Additional Comments: She has a deep knowledge of surety underwriting procedures and broker authority to issue bonds without additional approval when appropriate; she brings both efficiency and expertise, as the role involves a high level of attention to detail to prevent declines and costly errors. She gets to know her clients to understand their personalities and businesses so she can flawlessly service their accounts and have educated discussions with them. OUTSTANDING CANDIDATE
Additional Comments: Highly organized with a keen eye for detail, capable of de-escalating challenging situations and providing exceptional client support. Experienced in invoicing, processing payments, and navigating multiple channels to ensure slips and invoices are handled efficiently — including hands-on experience processing invoices independently. Trusted for reliability, thoroughness, and excellence in service delivery.
Goal: To work in a stable brokerage with less turnover, where she can grow LONG TERM as a professional in an industry she loves with a brokerage she loves and shares same values on customer service
Additional Comments: Adaptable, dependable, and team-oriented. Manages her own book and the manager’s book seamlessly, while supporting her team wherever needed. Respected by clients and colleagues alike, seeking a positive, stable environment to continue her growth.
Additional Comments: Skilled in de-escalating situations, and managing change. She excels in creating, executing, and implementing new systems, flows, and processes, taking full accountability for both her work and her team's. She ensures clients and colleagues are always treated with integrity and respect. Loves to servicing a portfolio while managing smaller teams of up to 10. A positive leader who turns strategy into results—your next indispensable asset!
Additional Comments: She manages the full renewal cycle, coordinating with UW's and completing accurate policy comparisons. She goes to market, evaluates options, finalizes quotes, and oversees binding and issuance. She also handles endorsements, certificates, invoicing, and payment follow-ups with accuracy and professionalism. She is known for resolving client issues with patience and thorough follow-up, contributing to strong retention. She has great relationships with her UW and team. STAR!
Additional Comments: She has experience on a queue, making her highly skilled in handling multiple priorities and high-volume calls and emails. She is currently servicing a book up to 1M in Prem in all areas of Personal Lines. She was considered the go-to for her team on how to handle difficult situations and de-escalations, and she had a keen eye for detail for any discrepancies.
Additional Comments: Builds and maintains strong relationships with underwriters, approaching every interaction with professionalism and empathy. Committed to securing the best possible rates for clients, analyzing files for potential losses, and proactively identifying opportunities for additional coverage to her producer. Known for exceptional customer service, attention to detail, and a collaborative approach that supports both clients and the producer. Servicing 400k book with meticulous attention to detail.
Additional Comments: She is a standout broker: here is why she fits the bill—smart risk analysis, unmatched service, and understanding client needs—she’s the broker every business owner wants managing their accounts and making suggestions on how to stay protected and save.
