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Crystal Session
East Brunswick, NJ 08816
crystal.session@yahoo.com - 609-819-2146
SKILLS
 Customer Service
 Human Resources – Onboarding,
Performance Evaluation
 Microsoft Product
 Leadership
 Insurance
 Troubleshooting
 Training
 Sales and Marketing
 Collaborate with business partners
to identify needs and address
learning opportunities
WORK EXPERIENCE
Commercial Lines Account Manager
Wahve - East Brunswick, NJ - August 2014 to Present
 Converting data from Ensure to Sagitta
 Policy Checking - Account and premium sizes vary
 Handle multiple lines of business including Package, Professional Liability, Workers Compensation, Aviation and lines of business that you
would normally write for your main street business.
Client Service Associate
Dickstein Associates Agency - Tinton Falls, NJ - May 2014 to July 2014
 Ensure client has continuous and proper coverage and advise client of any change recommendations
 Responsible for Producer workflows if applicable, such as computer inputting and general policy servicing.
 Review current policies and provide recommendations regarding placement options. Utilize coverage checklist and a network of industry
contacts to determine appropriate coverage and premiums
 Rounding out and cross selling book of business to personal lines and health clients
 Apply knowledge of coverage and forms to research and reconcile discrepancies
 Participate in the development of new business and retention of renewal business. Interact with producers to prepare specifications,
applications, underwriting data and related information in the marketing of insurance products
 Produce business proposals and assist producer in delivery of proposal
Director of Property and Casualty
The Alamo Insurance Group - March 2013 to July 2013
 Client Service management for several Public Entity accounts
 Commercial Lines Marketing - All industry types
 Responsible for the installation and training of existing employees of a new agency management system
 Responsible for the development and growth of Commercial Lines private sector
 Managed carrier relationships
 Collaborated with Employee Benefits Account Executives in developing and maintaining private sector accounts
 Handle all post service activity for Commercial Lines Accounts.
 Maintains and applies an advanced knowledge of the book of business, current state rules, regulations, forms, processes, systems and rate
changes for products. Stays current on changes to policies, processes, and procedures
 Act as a resource to employees that have limited experience in the Commercial Lines segment. This is accomplished by client visits,
answering questions, reviewing applications, putting together service agreement including pricing.
 Develop Standard Operating procedures.
Willis of New Jersey Inc.
Commercial Lines Account Executive
Regional Corporate Trainer
Senior Account Manager, Underwriter and Assistant Operations Manager
Commercial Lines Business Unit - Cranford, NJ - October 2001 to March 2011
 This position reports to the senior vice president of a Commercial Lines Business Unit. Responsibilities included analyzing accounts that do
not meet company guild lines Servicing multiple types of accounts ranging from $100.00 to $5,000 in revenue
 Lines of business handled - GENERAL LIABILITY, PROPERTY, AVIATION, POLLUTION, VARIOUS TYPES OF PROFESSIONAL
LIABILITYAND DIRECTORS AND LIABILITY, BOP, WC, EXCESS LIABILITYAND UMBRELLAS AND BUSINESS AUTO
 Industry types varied; Main street type business such as bakeries, restaurants and large and small contractors, public entity and
transportation
 Evaluate books of business and/or lines of business that are not profitability
 Liaison between the Sales, Service, Accounting and IT department.
 Develop marketing plan for existing and new sales force
 Worked closely with the New Jersey Department of insurance regarding corporate licensing, internet marketing plans. Investigated any
complaints received from the NJDI and responded accordingly
 Maintained carrier relationships.
 Communicated any changes to sales and service compliance controls by constant management of service personnel
 Determine appropriate premium levels and coverages for commercial package and umbrella policies based on fixed rates and individual risk
characteristics
 Oversight and development of curriculum and content for leadership and agency management programs in the Northeast Region
 Collaborate with business partners to identify needs and address learning opportunities
 Conduct benchmarking and online research to identify best in class approaches to leadership development, and identify potential new
programs and vendor partners
 Identify external partners for training content and delivery; handled creation of statements of work and negotiation terms of agreement
 Consolidate our surplus lines business with a few select excess broker. I also sold or resigned from accounts that were not profitable.
 Lines of business handled - General Liability, property, aviation, pollution, various types of professional liability and Directors and Liability,
BOP, WC, excess Liability and umbrellas and business auto
 Industry types varied; Main street type business such as bakeries, restaurants and large and small contractors, public entity and
transportation
Client Service Associate
Fraser Brothers Inc. - Edison, NJ - July 2000 to October 2001
 Serviced a small book of business, approximately 250 accounts Revenue sizes all under $10,000. Handled all new business, claims, renewal
and client visits as required.
Commercial Lines Manager
Pavese McCormick Inc. - Monmouth Junction, NJ - September 1995 to October 2000
 Provided Customer Service for a Select Customer Service Representative
 Solely responsible for all staff training needs
 Liaison between the Service team and Accounting department
 Promoted from Client Service Associate to Commercial Lines Management within 6 months of hire
Commercial Lines Account Manager
American Insurance Services - June 1995 to September 1995
 Serviced a small book of business, approximately 250 accounts Revenue sizes all under $10,000. Handled all new business, claims, renewal
and client visits as required.
