Experience

Select Insurance Agency

• Insurance
• 1 - 100 Employee

• Senior Account Manager

  • Jan 2022 - Apr 2022

  Scarsdale, New York, United States



DC Ranieri Insurance Agency

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Mar 2021 - Dec 2021

  Yonkers, New York, United States



Select Insurance Agency

• Insurance
• 1 - 100 Employee

• Account Executive

  • Apr 2016 - Mar 2020

  Scarsdale, New York



Hugh Wood Inc. (HWI)

• United States
• Insurance
• 1 - 100 Employee

• Commercial Lines CSR

  • Sep 2015 - Jan 2016

  Greater New York City Area • Commercial Lines coverages: General Liability, Umbrella, Business Auto, Workers Comp, Excess • Carriers: Chubb, Hartford, CNA, Travelers, AIG, AmTrust, Utica National, Philadelphia • Serviced renewals, proposals, binders, audits, endorsements, cancellation, schedule of Insurance and reinstatements for new and renewal submissions • Quoted new and renewal submissions for the best coverage available with various Carriers • Checked quotes, binders, policies for accuracy of rates and… Show more • Commercial Lines coverages: General Liability, Umbrella, Business Auto, Workers Comp, Excess • Carriers: Chubb, Hartford, CNA, Travelers, AIG, AmTrust, Utica National, Philadelphia • Serviced renewals, proposals, binders, audits, endorsements, cancellation, schedule of Insurance and reinstatements for new and renewal submissions • Quoted new and renewal submissions for the best coverage available with various Carriers • Checked quotes, binders, policies for accuracy of rates and coverages • Negotiated coverage options between policyholder and Carrier • Communicated changes or adjustments in policy • Issued certificates of insurance and evidence of property; Auto ID Cards and loss runs • Prepared renewal packets and supplemental applications • Entered policy data into client management system Show less



Willis Re

• United Kingdom
• Insurance
• 300 - 400 Employee

• Customer Service Specialist

  • Apr 2015 - Jun 2015

  Greater New York City Area • Invoiced renewals, audits, and endorsements for various lines of business using Applied EPIC • Issued certificates of insurance, evidence of property and Auto ID Cards for commercial policy’s • Inputted Acord applications in Applied EPIC and revised schedules of insurance



Allan M Block Agency Inc

• United States
• Computer and Network Security

• Commercial Lines CSR

  • Jul 2014 - Apr 2015

  Tarrytown, Westchester, New York • Processed renewals, audits, endorsements, cancellation, reinstatements for various lines of business • Issued certificates of insurance, evidence of property and auto ID cards • Prepared renewal packets, schedule of insurance and supplemental applications as directed by Account Manager



RELIANCE INSURANCE AGENCY INC

• Insurance
• 1 - 100 Employee

• Technical Assistant

  • Feb 2014 - Jul 2014

  Astoria, New York • Issued certificates of insurance and evidence of insurance • Processed incoming and outgoing mail (policies, endorsements, correspondence) • Issued auto ID cards at renewal and when vehicle changes were made



Access Technology Staffing, Inc.

• Tax Associate

  • Nov 2013 - Feb 2014

  Eastchester, Westchester, New York • Reconciled bank accounts, prepared year-end figures and financial statements for tax clients • Imported QuickBooks data into tax program and finalized Individual tax returns



PD Accounting Services

• Tax Associate

  • Jan 2000 - May 2013

  Bronx • Prepared individual tax returns for personal taxpayers • Reviewed federal and multi-state individual tax returns, including prior years • Reconciled various banking transactions on a monthly basis • Processed payroll time sheets and accounts payable