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US-Illinois-Chicago South
10+ yrs
No
Yes
Assistant Vice President
To obtain a position which will offer personal
growth, responsibility and the opportunity for advancement.
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dro-Electric and
Co-Generation Plants, Not-for-Profits and Manufacturing; Cross Selling
responsibilities for Employee Benefits, Personal Lines, and Financial
Planning; account rounding; commission retention; insurance company
relationships; new business and account retention reports; client
service plans; coordination of audit, claims and loss control services;
marketing responsibilities for five accounts with revenue excess of
$100,000; resource to marketing team and technical staff; special
projects; reported directly to the Executive Vice President.
Senior Account Manager/Account Executive (April 2001 - April 2003) Responsibilities included: Non-producing Account Executive for renewal
book of business (Domestic and Foreign, Private and Public Entities);
supervision of marketing and technical staff; account rounding;
commission retention; insurance company relationships; new business and
renewal retention reports; new and renewal marketing responsibilities
as needed; reported directly to the Vice President.
Account Manager/Account Executive (March 1999 – April 2001) Responsibilities included: Full responsibility for new and renewal
book of business consisting of a variety of accounts including Law
Firms, Medical Practices, Real Estate, Temporary Staffing Firms, and
Manufacturers; also Marketing Responsibilities for the Vice President’s
key accounts including Roofers, Asbestos Abatement Contractors,
Mechanical Contractors and Printers; primary Client contact, and
responsibility for Market Relationships. Lines of Business include:
Package, Flood (DIC and NFIP), Earthquake, Builders Risk, Real Estate
and Property Managers and Other E&O/Professional Liability,
Crime/Employee Dishonesty, Liability (General and Umbrella),
Automobile, Liquor Liability, Directors and Officers, Fiduciary,
Employment Practices Liability, Workplace Violence, Internet Liability,
Environmental
Account Manager-Commercial Accounts Department
Thilman & Filippini, Chicago, IL
September 1997-March 1999
Responsibilities included: Managing a Real Estate book of business
consisting of Thilman & Filippini’s six largest accounts and their
related Limited Partnerships; including marketing and servicing of all
lines of coverage working directly with the company owner, and one
Account Executive; direct client contact. Lines of Business serviced
include: Property/Boiler & Machinery (including layered programs),
Flood (NFIP and DIC), Earthquake, Builders Risk, Property Managers
Professional Liability/Real Estate E&O, Crime/Employee Dishonesty,
Liability (General and Umbrella), Garage/Garage keepers, Automobile,
Liquor Liability, Directors and Officers, Fiduciary, Architects
Professional Liability and Health Care Professional Liability.
J&H Marsh & McLennan, Chicago, IL
March 1993 – September 1997
Senior Technical Assistant – Global Brokerage Services (May 1995 – September 1997) Responsibilities included: Support Brokers and Senior Brokers in
domestic and international property, casualty, and inland/ocean marine
for over 25 risk management clients including independently
renew/remarket small policies, developing client specifications,
preparing executive summaries, coordination and transmittal of
submission to insurance carriers; prepare and transmit Binders and
Advices of Insurance; direct contact with foreign correspondents
worldwide; check and transmit Insurance Policies and value
spreadsheets; prepare and transmit Certificates of Insurance and
invoices (as needed); administer surplus lines placements; train staff
on J&H systems; problem resolution; and special projects.
Technical Assistant – Property Loss Control (March 1993 – May 1995) Responsibilities included: Administer and distribute underwriter loss
prevention engineering reports; administer proprietary Property
Information Management System; establish and maintain databases;
transmit correspondence under own signature; team based problem solving
with internal and external clients; research new software packages;
prepare presentation material; support AVP and Consultant as necessary.
TECHNICAL SKILLS: IBM P/C: AMS Systems (including AfW, PS4,
Pathfinder and Sagitta), Applied Systems (TAM), Ecopy imaging software,
Microsoft Office (including Word, Excel, Power Point, Outlook and
Schedule+), Internet Browser, All versions of Windows, Lotus Smart
Suite (including Ami Pro, Lotus 1-2-3, Freelance Graphics, Lotus Notes
and Lotus Organizer), Goldmine prospecting software.
EDUCATION:
Insurance Producers Licenses
- Property and Casualty (1994)
- Life and Health (2003)
Certified Insurance Counselor (CIC) 2000
Certified Risk Manager (CRM) Candidate since 2003
-Successfully Completed 3 parts of 5
-Financing of Risk, Analysis of Risk, Practices of Risk Management
Chartered Property Casualty Underwriter (CPCU) Candidate Since 1998
-Successfully Completed 3 parts of 8 (new program)
-Foundations, Liability, and RM, Insurance & Financial Planning
Certificate of General Insurance (1994)
Insurance School of Chicago - 1993 to present
Moraine Valley Community College - September 1985-September 1988
-Associate Degree in Liberal Arts
-Associate Degree in Applied Science
-Grade Point Average: 3.85
CONTINUING EDUCATION including:
Supervisors and Managers Training
Business Writing
Liability and Intellectual Property
Conflict Management
Basic Property Conservation
Business Interruption
Environmental Liability
Personal Lines
Mergers and Acquisitions
Directors & Officers
Business Continuation Planning
Fiduciary Liability
Insurance Law
Contract Review
Question and Active Listening
Goal Setting
Employment Practices
Employee Dishonesty
Team Based Problem Solving
Agency Management
Workplace Violence
REFERENCES: Available upon request.
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