Christopher Grasso, ANFI

Experience

• 

  Pilgrim Insurance Agency, LLC

  Jun 1996 - Jun 2006

  Personal Lines Manager

  • Quality control and review of accounts with emphasis on Personal Insurance Risk Management (including monthly sales meetings and audits)• Prepared review letters on an annual basis, offering recommendations to clients based on analysis of client’s insurance needs.• Lead staff in the acquisition of new clients by following trends, developing referral sources and cross-selling existing accounts with new product and agency offerings.• Monitor and report on effectiveness of sales and support staff• Manage company relationships and monitor goals and loss ratios.• Ability to handle complex accounts.• Assisted clients with reporting and monitoring claims. • Special emphasis on handling VIP accounts• Actively solicits and processes additional lines of coverage for all accounts Show less

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  Liberty Insurance Associates

  Apr 2009 - May 2015

  Operations Manager

  Systems Integration of agency management system and 3rd party vendor software. Manage and develop relationships with comapany marketing representatives.

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  Strategic Insurance Services, LLC.

  Jul 2015 - now

  • Personal Risk Manager

    Jul 2015 - now

  • Personal Lines Risk Manager & Affluent Client Relations Coordinator

    Jul 2015 - Mar 2018