Insurance Account Executive

Thomas William (“Tom”) Burke, CPCU

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

Mobile, AL 36618-4827

Phone: 251-***-****/704-***-**** Cell

Email: *******@***.***; **********@*****.***

Objective

A challenging professional position in the Property and Casualty Insurance industry

that will both call on my career experience and allow me to continue professional

growth and learning; to include leadership and mentoring.

Insurance Industry Experience

October, 2009-Present; Client Manager, Willis of Alabama, Inc, Mobile, AL

-Member of six-person team, responsible for the marketing and servicing of large commercial property and

casualty insurance programs.

Accomplishments:

1. Assisted with the successful renewal marketing and placement of a $26 Billion TIV and $37 Million

annual premium Property program involving 37 foreign and domestic carriers and 57 policies.

-All policies received and delivered to client within 60-days, and all annual premium collected and paid

within 45-days.

January, 2009-October 2009; Registered Representative, New England Financial-Thompson Financial

Group, Charlotte, NC

-The marketing and sale of a broad-range of financial products and services, to individuals, families, and

businesses.

Accomplishments:

1. Earned an agent contract within 90-days.

2. Sold in excess of $30,000 in new commissions and fees in the initial 6-months under contract

3. Earned the New England Financial Super Starter Award for first-year sales.

Reason for leaving: Resigned. Unable to sell Mobile home, and Willis contacted and recruited me on an

unsolicited basis, starting in August, 2009.

July, 2008-January, 2009; Registered Representative, Principal Financial Group, Mobile, AL

-The marketing and sale of a broad-range of financial products and services, to individuals, families, and

businesses.

Accomplishments:

1. Earned Series 6 and 63 FINRA designations in the first 45-days of employment.

2. Successfully completed 120-day New Agent Training Program.

3. Sold in excess of $20,000 in new commissions in the first 4 months of employment.

Reason for leaving: Resigned. Wife desired to return to Charlotte, NC, so I sought a comparable position in

the Charlotte, where I also had more sales potential.

June, 2007-March 2008: Director of Risk Services, Thames, Batre, Mattei, Beville & Ison Agency,

Mobile, AL.

-Agency-wide risk management, marketing, servicing, and technical resource for large and large-mid-market

clients.

Accomplishments:

1.Redesigned and placed, $130M TIV Mobile County Office Property Ins, saving client in excess of

$100,000.

-Provided consultative/coverage assistance on proposal for Mobile County's overall Property Insurance,

resulting in agency being named broker. Additional income to agency in excess of $25,000 annual.

2. Upgraded Mobile County’s Boiler and Machinery Program, with no increase in premium cost, and

identified previously-uncovered locations. 3. Restructured Time Element cover for $160M beer distributor,

saving client $20,000+ annual. 4. Presented/sold WC Self-Insurance Concept to major lumber client/prospect

and secured BOR for balance of Casualty lines. Agency had pursued coverage for four years. 5. Negotiated

Architect & Engineers E&O Terms within major OCIP, to save client in excess of $100,000. Advised the

same client on OCIP compliance with minimal cost to client. 6. Developed contractor Insurance

Specifications and Indemnification terms for major construction client. 7. Reviewed and recommended

improvements in the agency's own E&O Insurance Program.

September, 2004-January, 2007: Account Executive-Consultant, Wachovia Ins Services-Special Risk

Department., Charlotte, NC.

-Function as department-wide marketing/servicing/technical resource, primarily for hospital and medical

clients.; Assist outside-department and junior associates on a broad range of multi-line matters: marketing,

placement, and servicing of complex and unique risks.

-Accomplishments:

1. Placement, Property risk with Tier 1 Wind and National Flood Exposure; saved Client in excess of

$100,000 year-to year, 2005/2006-April, 2007; TIV over $1B. 2.. Developed spec’s for $100 M Builder’s

Risk, final terms negotiated to save Client in excess of $400K. 3. Restructured Wind Pool Ins eliminating gap

exceeded $500,00. 4. Assisted less experienced associates in the areas of Inland Marine Insurance, self-

insurance options for Malpractice Insurance. 5.Total account Audit assistance on multiline basis for several

large Hospital Programs. October, 2006, competitively marketed 230 vehicle Hospital Fleet with savings to

Client exceeding $100,000, or 33%. 6. Restructured Medical Equip Floater Prog. to save client 20% and

effect lacking Time Element limits and terms.

April, 1986-May, 2004: Alexander & Alexander, Inc., Charlotte, NC (Acquired by Aon Corporation,

December, 1996).

-Account Executive/Marketing Specialist: Retention/growth of existing clients-all commercial Casualty and

Property lines. Annual production income exceeding $1.5 million. Client retention of 21, 17, 17, and 13

years; Energy, Retail, Fast Food, Real Estate.

-Chosen to Technical Excellence Conferences: 1987 & 1989; Account Executive of the Year Award-

Southeast Region: 1993.

-Technical Resource for Aon-Carolinas: Referral/consult person for numerous technical/analytical functions

and needs; selective and ongoing contractual review/analysis, total prospective/new account audits, complex

coverage and exposure analysis, and RFP support and assistance.

-Support of senior management/corporate initiatives, local/regional/national; Drafted local Executive

Stewardship Program, development/oversight of service quality/client retention initiatives, and participant in

national review of coverage forms.

December, 1979-April, 1986: Alexander & Alexander, Inc. (A&A), Winston-Salem, NC.

-Manager, Account Service Department: Formed and developed over two-year period ten-person (from two)

dept to service, including claims, middle-market and major corporate clients; support account executives and

sales professionals.

-Responsible for the total servicing of select, commercial accounts: renewal marketing and involvement with

prospective new clients; retail, construction, fast food, chemical, and textile industries.

March, 1974-December, 1979: Insurance Company of North America (INA)

-Commercial Casualty Underwriting Supervisor, Charlotte, NC; Responsible for the underwriting of

Commercial Liability and Catastrophe Liability risks among 40+ independent agents throughout North

Carolina.

July, 1971-March, 1974: Aetna Insurance Company (CG Aetna).

-Multi-Line Training School, Hartford, CT; Fall of 197; Ranked 3rd in class of 26 trainees.

-Personal and Commercial Casualty Underwriter, Charlotte, NC, Regional Office; Responsible for

underwriting and underwriting results in territory comprised of 25+ North Carolina independent agents.

Formal Education:

Boston College High School, Boston, MA.

Boston College, Chestnut Hill, MA

-Dean’s List: Six of eight semesters; Cum Laude Graduate

-BA Degree: Economics, and 33 Credit Hours: Sociology.

Certificate of General Insurance (IIA 21, 22, 23)

CPCU Designation

Professional Affiliations:

Licenses: Property & Casualty Agent; Life, Accident, & Health Agent; Long Term Care Agent; Variable

Products Agent

Society of CPCU; Local and National Chapters.

Civic/Community Affiliations:

Member, YMCA; Christian Leadership Group, Capital Campaign volunteer, Carolinas Chapter, Boston

College Alumni Association. and Educational Foundation, University of North Carolina at Chapel Hill; St.

Gabriel Church, and volunteer in Capital Campaign.

VIP Blood Donor, American Red Cross: Over 22 Gallons Donated

References: Readily available upon request.

Contact this candidate