Personal lines Account Manager at REIS GROUP (2021-05 – Present)
- Managed a pipeline of sales opportunities, ensuring timely follow-up and accurate forecasting of revenue projections.
- Created customized proposals and presentations tailored to each client's specific needs and objectives.
- Resolved escalated customer complaints or issues promptly while ensuring high levels of professionalism.
- Managed a portfolio of personal insurance accounts, including renewals, endorsements, and new business.
Personal lines underwriter at KINGSTONE insurance co (2014-03 – 2021-04)
- Reviewed submitted homeowners, landlords, condos, personal umbrella and canine applications for approval.
- Reviewed inspections and send recommendation letters to the agent to follow up for completions.
- Created training manual for the personal lines underwriting assistants.
- Reviewed and verified accuracy of all underwriting data, ensuring compliance with company guidelines and industry regulations.
- Analyzed and evaluated insurance applications to determine the level of risk involved.
- Collaborated with agents or brokers to obtain additional information or clarify details on insurance applications.
- Participated in training sessions to enhance understanding of new products, processes, or technologies related to underwriting.
- Collaborated with sales teams to provide guidance on acceptable risks based on thorough evaluation criteria.
