Additional Comments: He is servicing a 2 mil BOB, working on large VIP accounts as well as smaller PL accounts, treating each account as if they were his only one. Some of his daily tasks include, taking claims calls, handling difficult calls and finding a resolution to the issue, Policy Review for missing coverages to recommend & protect his clients assets, negotiating for the best rates, great relationships with UWs, Risk Assessment and more. This is someone you want on your team, a mentor and PL expert!
Additional Comments: Exceptional ability to build relationships with all levels of a company. Some of his daily duties include, taking leads given to him and turning them into sales, quoting and negotiating with UW's for the best rates to ensure his clients are satisfied and properly protected. In addition he is accustomed to issuing certs of insurance, policy changes, binding policies, endorsements, and renewals. Prides himself on his high retention rate. Exceeded targets for 2023,
Goal: To learn and work with More Risks in a friendly and established brokerage. Building and maintaining relationships with her team is that is something very important to her.
Systems: POWERBROKER, EPIC APPLIED RATING, PROPRIETARY SOFTWARE, SHE PICKS UP VERY QUICKLY ON NEW DATABASES
Additional Comments: Outstanding negotiator and has a high success rate of obtaining the best rates for her clients. Her client retention is high, as she is a friendly and diligent Account Manger who goes to bat for her clients. She is looking to move into an Account Manager role, where she can service, upsell and cross sell to her clients. She an excellent rapport with her team, UW and clients, which has lead to many referrals and a high retention rate. She is an Exceptional Candidate and wonderful to work with
Goal: To continue to grow her book, maintain her reputation in the Industry as a leading Commercial Lines professional Cultivating strong relationships and implementing strategic sales initiatives, plus day to day CL service to her clients, swiftly and accurately.
Additional Comments: Currently working as a Commercial Lines Producer/Account Manager she would love to continue in her current role writing NB, while still servicing her BOB. Construction focused - She is knowledgeable and has an excellent retention rate. Her clients are everything to her. She is keen and passionate about her work and is searching for a long-term position with a brokerage that encourages diversity and inclusion. She would love to continue writing NB, while still servicing her BOB.
Goal: To grow into Commercial Role with the same company. She is a loyal individual who is looking to be mentored, and learn from the best in a supportive collaborative team environment.
Additional Comments: With her past experience in Claims, she worked on a queue, in a fast paced environment, deadline driven, where customer service and attention to detail was a high priority. She is currently utilizing some of her Claims knowledge in her new venture as a broker in CL/PL. She finds CL to be quite interesting, and is also interested in continuing in the PL field. She is extremely intelligent, articulates well, and has a strong understanding of CL service and sales with 99% retention rate. 🌟
Additional Comments: I really enjoyed interviewing this candidate, she is highly motivated, career focused and tech savvy. She can work as a team player or on her own with much ease.
Additional Comments: This candidate has so much enthusiasm as well as a great personality. He would be a great asset to any brokerage. He is a team player who can also work independently with much ease.
Additional Comments: He has many years of experience with Commercial Mid Market (approx $5-6m) Experienced in CGL, Comm Property Liability, E & O, D & O, Cyber, Product Warranty, Program such as Malpractice, Start Up, Social Workers , Chiro/RMT and Affinity
