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P&C Commercial Lines Insurance Account Manager

Location:
Fort Lauderdale, FL
Posted:
February 09, 2015

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Resume:

MONICA GOMEZ

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

Miami, FL *****

732-***-**** (Cell)

E-mail: acn8d3@r.postjobfree.com

**** – 2014 Premier Protection Insurance Services

Ft. Lauderdale, FL

Commercial Lines Customer Service Rep

• Contacted Insured’s on their upcoming Renewals to discuss

changes, if any, to properly update accords and send to

brokers for Quotes

• Prepped each upcoming account which included Proposal

and updated Acord Applications.

• Upon receipt of signed Documents, prepared Bind Request to

Broker(s)

• Invoiced and updated all required sections in TAM for

process of Renewal(s). Process of Certificates and handling

of incoming calls.

2010 –2012 Moody Insurance Group

Hollywood, FL 33020

Commercial Lines Account Manager

• Handled, remarketed and maintained small to medium size

accounts ranging from $700 in premium to $200,000 in

premium.

• Variety of risks from LRO, Janitorial, wholesalers/distributors

to General & Artisan Contractors, Restaurants, Retailers, etc.

• Wrote new business from Call-ins and referrals

• Online quoting with several carriers

• Lines of coverage bound/serviced such as BOPs, PKGs, WC,

Monoline Property, GL, Business Auto and Wind

2008 –2010 Sabal Insurance Group

Ft. Lauderdale, FL

Commercial Lines Account Manager

• Handled new business calls and serviced existing accounts for

Home Health Care type risks. Other type of risks were also

handled, consisting of Roofing, General Contractor’s,

Landscapers, Restaurants, Distributors, Manufacturers, etc.

• Marketed New accounts and Re-marketed existing accounts for

competitive pricing

• Quoted online with several carriers; Worked closely with

Carriers & Brokers to obtain competitive quotes, changes, Bind

Orders, etc., in a timely manner

• Managed a book of business consisting of several franchise

businesses among other types of risks which varied from $2,000

to $90,000 in base premium

1998 – 2008 Brown & Brown Inc., Ft. Lauderdale, FL

and Brown & Brown Inc., Clark, NJ

Commercial Lines Account Manager

• Maintained $300,000 in revenue of small to medium size

commercial accounts ranging from $5,000 to $200,000 in

base premium

• Established a strong working relationship with new and

existing Clients

• Addressed and resolved client issues on a daily basis

• Worked closely with many producers and their accounts to

establish the proper markets to approach for best pricing

and coverage

• Grew book of business by writing new business through

referrals and call-ins

• Marketed New Business and Remarketed Existing Business

with various markets.

• Worked with Underwriters and Brokers to discuss risks,

pricing, rates and approval to quote in-house or submit

• Prepared Proposals for Producers to present

• Quoted and Issued Policies On-Line with Various Insurance

carriers, such as Travelers, Hartford, Safeco, Old

Dominion, Amerisure, FCCI, Zurich.

• Worked with several brokers such as Hull&Co., CRC,

MacDuff Underwriters, etc., to provide quotes for hard to

place business at decent rates

Education: Carteret High School

Carteret, NJ

Middlesex County College

Edison, NJ

Atlantic School of Insurance

Piscataway, NJ

Relevant Skills: Microsoft Word, Excel, Microsoft Outlook

Sagitta & Sagitta for Windows

Applied

Agency Pro

AMS/TAM

Hawksoft

AIM

ImageRight

Other 220 License

CLCS Designation

Fluent In Spanish

References

Ian Norris – Owner - Sabal Insurance Group, FL

Mobile - 954-***-****

Debbie Colegrove – Brown & Brown Small Commercial Lines Manager, FL

Mobile – 954-***-****

Donna Utanski – Moody Insurance Commercial Lines Account Manager

Mobile – 305-***-****



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