Adam Baratz
Medway
Overview
25
25
years of professional experience
1
1
Certification
Work History
CL Team Leader Marketing & Assistants Unit
Brown & Brown Insurance
01.2024 - Current
- Same duties as below
- Responsible for seven direct reports, including three marketers and four technical assistants
- Assigned new and renewal business to marketing team
- Meet with marketing representatives from carriers
- Brainstorm market placement with direct reports
CL Team Leader Assistants Unit
Brown & Brown Insurance
06.2024 - 01.2025
- Responsible for four direct reports of technical assistants
- Account management of assigned book of Middle Market Commercial Accounts $5,000-$85,000 of revenue
- Work with the following verticals: energy, real estate, habitational, construction, non-profit, manufacturing, professional lines
- Field incoming new business sales leads as necessary
- Work on renewals with producers and independently
- Collaborate with other leaders on policies and procedures for the Commercial Lines department
- Negotiate renewal terms with underwriting, finding creative solutions to reduce premiums when increases occur
- Prepare accords and supplemental applications for renewals, new business and remarkets
- Work a variety of commercial policies, such as: BOP, GL, Property, Package, Builders Risk, Workers Compensation, Inland Marine, Special Events Liability, Special Event Cancellation, Employments Practices Liability, Crime, Cyber, Directors & Officers, Umbrella and Professional Liability
- Advised clients on claims, processed claims, took first reports of claims and went to client's location to review damages as needed
- Help clients with audits
- Workers Compensation Mod review
- Meet with clients via Microsoft Teams
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Assign work to assistant: proposals, policy checking, billing inquiries, policy and endorsement pulling
- Took management courses for hiring and communications
- Prepare yearly reviews for direct reports
- Provided ongoing support to direct reports, addressing concerns or questions promptly so they could remain focused on their tasks.
- Assisted in recruitment to build team of top performers.
- Rolled out a new certificate of insurance processing plan to utilize outsourcing
- Gave trainings to direct reports for software
- Mentor more junior teammates
- Handle all PTO, sick time, and other time off requests from direct reports
- Utilize agency management systems - AMS360 and ImageRight
Commercial Lines Operations Team Leader and Supervisor
USI Insurance Services
01.2024 - 06.2024
- Same duties as below
- Trained, coached and managed eight-person team of account managers
- Handled escalations related to direct reports
- Took internal management courses
- Handled PTO requests for direct reports
- Collaborated with Senior Vice President of Operations on yearly reviews
- Ran reports for KPI and other metric related forms generating spreadsheets
- Received at-risk business reports, strategizing with the associated account manager to retain clients
- Conducted regular staff training sessions to ensure consistent implementation of best practices across the team.
- Managed daily operations, ensuring smooth workflow and timely completion of tasks.
- Coordinated team schedules, ensuring optimal staffing levels were maintained at all times.
- Improved team efficiency and productivity by restructuring workflow and managing assignments.
- Analyzed data to identify areas for improvement, resulting in higher levels of customer satisfaction.
- Optimized team performance, providing clear guidance and setting achievable goals.
- Helped set and manage objectives for quality, productivity and compliance.
- Assisted with improving retention of entire department
Account Executive
USI Insurance Services
01.2023 - 01.2024
- Managed commercial insurance accounts ranging from $5,000-$20,000 in revenue
- 97% retention rate
- Book makeup 70% healthcare (mostly doctors offices) the rest general insurance
- Worked with multiple verticals including: healthcare, construction, real estate, retail, manufacturing, education and more
- Worked a variety of commercial policies, such as: BOP, GL, Property, Package, Builders Risk, Work Comp, Inland Marine, Special Events Liability, Special Event Cancellation, Employments Practices Liability, Crime, Cyber, Directors & Officers, Umbrella and Professional Liability
- Met all KPI requirements and followed all workflows
- Went on sales calls with producers in person and virtually to present coverage options and explain Service Level Agreements
- Educated more junior producers on coverage, procedure and workflows
- Lead client meetings alone, in person and virtually
- Negotiated with insurance companies on pricing and coverage
- Handled escalations on accounts that other coworkers couldn't manage as assigned by management
- Met with coworkers to advise on difficult clients as assigned by management and when coworkers asked for help
- Helped coworkers handle stressful situations
- Met with management to devise retention strategies
- Advised clients on claims, processed claims, took first reports of claims and went to client's location to review damages as needed
- Mentored account representatives, junior account managers and junior producers
- Reviewed account representative's work for quality control
- Renewed policies in a timely manner
- Processed endorsements
- Advise clients of coverage gaps
- Cross sold policies
- Utilized agency management systems - Sagitta and ImageRight
- Helped clients with audits and Mod review
Vice President
Bridge Insurance Agency
01.2000 - 01.2023
- Worked as an Account Executive on commercial and personal insurance accounts ranging from $100-$20,000 revenue
- Worked with multiple industries, including: retail, real estate, financial services, construction, professional services, restaurant, office, manufacturing and more
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Wrote commercial policies such as BOP, GL, Property, Package, Builders Risk, Work Comp, Crime, Inland Marine, Special Events Liability, Umbrella and Professional Liability
- Placed hard to insure risks in E&S market for both commercial and personal
- Completed both inside and outside sales
- Advised clients on correct insurance coverage
- Met with new clients to present proposals virtually and in person
- Met with marketing representatives from insurance companies to review agency growth, loss runs, production goals and profit sharing
- Built relationships with accounts beyond insurance agent/client
- Interviewed potential employees
- Managed a team of 4-6 customer service representatives, admins and salespeople
- Trained employees on all aspects of work
- Handled escalations from team members
- Reviewed employees work for accuracy
- Trained on multiple Company specific platforms
- Utilized agency management systems - Newton by Agency Systems
- Completed applications, certificates of insurance, diaries, and scanned documents into the AMS
- Renewed policies in a timely manner
- Processed endorsements and changes to policies
- Advised clients on claims, processed claims, took first reports of claims and went to client's location to review damages as needed
- Helped clients with audits
- Maintained insurance license
- Took industry specific continuing education classes
Education
University of Massachusetts at Amherst - Creative Writing
University of Massachusetts at Amherst
01.2018
Ithaca College - Creative Writing
Ithaca College
01.1999
High School Diploma -
Chapel Hill Chauncy Hall
Waltham, MA01.1998
Skills
- Consultative approach
- Negotiator
- Client relaxer
- De-escalation specialist
- Coaching and mentoring
- Relationship builder
- Teamwork and collaboration
- Problem-solving
Certification
MA, Property and Casualty License since 01/01/03, Non-resident P&C licenses: NH, ME, VT, CT, RI, NY
Timeline
CL Team Leader Assistants Unit
Brown & Brown Insurance
06.2024 - 01.2025
CL Team Leader Marketing & Assistants Unit
Brown & Brown Insurance
01.2024 - Current
Commercial Lines Operations Team Leader and Supervisor
USI Insurance Services
01.2024 - 06.2024
Account Executive
USI Insurance Services
01.2023 - 01.2024
Vice President
Bridge Insurance Agency
01.2000 - 01.2023
Ithaca College - Creative Writing
Ithaca College
University of Massachusetts at Amherst - Creative Writing
University of Massachusetts at Amherst
High School Diploma -
Chapel Hill Chauncy Hall
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