Mitchell Lutz
Marlborough,MA
Summary
Experienced with client relationship management, risk assessment, and policy customization. Utilizes in-depth industry knowledge to provide tailored insurance solutions. Track record of building strong client relationships and ensuring client satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Gallagher
Natick, MA
11.2024 - Current
- Learned to utilize insurance software for policy management and customer communication
- Efficiently managed 50+ policy renewals monthly, ensuring timely processing and accurate coverage updates.
- Adapted quickly to changes in product offerings and market trends for informed client advice
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Underwriting Assistant
Hanover Insurance Group Inc.
Worcester, MA
05.2021 - 11.2024
- Reviewed and processed insurance applications for accuracy and completeness.
- Assisted underwriters in evaluating risk factors and determining coverage options.
- Communicated effectively with clients to clarify information and resolve inquiries promptly.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
- Managed a diverse caseload of applications, efficiently organizing workload to meet tight deadlines without sacrificing quality or accuracy.
- Supported underwriters with thorough research and documentation, enabling informed decisions on coverage limits and premium pricing.
Education
Bachelor of Science - Finance
Franklin Pierce University
Rindge, NH05-2020
Skills
- Client service
- Policy management
- Licensed insurance agent
- Negotiation
- Risk assessment
Certification
- MA Property & Casualty License
Timeline
Insurance Agent
Gallagher
11.2024 - Current
Underwriting Assistant
Hanover Insurance Group Inc.
05.2021 - 11.2024
Bachelor of Science - Finance
Franklin Pierce University