Janice Lee, ARM

*** ***** **** * Prospect, CT ***12 * 203-***-**** * ac721i@r.postjobfree.com

Commercial Risk & Insurance Manager

Career Profile

Twenty-years experience in selling, servicing and underwriting small to large commercial accounts. Outstanding communication skills and proven track record negotiating with insurance carriers, prospects and clients. Adept at loss analysis and forecasting, risk financing, claims administration and safety assessments. Analytical, thorough, ethical, driven and committed.

Core Competencies

General Liability

Errors & Omissions

Cyber Liability

Property& Fire

Surety & Fidelity Bonding

Medical Malpractice

Business Automobile

Inland Marine

Employee Benefits

Workers Compensation

Boiler & Machinery

Directors and Officers Liability

Umbrella Liability

Life Insurance

Employment Practice Liability

Professional Experience

JOHN M. GLOVER INSURANCE AGENCY, NORTH HAVEN, CT

Sales Associate, 10/01/2016 – Present

Create and manage a sizable commercial lines and personal lines book of business.

Create new business appointments, market accounts and ultimately turn them into a client.

Maintain a hit ratio is 90%.

TRACY~DRISCOLL INSURANCE & FINANCIAL SERVICES, BRISTOL, CT

Sales Associate, 10/2013 – 02/16/2016

Coordinated insurance placement for small to large market commercial accounts.

Conducted risk assessments, evaluated insurance programs and recommended insurance coverage.

Achieved top sales for 2015.

ARTHUR J. GALLAGHER RISK MANAGEMENT SERVICES, NORWALK, CT

Commercial Lines Insurance Agent, 1/2012 – 12/2012

Met with potential clients to discuss insurance needs and sell related products.

Followed up on prospective business and cross-selling opportunities.

Created new sales strategies and executed those strategies in conjunction with corporate sales plan.

DILL, JOYCE & THRESHER INSURANCE, INC., AVON, CT

Commercial Lines Insurance Agent, 2/2007 – 1/2011

Achieved “Salesperson of the Year” award two consecutive years.

Organized and participated in Property and Casualty seminars for prospects and clients.

Maintained agency relationships with marketing representatives.

Education & Designations

CENTRAL CONNECTICUT STATE UNIVERSITY, NEW BRITAIN, CT

Bachelor of Arts Degree, English/Journalism 1997

Certified Property/Casualty License, Certified Life/Health License

Certified Insurance Consultants License, Associates in Risk Management Designation (ARM), 2004

Proficient with Sagitta, AMS 360, Applied/TAM and EPIC Agency Management Systems

References

Available upon request

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