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Account Manager Accounts Specialist

PROFESSIONAL SUMMARY

Account Manager in the Insurance Industry for over 20 years. My background includes a wealth of knowledge in areas such as Property and Casualty Insurance Coverages, Risk Analysis, Various Underwriting Programs, Statutory Compliance, Premium Financing, WC Claims Examiner, Payroll Audit, Accounting, Recommending Risk Management Techniques, Claims Review, and Account Receivables.

PROFESSIONAL SKILLS & COMPETENCIES

Insurance Underwriting NCCI guidelines Bureau Criticism Payroll Auditing Accounting/GAAP Collections Account Payables & Receivables Risk Management . Great Oral and Written Communication Interpersonal Leadership Analytical Computer Literate Problem-Solving Team Player

WORK HISTORY

Liberty Insurance Brokers, Account Manager – Ft Lauderdale FL including US 5/2020-Nov 2023 Role Context: Responsible as an Accounts Manager handling $2M in revenue on Condos, Construction, Manufacturing and Hospitality programs with a 92% retention in renewals. Achievements:

Providing proactive, personalized support to assigned high value clients on complex in-house Commercial lines clients.

Interfacing with Carriers, Prospects/Clients ensuring all parties receiving necessary information in timely manner.

Responsible for marketing and placement of Property & Casualty coverage on new and renewal accounts.

Managing client on renewal expiration, avoiding any lapse in coverage, and negotiating with carriers on behalf of clients, E & S included.

Cross-Selling initiatives and developing customer accounts, processing policies, endorsements, and audits. Including P & L. Directors

& Officers and Cyber policies

Meeting with Clients and Producers, introducing loss control, risk exposure analysis and recommending risk management techniques, including quarterly claims reviews.

Krauter & Company, Account Manager – New York, NY (Contract) : 10/2019 – 2/2020 Role Context: Responsible for handling Merger & Acquisitions accounts with various private equity firms and portfolio companies. Ensure that clients have continuous and proper coverage and provide advisory on options and alternatives. Achievements:

Conducted comprehensive reviews of lease agreements and contracts. Issued certificates of insurance for Borrowers.

Played a key role in guaranteeing continuous and appropriate insurance coverage for new clients. Provided expert guidance on available options and alternatives to meet specific needs.

Investors, and Landlords, ensuring compliance with legal requirements and mitigating risks.

Maintained and nurtured productive business relations with Clients, Producers, and Underwriters. Fostered a collaborative environment to enhance overall operational efficiency and client satisfaction. York’s Services, Loss Control Inspector – South Florida (Contract) 5/2019 – 10/2019 Role Context: Responsible for conducting interviews and inspections to reduce risk and potential losses for carrier. Achievements:

Executed thorough job hazard analyses and physical demands assessments, specifically focusing on the safety aspects related to structure, roofing, plumbing, exterior features, grading, AC systems, electrical components, and potential leaks. These assessments were instrumental in ensuring the overall safety of customers.

Conducting interviews and inspections, implementing strategies to effectively reduce risk and minimize losses for the company.

Demonstrated competence in time management, efficiently scheduling and conducting appointments to meet both carrier and customer needs.

Partap Bissoon CISR

$155M

$175M

Accounts Managed Collections

Career Achievements

Pembroke Pines, FL 33024

Ph: 646-***-****

Email: ad1za6@r.postjobfree.com

LinkedIn: https://www.linkedin.com/in/partap

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Patriot Underwriters, Account Specialist – Ft. Lauderdale, FL - Filed Bankruptcy 9/2011 – 12/2018 Role Context:

Brought on to support worker’s compensation Unit in resolving Payroll audit issues and collections. Oversaw accounting activities including A/R, reconciliation, & write-offs. Reporting to management on 30-60-90-day receivables.

Responsible for managing newly purchased Hospitality Captive Program worth $45M. Achievements:

Achieving a 300% increase in audit collections and significantly reducing receivables of over 60 days, implementing effective strategies to improve collections efforts and reducing outstanding receivables.

Strengthened relationships with key Carriers on Hospitality Program with Zurich, AIG, Scottsdale, Travelers, ProSight, Axis, & QBE.

Participated in Captive, Guarantee cost and Deductible programs. Bateman Gordon & Sands, Underwriting & Accounts Manager – Pompano Beach, FL (Partnership Sold) 9/2008 – 9/2009 Role Context: Provided financing options for clients and reviewed lender requirements to make sure we provided coverage as needed. Key accountability for placing and renewing corporate programs and providing coverage for project-specific placements for general contractors, trade contractors, and owners. Managed a $15M book of business. Achievements:

Worked with Finance Companies to provide Financing options for clients and reviewing lender requirement.

Prepared coverage comparison spreadsheets, Binder, Invoices and checking policies.

Ideated and developed marketing campaigns for construction programs. Advanced Underwriters, Accounts Manager – Hollywood, FL (Company Split) 11/2007 – 5/2008 Role Context: Responsible for the daily operations of payment processing, disbursement, and reconciliation of accounts. Managed daily activities and collaborated with underwriters to ensure accurate and timely outcomes. Managed a $15M book of business. Achievements:

Aided company president in establishing and maintaining client relationships on large line accounts.

Implemented database and tracking system to ensure that advisors had access to accurate data.

Planned various promotional events including open houses and finance seminars to create business opportunities. Frank Crystal Inc., Account Specialist – Miami, FL (Left due Non-Compete) 9/2006 – 9/2007 Role Context: Handled risk control and claims, including the following programs on civil, transit, highway, bridge, tunnel, industrial, and energy. Addressing challenges head-on to make sure clients’ work was completed successfully and on time. Achievements:

Handling a $15M Property and Casualty (P & C) book of business with a focus on Construction and Wrap-up Programs.

Directing the daily job activities of two account executives further emphasizes my leadership role and ability to manage a team.

Preparing submissions to the market, crafting proposals, policy binding, invoicing, premium financing, and policy review showing my comprehensive involvement in various aspects of the insurance process, from initial stages to ongoing management. AON Risk Services Inc., Accounts Manager – Miami, FL 11/2000 – 9/2006 Role Context: Collaborated with producers and other brokers to get the coverage that the client needed. Ensured delivery of competitive programs that met our clients’ business and risk management needs. Worked with markets for property and casualty clients, including builders’ risk, owners’ interest, and project-specific placements for contractors. Managed a $15M book of business. Achievements:

Managing a $15M Property and Casualty (P & C) book of business on diverse sectors such as Construction, Condo, Retail, Hospitality, and Wrap-up Programs

Successfully enrolling construction projects, including contractors and subcontractors, into Controlled Insurance Programs (CCIP and OCIP) and General Liability (GL) wrap-up programs demonstrating my knowledge in risk management.

Overseeing key accounts for prominent entities like Benihana, Duty Free America, World Fuel Services Organization, and Turnberry Associates for over 5 years highlights my sustained success in managing important client relationships EDUCATION & LICENSES

MCTS, Academy of South Florida

CISR, APA 91, Ins 21 National Insurance Institute

License FL – 220 Property & Casualty, 6-20 All Lines Adjuster TECHNOLOGY SKILLS

Proficient with database software: Network Infrastructures, Microsoft Professional Office, EPIC, AMS 360, TAM, Sagitta & Image-Right

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