Insurance Account Executive/CSR

ARLENE STEIN

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

Jackson, New Jersey 08527

******.*****@*****.*** 732-***-****

SUMMARY OF QUALIFICATIONS

Account executive/Customer Service Representative with over 9 years experience in Commercial Lines Insurance; specializing in public transportation, commercial automobile insurance, but also handled other types of insurance. Outstanding leadership and training ability, superb customer service, communication and problem solving skills and being able to establish rapport and credibility with underwriters, clients, and co-workers helped enhance company profitability. Detail and goal oriented, strong sense of loyalty: able to work alone or as part of a team. Lines of business include General, Professional and XS Liability accounts, as well as Workers’ Compensation, Garage Keepers, and Para Transit.

PROFESSIONAL EXPERIENCE

2003- 2007

Account Executive

Hub International Northeast Limited, Berkeley Heights, NJ

(Formerly Sondheim & Laughlin Inc.)

· Managed three million dollar book of business.

· Oversaw and marketed direction of over three hundred new and renewal accounts

· Designated specialist in public transportation/commercial automobile.

· Directed customer service, rating, quotations and billing of new and renewal accounts

· Communicated extensively with clients and insurance company underwriters.

· Contacted underwriters and submitted forms to obtain binder coverage, fulfilling policy requirements.

· Managed the processing of endorsements, binders, Certificates of Insurance, ID cards, invoices and finance agreements.

· Kept and updated records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken

· Customized insurance policies to suit individual customers, often covering a variety of risks.

· Conferred with clients to obtain and provide information when claims were made on the policy.

1998- 2003

Customer Service Representative

Specialty Insurance Agency/Security Indemnity Insurance Company, Neptune, NJ

· Reviewed and approved applications for Commercial Auto, including taxis, limos, trucking and contractors and also hospitality accounts.

· Organized and managed files with dates for all pertinent information to keep the policy in force.

· Requested and followed up on all necessary information needed from insurance agencies and sent out cancellation and reinstatement as needed.

· Ordered and checked Motor Vehicle reports and CLUE reports, kept records and did billing for reinsurance.

· Handled calls from clients, agents, finance companies, reinsurance companies etc.

· Assisted Underwriter in renewal and binding of policies.

Manager

Tupperware Home Parties

· Recruited and trained new consultants, teaching them how to schedule and date parties and build sales, selling to and servicing customers, catering to their wants and needs.

· Trained other managers and co-workers at business meetings

· Responsible for keeping performance data on all my consultants

· Dated and held parties, did weekly reports, invoicing, customer orders and collected money.

· Participated in business conventions on a local and national level and attended numerous seminars.

PROFESSIONAL SKILLS

Sagitta and AFW computer systems. Microsoft Word, Excel and Outlook

EDUCATION / LICENSES

Insurance Licensed in Property, Casualty & Health

Took College Courses at: Fairleigh Dickenson University, Madison, New Jersey

Newark State Teachers College (Kean University), Union, New Jersey

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