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: A highly technical and dependable professional. She manages everything from new client onboarding to cross-selling, upselling, negotiations, and securing the best possible rates. She maintains strong relationships with underwriters, working closely with them and engaging in regular industry events. Personable, reliable, and detail-oriented — hand her a book, and she can service it independently and exceptionally.
Additional Comments: Has experience in other verticals as well including Real Estate, manufacturing, retail and Hospitality in managing large corporate clients with annual insurance premiums ranging from $200k to $1M+
Additional Comments: Exceptional track record in New Business Development across small to mid-market accounts, Farms, Commercial Auto, Fleets, Garage
Auto, Marine, Property, Hospitality, Rented Dwellings, Cyber, Manufacturing, Retailers, Wholesalers & Distributors, Product Recall, Contractors, Builders Risk, Wrap up, Consultants, Professional E&O and D&O Liabilities, Umbrella, and Surety Bonds.
