Senior Account Manager, Property & Casualty
It’s always a good feeling to solve a problem, so I love when I can help one of our clients resolve an issue – whether it’s understanding how a certain coverage works, finalizing a contract negotiation, or anything else that comes up. And it’s always nice to take the time to have face time with our clients.
Usually, I describe my job as negotiating the property and casualty insurance programs for our clients. I generally talk about the type of coverages we deal with and how we represent our clients.
My morning ritual is pretty simple – I get up, get ready, and pack my coffee thermos, breakfast and lunch and head to the train to go to work. In the summertime, I like to do a quick yoga routine before getting ready for the day.
I like to get in early so I have time to catch up on emails and read through any articles I’ve flagged recently. Some days I’ll have meetings or client open items calls. If I don’t have any meetings/calls in the morning, I’m generally catching up on reviewing contracts, making carrier calls, or working on smaller projects or answering client requests.
I try to pack lunch but more often than not I end up in our building cafeteria. Today and a handful of times a month, I’m out to lunch with carriers or clients.
Usually, I’ll have a few meetings throughout the week in the afternoon – team meetings, project meetings, etc. I try to set blocks of time aside in the afternoon to work on client presentations that I have coming up or to work on checking quotes, going through coverage comparisons, or other tasks that are a little more time-consuming. Today, I had a carrier meeting. After the meeting, we all went upstairs to R2L, the restaurant in our building.
Going out and trying new places – I recently moved to Fishtown and I love exploring the neighborhood, especially all the new restaurants. I also volunteer with a Big Brother Big Sisters program, enjoy reading – currently reading “Becoming” by Michelle Obama – and yoga!