Denise Bratschie
Senior Executive Account Manager New York, NY
- Role
- Senior Account Executive at NFP, an Aon company
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Denise Bratschie
Senior Account Executive Manager/Personal Risk Consultant with over 17 years of experience.Licensed Property & Casualty, Licensed Life, Health and AccidentAdvising high net worth clients identifying risks and providing solutions to fit underwriting guidelines, work with over 15 carriers.Extensive sales experience, marketing plan in place. Responsible for underwriting each policy to see best fit. Handle claims situation in guiding my clients in the process. Very good at multi tasking. Follow procedures and guidelines.Experience with Tam, Epic, AMS360.
Experience
Senior Account Executive
Feb 2022 — Present · US
Working with high net worth clients doing all aspects to maintain their personal insurance portfolio. Perform all new business with quoting in various companies. Review all renewals to review premiums. If necessary do remarking of policies. Complete Summary of Insurance on an annual basis. Set up meeting to review coverages and offer suggestions in lowering premiums. Explaining each policy in detail and making sure we are not missing anything. Maintain activities in Epic management system. Work closely with underwriting to obtain a good work relationship.
Education
Kent State University
Attended University taking business courses
Glen oak
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
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