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Julia L.

145 Valentine Lane - Apt. #3H
Yonkers, New York 10705
Tel. - 914-375-2998
Cell - 914-282-2704
N.Y. State Brokers
License # BR-700584
Exp. 12/20/11
Objective: To obtain a position where I can utilize my various talents to the fu
llest and to be an asset to the firm.
07/01 To 06/25/10:
Levitt-Fuirst Associates, Ltd.
Yonkers, New York
Senior Commercial Lines Account Executive/Large Lines(Construction/Manufacturing
& Real Estate)
Responsible primarily for large construction accounts,ranging in size from $250K
to $5Mil. General servicing of
account in their entirety; marketing, renewals, application completion. worked c
losely with producers on accounts
who in turn provided data on accounts. I deal with both direct voluntary markets
, as well as Excess & surplus lines
market place. Duties also included invoicing, audit review, claims handling, sch
edules of insurance,etc. Handle
all lines of coverage, complete servicing of accounts. Heavy customer service wo
rk. Also write other lines of business
other than construction, i.e.,real estate, family entertainment centers, restaur
ants,church, hotels, non-profit organizations,
etc. Client visitation along with Producer when needed. Position has two assis
tants. Current combined book of business
with premium volumes total of $8Mil.
**Note: I'm familiar and experienced with other classes of business as well, not
only construction, my experience in the
industry span some 35 years**
07/98 to 07/01:
RSI Services, Inc.
Tuckahoe, New York
Senior Account Executive/Office Manager/ Restaurant/Bars/Taverns
Responsible for all marketing, new business and renewals for restaurants,bars an
d taverns. This was specialty house
that insured only these types of risks. Complete account servicing,applications
,rating, marketing, invoicing, customer
service work. Client visitation when required. Heavy Excess & Surplus lines pla
cements. Worked extensively with
wholesale houses. Office was comprised of both Retail Brokerage operations as w
ell as operating as a Wholesale
Brokerage Excess & Surplus Lines office. Supervised staff of 6 employees.

06/95 to 07/98:
Goodman Group, Ltd.
Briarcliff Manor, New York
Commercial Lines Manager/Diversified Book of Business
Responsible for all marketing,new business and renewals for entire commercial li
nes department. Application completion,
proposal submissions, invoicing,risk management work. recommendation compliance
follow through,insurance company visitation,monitoring of all functions involvin
g the department. Report to and worked closely with the V.Ps., and owners
of the firm in handling of various accounts,etc. Rated various company program
s, bops, workers compensation, via company interfacing. Various types of risks h
andled: mom/pop type stores,clothing/garment manufacturers,contractors, hardware
stores, shopping centers,retail and servicing type risks,non-profit organization
s churches and various other type risks.
B.S.Business Management
Pohs Institute
College of Insurance
N.Y. State Brokers License
Available upon request.
Computer Programs Familiar With:
Applied Systems
Savage Rating Systems
Word Perfect
Microsoft Word
Windows 95,98
Other Work Experience:
1-Atlas Brokerage Co-Sr. Acct.Exec/Office Mgr. - 9 Years
2-Baldinger Ins. Group - Sr. Acct. Exec./Supv.Mgr. - 7 Years
3-Levine & Sons,Inc - Acct. Exec.Claims Mgr.,Marketing Dept. - 10 Years.