Account Manager

• Jun 2019 - Present

Account Manager

• Oct 2015 - Jun 2019

• Engaged in a niche market focused on same day and long-term transportation for couriers, independent contractors, freight brokers. • Insure various cargo delivery methods and storage options. • Handle 238 accounts generating a revenue of 4 Million dollars. • Work with specialty coverages including, contingent liability, occupational accident, freight brokering and freight forwarding. • EPIC and TAM experienced. • Engaged in a niche market focused on same day and long-term transportation for couriers, independent contractors, freight brokers. • Insure various cargo delivery methods and storage options. • Handle 238 accounts generating a revenue of 4 Million dollars. • Work with specialty coverages including, contingent liability, occupational accident, freight brokering and freight forwarding. • EPIC and TAM experienced.

Account Executive and Project Coordinator

• Mar 2010 - Dec 2014

Managed a book of business including arboristsc oil companies, general and sub-contractors, historical churches, schools, arborists and not for profit organizations. Rated on line and remarketed accounts. Handled business small to large. Instituted front end scanning and implemented a paperless environment. Obtained my Commercial Insurance Certificate (CIC) a continuing education program and a professional certification program. Managed a book of business including arboristsc oil companies, general and sub-contractors, historical churches, schools, arborists and not for profit organizations. Rated on line and remarketed accounts. Handled business small to large. Instituted front end scanning and implemented a paperless environment. Obtained my Commercial Insurance Certificate (CIC) a continuing education program and a professional certification program.

Commercial Lines Manager

• 2009 - 2010

Established workflow, prospected new clients resulting in a 50% growth in new business, represented the agency at the Hudson Valley Business Expo and Chamber, quoted new and renewal business on numerous insurance platforms. Established workflow, prospected new clients resulting in a 50% growth in new business, represented the agency at the Hudson Valley Business Expo and Chamber, quoted new and renewal business on numerous insurance platforms.

Account Executive/Project Manager

• 2003 - 2009

Handled a book of 11 municipalities; improved office efficiency by researching, selecting, integrating and training the staff in a new paperless system; Retained 95-98% of all clients in my tenure. Handled a book of 11 municipalities; improved office efficiency by researching, selecting, integrating and training the staff in a new paperless system; Retained 95-98% of all clients in my tenure.

Case Manager

• 2000 - 2003

Processed, from beginning to end short term disability claims. Handled the highest volume of new claims per company, consistently lead the team in company directed metrics Processed, from beginning to end short term disability claims. Handled the highest volume of new claims per company, consistently lead the team in company directed metrics

Senior Claims Representative

• 1991 - 2000

Served as a multi line dedicated insurance specialist for national and large commercial accounts. This included; auto, personal injury, bodily injury and first and third party property and casualty claims. Served as a multi line dedicated insurance specialist for national and large commercial accounts. This included; auto, personal injury, bodily injury and first and third party property and casualty claims.