Account Executive

Diana Shanley

**-** ****** ******, ********, NY *1385

Phone 718-***-**** Cell 917-***-****

Email *****.*******@*****.***

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SUMMARY: A dependable, detail-oriented insurance professional with over 20 years of diversified commercial insurance brokerage experience. Strong marketing, customer service, carrier and client relationship skills.

P & C LICENSED

ACCOUNT EXECUTIVE EXPERIENCE: Develop, implement and maintain insurance programs for clients. Place new and renewal business. Determine client’s market capability and pricing. Process binders, schedules, and proposals. Check and process new lines, renewals and endorsements. Data entry to record client/insurance company transactions. Types of accounts included but not limited to municipalities, parking garages, fashion designers, offices including doctors, urologists, attorneys, hospitals, marketing consulting firms, construction (minimal), real estate, special events, builders risk, bakeries, restaurants, plastics manufacturing, hair salons, pharmacies.

EMPLOYMENT SUMMARY

Hub International, Woodbury, NY Present

SENIOR ACCOUNT EXECUTIVE – Renewal/new business marketing. Review and propose quotes. Applications generated in Velocity and paperwork filed in appropriate folders in ImageRight system.

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RISK STRATEGIES COMPANY, Lake Success, NY 2007-2011

SENIOR ACCOUNT EXECUTIVE – Responsible for a diversified book of business of approximately 300 clients. Directed monthly marketing meetings. Procured new/renewal information from clients or producers including recommendation of additional coverages not included in insured’s portfolio i.e. Cyber Liability and D&O. Processed acords, and analyzed, negotiated and presented final quotes. Conducted account reviews to evaluate client coverage and limits as their businesses grew.

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THE RAMPART GROUP, Lake Success, NY 2003-2007

ACCOUNT EXECUTIVE - LARGE LINES DIVISION – Managed large commercial accounts. Responsible for immediate response to insured’s inquiries, processing change requests, audit disputes, and inspection appointments. Maintained database with client information and activity tracking. Annual client visits to obtain updated renewal information or present renewal proposals.

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Diana Shanley

Resume

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GRAMERCY BROKERAGE, Rego Park, NY 2002-2003

COMMERCIAL DEPARTMENT MANAGER - Managed commercial lines staff and maintained high-end accounts. Directed monthly renewal meetings to ensure that upcoming renewals were being marketed/renewed at the best possible terms, conditions and pricing. Responsible for interviewing & training new hires. Handled day to day operations of high volume accounts.

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S&M KLEIN COMPANY, Forest Hills, NY 1999-2002

COMMERCIAL DEPARTMENT MANAGER – Managed commercial lines staff. Processed, marketed and quoted wholesale division new business and maintained book of business for several large accounts.

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HONIG INSURANCE AGENCY, Brooklyn, NY 1990-1999

ACCOUNT EXECUTIVE – Serviced commercial accounts. Marketed new and renewal business. Prepared binders, schedules, certificates, audit, ID cards, and processed claims.

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RELEVANT SKILLS

• AMS 360, Sagitta, MS Office, Company Interface, Applied, ImageRight, Velocity

• ABLE TO MULT-TASK IN AN EFFICIENT MANNER

• FOLLOW THROUGH FROM BEGINNING TO END FOR ALL ITEMS NEEDED TO FINALIZE A CLIENT’S PROGRAM FROM SIGNED APPLICATIONS TO PREMIUM PAYMENTS

• DETAIL-ORIENTED AND THOROUGH

• EXCELLENT COMMUNICATION AND RELATIONSHIP SKILLS WITH CARRIERS AND CLIENTS WHICH LED TO 95% RETENTION RATE

CARRIER RELATIONSHIPS

ACE, CNA, Chartis, Chubb, Fireman’s Fund, GNY, Hartford, Hanover, Harleysville, Merchants Mutual, Peerless, Philadelphia, Progressive, Seneca, Travelers, Tower, Utica First, Utica National, Zurich, numerous wholesalers (AmWINS, RPS, CRC, ARC, NIF, Distinguished Programs, Program Brokerage) and Specialty Programs (Francis L. Dean & Associates, Brownyard, K&K, etc).

REFERENCES

Available upon request.

Contact this candidate