Additional Comments: This is a young hungry candidate looking for growth. He has worked on large complex accounts and is ready to work on his own accounts independently
Additional Comments: This candidate has a strong foundation in insurance operations and a keen interest in commercial. Detail-oriented, dependable, and proactive in supporting clients. Skilled in managing administrative tasks, reviewing policy documents, and handling policy changes with accuracy and efficiency. Eager to grow within the industry and bring value to a high-performing team.
Additional Comments: She gets the leads and goes to work, securing the relationship and trust to close the sale.
Core Skills: Homeowners & Auto Insurance Bundles, including VIP and High Net Worth
Personal Liability & Umbrella Policies, Risk Assessment & Needs Analysis
Client Relationship Management & Advocacy
With her friendly & knowledgeable approach to sales, she closes the deals, and sets the bar for client relationships
This an inside broker you want to meet, to see personally the value she brings with her
Additional Comments: Skilled in renewals, quoting, invoicing, billing, cancellations, endorsements, and account analysis, with a focus on retention, upselling, and cross-selling. Maintains close communication with clients to anticipate changes in properties, assets, or drivers, ensuring proper coverage and competitive pricing through remarketing when needed. Experienced in quoting new business (typically for producers) and negotiating with underwriters, leveraging excellent relationships and strong listening skills.
Additional Comments: Building strong client relationships, listening to her clients, finding the right coverage for their needs, and keeping them informed every step of the way is her strong suit. Her focus is always on creating a positive experience, whether it’s smoothing out a renewal, solving an issue quickly, or helping clients.She is an A-to-Z PL service-focused and driven professional
Additional Comments: She builds strong client relationships, listening to her clients, finding the right coverage for their needs, and keeping them informed every step of the way is her strong suit. Her focus is always on creating a positive experience, whether it’s smoothing out a renewal, solving an issue quickly, or helping clients. She is an A-to-Z PL service-focused and driven professional. You need to meet her to experience yourselves the calm, patient, and customer-focused AM she is.
