Experience

The Barclay Group

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Aug 2017 - Present

  • Active P&C License • Experience working in a brokerage/agency setting • Data Entry/Records Management • Experience maintaining client relationships • Ability to handle new and renewal submission • Experience quoting binding, issuing policies and account rounding • Experience working with multiple carriers and rating systems • Experience working in a team environment • Computer/system literate



Widerman & Company

• Personal & Small Business Ins. Account Executive

  • Aug 2014 - Aug 2017

  70 Tanner Street, Haddonfield, NJ 08033

• Personal Lines Ins. Account Executive

  • Feb 2005 - Aug 2014

  70 Tanner Street, Haddonfield, NJ 08033 • Active P&C License • Experience working in a brokerage/agency setting • Data Entry/Records Management • Experience maintaining client relationships • Ability to handle new and renewal submission • Experience quoting binding, issuing policies and account rounding • Experience working with multiple carriers and rating systems • Experience working in a team environment • Computer/system literate

• Receptionist

  • Nov 2003 - Feb 2005

  70 Tanner Street, Haddonfield, NJ 08033 • Excellent customer service skills • Professional appearance and demeanor • Greeted visitors and answered busy multi-line phone system; screened calls, and referred callers to appropriate personnel as necessary • Open, sort and distribute all incoming mail • Manage all aspects of the phone/voice mail system, including: - - Adding/deleting employees from the system - - Maintaining current list of phone extensions… Show more • Excellent customer service skills • Professional appearance and demeanor • Greeted visitors and answered busy multi-line phone system; screened calls, and referred callers to appropriate personnel as necessary • Open, sort and distribute all incoming mail • Manage all aspects of the phone/voice mail system, including: - - Adding/deleting employees from the system - - Maintaining current list of phone extensions, speed dial numbers, etc. - - Office closing announcements • Keeping track of and ordering postage • Arrange for overnight/priority mail pickups • Keep track of and order priority mail supplies • Handle word processing tasks as needed • Handle special or specific tasks or projects as needed



Cohen-Seltzer, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Receptionist

  • Aug 2000 - Nov 2003

  520 West Pennsylvania Avenue, Fort Washington, PA 19034 • Excellent customer service skills • Professional appearance and demeanor • Provided administrative support to managers and staff • Create client database management systems • Greeted visitors and answered multi-line phone system; screened calls, and referred callers to appropriate personnel as necessary • Picking up & dropping off mail at the Post Office • Open, sort and distribute all incoming mail • Manage all aspects of the phone/voice mail system • Maintain copy &… Show more • Excellent customer service skills • Professional appearance and demeanor • Provided administrative support to managers and staff • Create client database management systems • Greeted visitors and answered multi-line phone system; screened calls, and referred callers to appropriate personnel as necessary • Picking up & dropping off mail at the Post Office • Open, sort and distribute all incoming mail • Manage all aspects of the phone/voice mail system • Maintain copy & fax machines • Maintain the postage meter/machine in good working order • Arrange for overnight/priority mail pickups • Keep track of and order priority mail supplies (envelopes, etc.) • Ordered supplies and acted as primary point of contact with vendors Show less