Experience

Hartzell Insurance Associates, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Commercial Account Manager

  • Jan 2021 - 3 years

  Pennsylvania, United States Delivering experience, empathy and the tools businesses need to navigate through a challenging economy.



CBIZ Borden Perlman

• United States
• Insurance
• 1 - 100 Employee

• Commercial Lines Account Exec

  • Aug 1996 - Jan 2020

  Team leader - Commercial Insurance and Risk Management Planning. Team maintained 94% retention of book while driving cross-sale growth by 4%. Designed and executed winning closing strategies. Led overall service and operational standards for team, including Renewal Calendar, Binding Checklist and E&O prevention initiatives. Directed the coordination of loss control, risk management and exposure analysis services. Developed and maintained community relationships by networking in… Show more Team leader - Commercial Insurance and Risk Management Planning. Team maintained 94% retention of book while driving cross-sale growth by 4%. Designed and executed winning closing strategies. Led overall service and operational standards for team, including Renewal Calendar, Binding Checklist and E&O prevention initiatives. Directed the coordination of loss control, risk management and exposure analysis services. Developed and maintained community relationships by networking in multiple chambers of commerce. Show less



Johnson Kendall Johnson

• United States
• Insurance
• 1 - 100 Employee

• Commercial Insurance Associate

  • 1989 - 1994

  Newtown, Pennsylvania Identified coverage deficiencies and anticipated future needs. Client liaison to negotiate optimal insurance programs. Developed coverage proposals and presentations. Guided clients by discovering issues and acting at an experience level that fostered trust and resulted in 84% retention over five years.



Walter B Howe Insurance

• Personal Lines Account Manager

  • 1988 - 1989

  Princeton NJ Personal Insurance Department



New Jersey Manufacturers Insurance Company

• Customer Service

  • 1984 - 1988

  Sullivan Way, West Trenton NJ Provide direct insurance service for personal lines clients