Experience

M&T Insurance Agency

• United States
• Insurance
• 1 - 100 Employee

• Commercial Lines Account Manager III, VP

  • Feb 2022 - Present

• Commercial Lines Account Manager III, AVP

  • May 2018 - Present

  Senior Account Manager working with large Captive and traditional market accounts including transportation, real estate, manufacturing, construction, distributors. and education. Assisting with designing and implementing agency practices, Leadership, interviewing, mentoring, and training coworkers.



Key Insurance and Benefits Services

• Rochester, New York Area

• Commercial Lines Account Manager

  • Jun 2013 - May 2018

  Managing a book of business that includes Not-for-profit Organizations, Professional Services (Attorneys, Accountants) and Large Real Estate accounts. Managing a book of business that includes Not-for-profit Organizations, Professional Services (Attorneys, Accountants) and Large Real Estate accounts.



First Niagara Bank

• United States
• Financial Services
• 700 & Above Employee

• Loan Servicing - Flood Specialist

  • Nov 2004 - Jun 2013

  Evaluated flood and homeowners insurance for bank and federal compliance. Reviewed flood determinations, property coordinates and risks. Assisted with escrow and taxes on residential loans. Trained new employees and mentored existing employees. Handled mid-high level customer resolutions. Evaluated flood and homeowners insurance for bank and federal compliance. Reviewed flood determinations, property coordinates and risks. Assisted with escrow and taxes on residential loans. Trained new employees and mentored existing employees. Handled mid-high level customer resolutions.