Experience

Arthur J. Gallagher & Co.

• 1 - 100 Employee

• Sr. Account Manager/Supervisor

  • 2010 - Present

  I currently performs the essential functions of the position, which include aiding Sales Executives, Account Executives and clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency. Providing technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations. Will occasionally accompanies Sales Executive/Account Executive on prospect and client meetings as requested by Sales Executive. Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies. Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence. Determines if direct or agency billing is appropriate and invoices accordingly. Prepares summaries of insurance, schedules and proposals for renewal processes in coordination with Sales Excecutive & Account Executive(s) according to agency procedures. Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier. Verifies policy and policy change information, facilitating corrections when necessary.



Brown and Brown Insurance

• Insurance
• 1 - 100 Employee

• Marketing Manager

  • 2003 - 2010

  Job duties closely related to the Sr. Account Manager, the only difference, my daily job responsiblility is not tied to a specific book of business. Job duties closely related to the Sr. Account Manager, the only difference, my daily job responsiblility is not tied to a specific book of business.



R.S. Hammerschlag & Company

• Senior Account Manager

  • 1998 - 2003

  Same as Arthur J. Gallagher. Same as Arthur J. Gallagher.