Customer Service Insurance
Resume:
Noel Epstein,
**** **** ****** *****, **** Raton, FL 33433
PROFILE
Accomplished property casualty insurance professional with highly developed skills in client retention, marketing, sales and management. Client focused with proven record of high retention, revenue growth and cultivation of long term partnering relationships. Strong technical, negotiation and marketing ability. Extensive experience working with Global and National Accounts, Alternative Risk Financing, Contract and Policy Analysis, Relationship Building, Oral and written Presentations, Marketing expertise developing and maintaining relationships with A+ Carriers and Excess Surplus Lines Markets.
PROFESSIONAL EXPERIENCE
November 2010 – Present -CKP Insurance Agency, Boca Raton, Florida - V P / Sr. Account Executive Responsible for marketing new and renewal accounts and maintaining of all lines of Property and Casualty insurance coverages. Operating within diverse industries from medical, pharmaceutical, agricultural, and real estate. Accounts ranging in Large Property /Windstorm, General and Product Liability, Workers Compensation, Directors and Officers, and Professional Liability. Specializes in large Condo Associations, H O Associations, Real Estate Investors, Property Owners and Developers and Construction Risks. Also a licensed Crop Insurance Agent with expertise in both PRF and Apiculture Insurance programs. Experience on the Applied Epic System.
November 2000- October 2010 - Riemer Insurance Group, Hallandale, Florida – Executive Vice President All aspects of hands on handling and supervision of commercial insurance including sales, marketing, customer service, and claims. Thorough knowledge of all lines of coverage including Workers’ Compensation, Property including Windstorm, General and Professional Liability, Directors’ and Officers’, Crime, Automobile, and Umbrella. Extensive experience placing new and renewal accounts with both Agency companies and through surplus lines brokerage relationships. Computer skills include familiarity with Tam/Applied, as well as Microsoft products Word, Excel, and Powerpoint.
January 1998-November2000 – Kornreich/NIA, West Palm Beach, Florida – Regional Vice President– Commercial Lines supervision and hands on handling of agency’s VIP accounts. Renewal marketing, new business marketing, supervision of customer service including certificates, policy checking and billing. endorsement requests and follow ups for changes, additions, deletions. Actively involved in “cross sell” incentive program for all staff, both implementation and monitoring.
March 1997 – January 1998 – Sterling & Sterling, Great Neck, New York – Vice President Client Services Customer service supervision for all lines of insurance including personal, commercial, and program business. Hands on supervision of from 30-40 employees. Program department included over $15mm premium for taxi cabs, day camps, indoor playgrounds, and community recreation centers with national clientele. Middle market commercial insurance department with $25mm of main street type business, utilizing individual standard and surplus lines placements.
September 1992 – March 1997 – Stiepleman Coverage Corp – Commercial Lines and Marketing Manager .Marketing and problem resolution book of commercial accounts. Premiums ranging in size from $2,500 all the way up to $1,000,000. Clients from varied industries including transportation, wholesale distribution, manufacturing including garment, import and export business including ocean cargo coverages. I served as the lead account executive in a group of four others. I would set the marketing and renewal strategies, and then prepare a detailed coverage comparison of all aspects of the different options. Them, it would typically be my responsibility to take the proposal, visit the client, and help them decide on the option best suited by cost and coverage to meet their needs. This skill was something I carried through all future years in the business.
Other contributions:
Has written and implemented procedure manuals, became an approved instructor for Continuing Education to both the Florida Bar Association and the A.I.C.P.A. Assisted in closing new business in excess of $50,000,000 premium over the last 5 years. Established a SBU department for two agencies using streamlined work flows and standardization for profitable handling of business.
EDUCATION
Cornell University, Ithaca, NY – College of Industrial and Labor Relations
College of Insurance, New York, NY – Varied Curriculum in general insurance and licensing
Bronx High School of Science
Various and Continuing Education Courses - Florida 2-20 Agents license
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