Gwen Lombardi, CISR, CLCS

** ***** ** * ******** MD Property & Casualty Professional in

Commercial Lines Insurance, Surety Bonds & Personal Lines Insurance.

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

Mount Airy, MD 21771

240-***-****

acyp9l@r.postjobfree.com

EXPERIENCE

Carmack Insurance Group, Frederick MD

Commercial Lines Account Manager

Oct 2014 - PRESENT

● Review client accounts for proper limits and coverages.

● Cross/Up sell of coverage’s to round out accounts.

● Communicate with clients (both email and phone), making changes to their coverages when needed or

requested.

● Review forms, obtaining renewal information (from client and/or producer) and marketing the account should it be deemed necessary.

● Complete applications for new business and marketing that new business to the carriers we represent.

● Work closely with underwriters and brokers to follow-up on client needs.

● Process of policies and endorsements, certificates of insurance (including any attached endorsements

required).

● Prepare of schedules and proposals using PS/4 (Producer Plus).

● Prepare quotations using carrier systems and workflows.

● Assure that activities are documented per our agency standards.

Moody Insurance Worldwide, Germantown MD

Commercial Lines Account Manager - National Account Division

Nov 2012 - Oct 2014

● Rate new business & renewals with various companies, working with underwriters to secure pricing.

● Orders and issues binders, certificates, policies, endorsements and other related items; verify their accuracy; forwarding them to client with appropriate correspondence.

● Prepare accurate and precise applications for marketing account renewals.

● Analyze client needs, coverage forms and quotations.

● Prepare summaries of insurance, schedules.

SKILLS

Organizational Skills,

Customer Service, Detail

Oriented, Problem Solving,

Computer (Word & Excel)

AGENCY MANAGEMENT

SYSTEMS

AMS 360

Applied Systems – (TAM)

IMS

Nexure

EDUCATION

CISR (Certified Insurance

Service Representative)

Designation – The National

Alliance for Insurance

CLCS (Commercial Lines

Coverage Specialist)

Designation – The Hartford

School of Insurance

2005 – 2007: NASBP, William

J. Angell, S urety Bond

School, (Houston TX)

2005: M D P&C Producers

License

Feinman Insurance, Inc., R ockville, MD

Commerical Lines Account Manager

April 2012 - Nov 2012

● Serviced and provided customer service to insureds as stated above and below.

Insurance First, Inc., U rbana, MD P ersonal & Commercial Lines Account Manager / CSR

Oct 2010 - April 2012

● Make recommendations to prospects and current clients to update and enhance policy contracts.

● Perform all phases of new business, renewal and

remarket processing including preparation of

applications, negotiation with underwriters, obtaining quotes and creating proposals.

● I dentify and process coverage enhancement and cross- sales opportunities.

● Manage all aspects of the placement and service of Personal Lines for Clients in an automated and electronic work environment

● Provides risk management analysis utilizing new

business, renewal and claim reviews.

● Prepare ID Cards, evidence of property, binders, and obtain underwriter approval on endorsements.

● Monitors status of change requests and reviews policy documents for accuracy.

● Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system.

● Independently resolves client, carrier and/or vendor accounting issues, including; coverage questions,

collections, discrepancies, fee arrangements, billing controversies.

● Prepare and submit policy change requests to carriers via carrier website, verbal or electronic.

Early, Cassidy & Schilling, INc. Rockville, MD Surety Bond Account Manager

Oct 2010 - April 2012

● Underwriting preparations and submission of

Applications to insurance companies.

● Analyzed Financial Statement for placement of surety bonds.

● Daily management of Agency’s largest account.

● Issued Bid, Performance & Payment and Licensing Bonds.

● Responded to billing inquiries, preparing needed supporting documentation, and collections.

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