Timothy Latimer, CPCU, CIC, AAI

Vice President at The Barclay Group
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Philadelphia
Languages
  • English -

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Credentials

  • Property, Casualty, Accident & Health or Sickness, and Life Insurance Producer
    New Jersey Department of Banking and Insurance
    Jul, 2014
    - Nov, 2024
  • Casualty and Allied Lines, Property and Allied Lines
    Pensylvania Department of Insurance
    Jan, 2019
    - Nov, 2024
  • Accredited Adviser in Insurance (AAI)
    The Institutes
  • Certified Insurance Counselors (CIC)
    The National Alliance for Insurance Education and Research
  • Chartered Property Casualty Underwriter (CPCU)
    The Institutes

Experience

  • The Barclay Group
    • United States
    • Insurance
    • 1 - 100 Employee
    • Vice President
      • Sep 2021 - Present

    • Commerical & Public Account Executive
      • Apr 2017 - Present

  • J.S. Braddock Agency
    • Insurance
    • 1 - 100 Employee
    • Vice President
      • Jan 2023 - Present

  • Selective Insurance
    • United States
    • Insurance
    • 700 & Above Employee
    • Underwriting Intern
      • Jun 2016 - Aug 2016

      Designed Account Rounding Spread Sheets for Underwriters and Agency Managers, Monitored Safety Management Recommendations, Reviewed Drivers Lists for Commercial Auto Policies, Studied and Presented on Cyber Liability Insurance to Senior Management Designed Account Rounding Spread Sheets for Underwriters and Agency Managers, Monitored Safety Management Recommendations, Reviewed Drivers Lists for Commercial Auto Policies, Studied and Presented on Cyber Liability Insurance to Senior Management

  • The Barclay Group
    • United States
    • Insurance
    • 1 - 100 Employee
    • Assistant Manager IT
      • Jun 2009 - Aug 2015

      Manage default Email box. Manage over 120 terminals; computers, phones, printers, etc. Assisted in managing and installing phone servers, Agency Manager Server (TAM), and document server (APRES). Manage default Email box. Manage over 120 terminals; computers, phones, printers, etc. Assisted in managing and installing phone servers, Agency Manager Server (TAM), and document server (APRES).

  • Raymond James
    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • May 2013 - Jun 2013

      Assisted with phone calls, mail, and filing. Watched trades being recorded and executed. Assisted with phone calls, mail, and filing. Watched trades being recorded and executed.

Education

  • Saint Joseph's University
    Bachelor’s Degree, Risk Management and Insurance & Finance
    2013 - 2017

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