Experience

Sinclair Risk & Financial Management

• United States
• Insurance
• 1 - 100 Employee

• Personal Lines Account Executive

  • Feb 2020 - Present



Orange Insurance Ceneter

• Personal Lines Account Manager

  • Aug 2015 - Feb 2020

  Orange CT



Granite Insurance Group

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Dec 2014 - Jul 2015

  East Berlin CT



Thomaston Insurance

• Licensed Insurance Agent

  • Oct 2013 - Dec 2014

  Licensed Agent • Quoting new business and remarking existing clients for Automobile and Homeowners Insurance • Provide coverage for specialty lines of Insurance such as Umbrella, Motorcycle, Watercraft and Excess Lines • Counseling clients with coverage questions, billing inquires • Processing endorsement changes and uploading payments • Assisting customers in the Claims handling process • Provide support for Commercial accounts by preparing Certificates of Insurance as… Show more Licensed Agent • Quoting new business and remarking existing clients for Automobile and Homeowners Insurance • Provide coverage for specialty lines of Insurance such as Umbrella, Motorcycle, Watercraft and Excess Lines • Counseling clients with coverage questions, billing inquires • Processing endorsement changes and uploading payments • Assisting customers in the Claims handling process • Provide support for Commercial accounts by preparing Certificates of Insurance as requested Show less



The Hartford

• United States
• Financial Services
• 700 & Above Employee

• Licensed Insurance Producer

  • Jul 2012 - Oct 2013

  Responsible for taking inbound calls in a fast paced call center environment from AARP members requesting insurance to meet their homeowners and automobile insurance needs. Providing quotations and counseling on insurance coverage’s. Applying and adhering to appropriate underwriting guidelines to determine customer eligibility while demonstrating an expertise in cross-selling products and services as they relate to customer needs. Working within established, measurable, call center metrics… Show more Responsible for taking inbound calls in a fast paced call center environment from AARP members requesting insurance to meet their homeowners and automobile insurance needs. Providing quotations and counseling on insurance coverage’s. Applying and adhering to appropriate underwriting guidelines to determine customer eligibility while demonstrating an expertise in cross-selling products and services as they relate to customer needs. Working within established, measurable, call center metrics to effectively analyze, assess customer inquiries and achieve sales goals. Show less



Allstate

• United States
• Insurance
• 700 & Above Employee

• Licensed Sales Producer

  • Jan 2012 - Jul 2012

  Prospecting and generating New Business Personal and Commercial Lines through leads and referrals, generating quotes, conducting policy reviews, processing endorsements and payments, Cross-selling existing customers with other Allstate and Expanded Market (Brokered) products.