relationships with markets.

Lockton Insurance Brokers, Inc., Los Angeles, CA 6/2000 - 5/2006

Account Manager, 5/2002 - 05/2006

Account Administrator, 6//2000 - 5/2002

. Managed a book of middle market commercial accounts with revenue of

more than

$1 Million (9 clients).

. Responsible for the servicing and marketing needs of clients under the

direct supervision of the Account Executive.

. Collaborated with Account Executives in developing renewal and new

business marketing strategies.

. Carrier negotiation in reference to premium pricing, commissions and

coverage levels.

. Reviewed policies, identified deficiencies and determined appropriate

level of coverage.

. Reviewed client accounting history, responded to accounting inquiries

and corrected

discrepancies.

. Collaborated with client teams to participate and deliver client

presentations.

. Prepared submissions to market and prepared quote comparisons.

. Prepared presentations and proposals.

. Provided mentorship and training to Account Administrators.

. Prepared and updated coverage comparisons and premium allocations.

. National and international client experience.

. Entrusted in handling highly confidential information.

. Client premium financing application assistance and funding source

liaison.

James Econn & Co., Los Angeles, CA 2/2000 - 6/2000

Technical Account Assistant

. Serviced, maintained and assisted in developing accounts.

. Assisted producer with marketing commercial casualty business.

. Interacted with clients via telephone and correspondence.

. Issued binders and invoices utilizing the Applied system (WinTam).

. Prepared certificates and certificate requests.

. Assisted with proposal preparation.

. Calculated final premium audits.

. Reviewed policies and endorsements for accuracy prior to mailing.

. Surplus lines filings and set up client files.

American International Group, Inc., Los Angeles, CA 9/1994 - 9/1999

Underwriter I (World Risk), 9/1998 - 9/1999

Underwriting Assistant III (Excess Casualty), 8/1996 - 9/1998

Production Assistant (Risk Management), 9/1994 - 8/1996

. Underwrote new/renewal foreign package policies between $2,500-

$200,000 with a budget of $2 Million.

. Monitored and serviced admitted/non-admitted accounts to ensure

quality of service.

. Prepared excess, umbrella and non-admitted policies for issuance.

. Coordinated all non-admitted excess/umbrella policies to ensure

compliance of appropriate documentation for state filings.

. Monitored and tracked current activity of new/renewal business for

national accounts $700 Million in gross receipts and with an annual

budget of $300 Million.

. Prepared marketing presentations/brochures through PowerPoint for

lunches, seminars and field demonstrations.

. Accompanied manager to develop broker relationships.

EDUCATION

B.S., Business Administration, University of Southern California - Los

Angeles, CA

PROFESSIONAL DESIGNATIONS

Associate in General Insurance (AINS)

Construction Risk and Insurance Specialist (CRIS)

Associate in Customer Service (ACS)

Associate in Insurance Services (AIS)

General Insurance Certificate (INS)

LICENSES

Fire & Casualty Broker/Agent License: #0C89597

California Real Estate Brokers License: #01173279

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