Account Executive Insurance
Resume:
James F. Reed
Melville, NY *****
SUMMARY:
Over fifteen years of progressive experience within the industry specializing in the creation,
development and implementation of Executive Liability and Professional Liability Programs
for various industry segments. Developed senior market level business relationships within
the insurance industry.
WORK EXPERIENCE:
Zurich North America-Management Solutions Group October 2010 – January 2012
National Accounts Manager-Specialty E&O
New York, NY
• Underwrote and analyze security & privacy, professional liability national account risks
• Specialize in technology professional, network security and employed lawyers insurance products
• Increase the premium volume by over $3 million dollars with national accounts risks
• Develop senior relationships within key insurance broker partners
• Coordinate marketing strategies with the Specialty E&O Product offerings
• Lead and direct regional underwriters with national accounts new business initiatives
• Analyzed and recommend solutions for risk management programs
• Penetrated new line initiatives for the company
Beecher Carlson-Executive Liability Practice June 2009 – September 2010
Senior Vice President
New York, NY
• Provided Risk Management consulting on Executive Liability placements to Fortune 1000 companies
• Built complex multilayered towers on Corporate Directors and Officers Liability and Side A Coverage Programs
• Developed “best in class” coverage specifications for Management Liability, Professional Liability & other related insurance lines
• Devised external marketing materials highlighting Cyber Liability Coverage exposures
• Cultivated senior relationships within the insurance marketplace
• Formulated growth strategies within the healthcare and retail industry verticals
• Participated and lead new business initiatives in providing requests for proposal for prospects
• Analyzed and recommend solutions for risk management programs
Frank Crystal & Company-Commercial Insurance Services July 2000 – June 2009
Associate Director
New York, NY
• Managed a book of business of over 200 accounts
• Specialized in Management Liability, Professional Liability and other related coverage lines
• Supervised five employees regarding renewal strategies, market development and coverage overview
• Analyzed and recommend solutions for risk management programs
• Produced and penetrated new line initiatives for the firm
Senior Account Executive January 2005 – December 2006
• Maintained a book of business of over 175 accounts
• Specialized in Directors and Officers Liability and Professional Liability
• Supervised new employees regarding the companies’ policies and procedures
• Strategize marketing efforts and relationships within the insurance marketplace
• Developed insurance program critiques and insurance marketplace analysis
Account Executive June 2001 – December 2004
• Maintained a book of business comprised of Financial Services clients
• Specialized in Management Liability and Professional Liability coverage lines
• Trained new employees with insurance contracts and company procedures
• Cultivated and managed underwriter relationships within the marketplace
Associate Account Executive July 2000 – June 2001
• Assisted the Director of the Financial Services Department with the placement of coverage
• Refined knowledge of the financial services insurance products
• Tracked revenue reporting for the financial services practice
• Initiated underwriter relationships within the marketplace
Marsh, Inc. FINPRO September 1998 - July 2000
Technical Assistant
New York, NY
• Provided general service support for the brokers of the Financial Institutions Group
• Lead the Technical Assistant team for FINPRO
• Assured accurate policy issuance to the clients
EDUCATION:
Kean University, College of Arts and Sciences, Union, NJ Bachelor of Arts in History May 1998
OTHER:
• New York State Broker’s License No: BR-959716
• Member of the Professional Liability Underwriting Society
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