Erick Perez
Northridge,CA
Summary
Processional Insurance agent with 9 years of experience in the insurance industry with strong organizational and communication skills. Versed both in the wholesale and retail sectors, with experience in underwriting, account management, and production. Dedicated to leveraging and further developing these strengths to enhance support for both the insured and the team, while building a credible reputation for myself
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Assistant Broker
Gorst and Compass Insurance Co.
05.2024 - Current
- Experienced in managing Employment Practices, Cyber Liability, Crime, D&O, and E&O insurance to reduce legal and financial risks to the insured exposures.
- Oversee the renewal process for a $1M book of business, consistently maintaining a retention rate exceeding 80%.
- Manage the entire lifecycle of an account, ensuring renewal solicitations are completed 90 days in advance. Service the account from beginning to end to effectively retain the business.
- Recommend coverage enhancements to provide optimal risk management solutions, leveraging opportunities to upsell or cross-sell Professional Lines products.
Senior Account Manager
Risk Strategies
08.2023 - 05.2024
- Conduct coverage assessments and contract reviews, providing strategic recommendations for optimal insurance placement while identifying new business opportunities
- Proactively engaged in client outreach, and marketing to enhance client retention on an existing account and new business opportunities
- Streamline the due diligence process during new business acquisitions or merger transactions to ensure a seamless onboarding experience for new clients
- Specialized in GL. AL. WC, Property and Inland Marine.
Senior Risk Analyst
Brown and Brown
01.2021 - 08.2023
- Company Overview: Risk Solution
- Directed and applied quantitative and qualitative data analysis techniques to evaluate and identify clients risk and exposure
- Applied data analysis techniques to guide the clients well informed decision towards their renewals and product services
- Oversaw risk-sensitive accounts with specialized placements, including Self-Insured Programs, High Deductible, and Captive Group etc., reinsuring the clients financial capacity and risk tolerance
- Analyzed and summarized Loss Data: Proficient in handling, pivot tables, large losses, and dashboards for comprehensive insights of the account
- Risk Solution
Assistant Underwriter
Venbrook Insurance Services
01.2019 - 01.2021
- Utilize data analytics tools and rating programs to assess trends, monitor loss ratios, and make data-driven decisions to enhance rates
- Serviced and billed new business ventures, renewals, and endorsements request, to drive capacity
- Ensure compliance with regulatory requirements and internal policies by maintaining accurate and organized records due at audit
Commercial Agent-Broker
Nextco Insurance Agency
01.2015 - 01.2019
- Applied dynamic sales tactics training and customer relationship skills to effectively close sales and provide exceptional client relationships
- Implemented strategic marketing techniques, including warm lead calling and fieldwork, to drive successful business acquisition
- Brokered all accounts, showcasing expertise in comprehensive account management and strategic marketing efforts
Education
Business Administration -
Moorpark College
Moorpark, CA01.2017
Skills
- Efficient in: AIM, Image Right , AGO, AMS360
- Multitasking and organization
- Processing, Binding and Endorsing
- Strong organization
- Administrative duties
- Data confidentiality
- Decision-making
- Relationship building
- Problem-solving abilities
- Excellent communication
- Adaptability and flexibility
- Team leadership
Certification
- Insurance Broker License, 0M46923
- Certification of Achievement, Entrepreneurial Program
Languages
Spanish
Native or Bilingual
Timeline
Senior Assistant Broker
Gorst and Compass Insurance Co.
05.2024 - Current
Senior Account Manager
Risk Strategies
08.2023 - 05.2024
Senior Risk Analyst
Brown and Brown
01.2021 - 08.2023
Assistant Underwriter
Venbrook Insurance Services
01.2019 - 01.2021
Commercial Agent-Broker
Nextco Insurance Agency
01.2015 - 01.2019
Business Administration -
Moorpark College