Assistant and Commercial Lines Account
Feller & Feist - September 1985 to September 1995
 Clerical Assistant for both the Real Estate and Insurance departments
 Promoted to the Insurance Commercial Lines department as a Service Representative
 Handled accounts ranging in revenue size of $5,000 to $25,000
Software Skills:
 Power Point
 Word
 Excel
 Sagitta
 AMS 360
 Applied- Tam 11.1
EDUCATION
 New Brunswick High School, New Brunswick, NJ 08901
 Graduated 1985
www.linkedin.com/in/crystalsession

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Crystal-Session [235999]

  • 1. Crystal Session East Brunswick, NJ 08816 crystal.session@yahoo.com - 609-819-2146 SKILLS  Customer Service  Human Resources – Onboarding, Performance Evaluation  Microsoft Product  Leadership  Insurance  Troubleshooting  Training  Sales and Marketing  Collaborate with business partners to identify needs and address learning opportunities WORK EXPERIENCE Commercial Lines Account Manager Wahve - East Brunswick, NJ - August 2014 to Present  Converting data from Ensure to Sagitta  Policy Checking - Account and premium sizes vary  Handle multiple lines of business including Package, Professional Liability, Workers Compensation, Aviation and lines of business that you would normally write for your main street business. Client Service Associate Dickstein Associates Agency - Tinton Falls, NJ - May 2014 to July 2014  Ensure client has continuous and proper coverage and advise client of any change recommendations  Responsible for Producer workflows if applicable, such as computer inputting and general policy servicing.  Review current policies and provide recommendations regarding placement options. Utilize coverage checklist and a network of industry contacts to determine appropriate coverage and premiums  Rounding out and cross selling book of business to personal lines and health clients  Apply knowledge of coverage and forms to research and reconcile discrepancies  Participate in the development of new business and retention of renewal business. Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products  Produce business proposals and assist producer in delivery of proposal Director of Property and Casualty The Alamo Insurance Group - March 2013 to July 2013  Client Service management for several Public Entity accounts  Commercial Lines Marketing - All industry types  Responsible for the installation and training of existing employees of a new agency management system  Responsible for the development and growth of Commercial Lines private sector  Managed carrier relationships  Collaborated with Employee Benefits Account Executives in developing and maintaining private sector accounts  Handle all post service activity for Commercial Lines Accounts.  Maintains and applies an advanced knowledge of the book of business, current state rules, regulations, forms, processes, systems and rate changes for products. Stays current on changes to policies, processes, and procedures  Act as a resource to employees that have limited experience in the Commercial Lines segment. This is accomplished by client visits, answering questions, reviewing applications, putting together service agreement including pricing.  Develop Standard Operating procedures.
  • 2. Willis of New Jersey Inc. Commercial Lines Account Executive Regional Corporate Trainer Senior Account Manager, Underwriter and Assistant Operations Manager Commercial Lines Business Unit - Cranford, NJ - October 2001 to March 2011  This position reports to the senior vice president of a Commercial Lines Business Unit. Responsibilities included analyzing accounts that do not meet company guild lines Servicing multiple types of accounts ranging from $100.00 to $5,000 in revenue  Lines of business handled - GENERAL LIABILITY, PROPERTY, AVIATION, POLLUTION, VARIOUS TYPES OF PROFESSIONAL LIABILITYAND DIRECTORS AND LIABILITY, BOP, WC, EXCESS LIABILITYAND UMBRELLAS AND BUSINESS AUTO  Industry types varied; Main street type business such as bakeries, restaurants and large and small contractors, public entity and transportation  Evaluate books of business and/or lines of business that are not profitability  Liaison between the Sales, Service, Accounting and IT department.  Develop marketing plan for existing and new sales force  Worked closely with the New Jersey Department of insurance regarding corporate licensing, internet marketing plans. Investigated any complaints received from the NJDI and responded accordingly  Maintained carrier relationships.  Communicated any changes to sales and service compliance controls by constant management of service personnel  Determine appropriate premium levels and coverages for commercial package and umbrella policies based on fixed rates and individual risk characteristics  Oversight and development of curriculum and content for leadership and agency management programs in the Northeast Region  Collaborate with business partners to identify needs and address learning opportunities  Conduct benchmarking and online research to identify best in class approaches to leadership development, and identify potential new programs and vendor partners  Identify external partners for training content and delivery; handled creation of statements of work and negotiation terms of agreement  Consolidate our surplus lines business with a few select excess broker. I also sold or resigned from accounts that were not profitable.  Lines of business handled - General Liability, property, aviation, pollution, various types of professional liability and Directors and Liability, BOP, WC, excess Liability and umbrellas and business auto  Industry types varied; Main street type business such as bakeries, restaurants and large and small contractors, public entity and transportation Client Service Associate Fraser Brothers Inc. - Edison, NJ - July 2000 to October 2001  Serviced a small book of business, approximately 250 accounts Revenue sizes all under $10,000. Handled all new business, claims, renewal and client visits as required. Commercial Lines Manager Pavese McCormick Inc. - Monmouth Junction, NJ - September 1995 to October 2000  Provided Customer Service for a Select Customer Service Representative  Solely responsible for all staff training needs  Liaison between the Service team and Accounting department  Promoted from Client Service Associate to Commercial Lines Management within 6 months of hire Commercial Lines Account Manager American Insurance Services - June 1995 to September 1995  Serviced a small book of business, approximately 250 accounts Revenue sizes all under $10,000. Handled all new business, claims, renewal and client visits as required. Assistant and Commercial Lines Account Feller & Feist - September 1985 to September 1995  Clerical Assistant for both the Real Estate and Insurance departments  Promoted to the Insurance Commercial Lines department as a Service Representative  Handled accounts ranging in revenue size of $5,000 to $25,000
  • 3. Software Skills:  Power Point  Word  Excel  Sagitta  AMS 360  Applied- Tam 11.1 EDUCATION  New Brunswick High School, New Brunswick, NJ 08901  Graduated 1985 www.linkedin.com/in/crystalsession