Insurance Account Executive
Resume:
Christie J. Klein
North Caldwell, NJ 07006
***********@*****.***
Summary
A licensed Property and Casualty Insurance Broker with a proven track record managing
domestic and international property and casualty insurance portfolios, predominantly in middle
market accounts throughout diverse industries. Proficient in policy management software, Word,
Excel, and PowerPoint.
Professional Experience
AON RISK SERVICES, New York, NY, 2008
Assistant Vice President, Professional Services Group
• Provided the highest level of account management services to prominent large law firms,
which included brokerage of new and renewal business, policy reviews, calculation of
surplus lines and international tax allocations, certificates of insurance, and client handbooks.
• Focused exclusively on professional liability, management liability, and employment
practices liability, with client premiums averaging in excess of $10M.
FISHER, HARRIS, SHAPIRO, INC., New York, NY, 2006-2008
Senior Insurance Consultant
• Advised large commercial and residential real estate developers on risk management, leases,
claims management, and certificates of insurance for their portfolios and large construction
projects, including owner controlled insurance programs (OCIP).
• Assigned and directed brokers to structure coverage and pricing expectations for their
insurance program.
• Recommended additional coverage lines to clients, ranging from D&O, E&O, EPL,
environmental, crime, fine arts, and travel accident, commensurate with my evaluation of
exposure.
• Client insurance premiums, for projects under my supervision, ranged from $5M to $60M.
AON RISK SERVICES, New York, NY, 2001-2006
Vice President, Environmental Services Group
Brokered and placed a variety of environmental coverages such as Pollution Legal
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Liability and Contractor Pollution Liability for a wide variety of clients, ranging from real
estate to industrial sectors.
• Contributed to achieving the department’s sales goals and retention goals by working
closely with producers and providing excellent client service.
Account Executive, Global Business Unit
• Promoted to Account Executive in October of 2003, to produce and retain middle market
reverse flow accounts across all industries, while managing a service support team.
• Executed the sales and placement of all lines of property & casualty, while engaging other
internal resources to create significant cross-selling opportunities.
Senior Client Specialist, Global Services Unit
• Managed a very high volume of small to mid-size international reverse flow clients,
which included providing them with everyday service such as certificates of insurance and
claims assistance.
• Handled all lines of property and casualty for both new and renewal business, and
engaged other divisions such as Employee Benefits to sell additional lines of business.
WILLIS GROUP, New York, NY, 2001
Account Manager, Energy Group
• Provided support to large casualty clients, which included coverage analysis, certificates of
insurance, invoicing, and following up for endorsements.
• Marketed renewal business for middle market sized energy clients, resulting in high retention
rates for the department.
RISK PLACEMENT SERVICES, INC., Chicago, IL, 2000 - 2001
Property & Casualty Marketing Specialist
Developed and implemented marketing strategies at this wholesale firm for both new and
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renewal property accounts. Worked closely with team members, retail agents, and insurance
carriers.
Built relationships with underwriters. Assessed insurers’ capabilities and risk appetites for
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excess and surplus lines business, resulting in new accounts.
Marketed and serviced unique and complex accounts, such as mobile home manufacturers,
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tire manufacturers, and nursing homes.
NEAR NORTH INSURANCE BROKERAGE, Chicago, IL, 1998 - 2000
Marketing Associate, Construction Division
Executed the marketing process for Construction related property & casualty insurance
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accounts, such as nationally recognized construction companies, architects & engineers, and
casinos.
Cultivated and maintained strong relationships with underwriters in order to provide optimal
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benefit to clients, negotiated with insurance carriers, and created client proposals.
Initiated, developed, and managed the Near North Construction Marketing Database, which
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streamlined the marketing process for the division.
Education
CPCU Candidate with courses completed in Property, Liability, Ethics, and Insurance
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Operations
New York University - Bachelor of Arts, Cum Laude, 1998, 3.75 GPA out of 4.0
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New York University - Pre-requisite medical curriculum, 2009, in Statistics, Microbiology,
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Anatomy & Physiology, Chemistry, Developmental Psychology, and Nutrition, with GPA of
4.0 out of 4.0
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