Summary
Overview
Work History
Education
Skills
Certification
Languages
Affiliations
References
Timeline
Generic

Arda Shek

Ojai

Summary

An insurance risk manager with over 23 years of experience. Proven track record in enhancing client retention through integrity, honesty, and a strong work ethic. Seeking a remote Executive role in a dynamic agency that values creativity and effective communication. Committed to fostering a respectful and motivated work environment.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Account Executive, Real Estate

Lockton Companies, LLC
Denver
12.2023 - Current
  • My current book of business is estimated to generate $2 million in revenue.
  • Conduct weekly meetings with team members to review all client activities, outstanding items, strategies for achieving objectives, etc. The team comprises me, an Account Manager, and an Account Assistant.
  • Prepare and present all policy documentation to clients and prospects. Meeting with prospects and clients regularly.
  • I serve as the primary presenter at client presentation meetings.
  • An extensive review of client contracts and policies is conducted to offer expert recommendations on their projects and/or operations.
  • Coordinate renewal processes, ensuring timely updates, and adjustments to coverage.
  • Effectively educate clients on policy features, benefits, and claims processes.
  • Client inquiries are resolved promptly, while maintaining high service standards.
  • Monitor industry market trends and regulatory changes to provide accurate advice to clients.
  • Coordinate activities among departments, such as marketing, finance, and operations, to meet customer needs.
  • Created a formula and rating based matrix "quoter" template for potential/future properties clients may obtain to provide them tentative, non-binding insurance pricing. This template is now used across the entire Real Estate department in Denver, CO.

Senior Account Executive, Private Equity

HUB Equity Risk Partners
San Francisco
11.2018 - 03.2020
  • Managed a book of business with private equity and public entity clients, generating $950,000 in annual revenue.
  • Customized insurance programs tailored to client operations, conducting pre-renewal meetings and marketing.
  • Resolved issues with problem accounts by correcting improper placements and enhancing coverage options.
  • Served as primary contact for all clients, addressing daily operational matters effectively.
  • Conducted weekly training sessions on policy language, contract review, and agency management systems for assistants.

Senior Account Executive, Global Risk Mgmt.

Arthur J. Gallagher & Company
Glendale
04.2013 - 09.2018
  • Managed global risk accounts for clients including Toyota, USC, and The Church of Scientology, generating approximately $3 million in annual revenue.
  • Developed strategies to effectively manage and mitigate potential losses.
  • Provided targeted recommendations to clients and senior management to reduce liability exposure through tailored financing solutions.
  • Managed account portfolios, ensuring alignment with client goals and expectations.
  • Developed strong client relationships through regular communication and personalized service.
  • Implemented account management processes to enhance operational efficiency.
  • Mentored junior staff in client engagement and relationship-building techniques.
  • Prepared presentations for clients regarding new products or services offered.
  • Established risk pricing models for client proposals and prospect assessments.
  • Conducted risk analysis and policy endorsements with admitted and non-admitted markets.
  • Reviewed client contracts daily, offering insights on compliance with vendor requirements.
  • Supported global management training initiatives for new employees to enhance operational knowledge.
  • Maintained proficiency in local policy regulations across multiple countries.

Education

Veterinary Technology (Vet Tech) Associate's Degree - Veterinary Technology

Mount San Antonio College
Walnut, CA
08-2017

Associate of Science - Business Administration And Management

College of San Mateo
San Mateo, CA
01-2003

Skills

  • Negotiation and influence
  • Conflict resolution
  • Sales strategies
  • Interpersonal skills
  • Agency management platforms' proficiency, including TAM, EPIC, AMS, and AMS360
  • Online carrier rating systems proficiency
  • Microsoft Office Suite proficiency, including Excel, PowerPoint, Word, and SharePoint
  • Attention to detail
  • Time management
  • Independent work and collaboration
  • Problem-solving skills
  • Cross-selling strategies
  • Policy and contract review
  • Presentation skills
  • Client relationship management
  • Asset protection strategies
  • Lead development
  • Data interpretation
  • Claims oversight
  • Market analysis

Certification

  • CA Property and Casualty (P&C) Insurance License No.: 0F08980

Languages

English
Native/ Bilingual
Spanish
Full Professional
Armenian
Native/ Bilingual
Arabic
Limited

Affiliations

  • Sewing & Bag Making
  • Gardening and Camping in our travel trailer
  • Enjoying various activities with our two-year-old son
  • Volunteering at our son's Montessori school in Ojai, CA

References

References available upon request.

Timeline

Account Executive, Real Estate

Lockton Companies, LLC
12.2023 - Current

Senior Account Executive, Private Equity

HUB Equity Risk Partners
11.2018 - 03.2020

Senior Account Executive, Global Risk Mgmt.

Arthur J. Gallagher & Company
04.2013 - 09.2018

Veterinary Technology (Vet Tech) Associate's Degree - Veterinary Technology

Mount San Antonio College

Associate of Science - Business Administration And Management

College of San Mateo

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Arda Shek