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Heather Duffy, CAPI, CPRM, CLCS, CPIA

Heather Duffy, CAPI, CPRM, CLCS, CPIA

Personal Lines Account Representative

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location of Heather Duffy, CAPI, CPRM, CLCS, CPIANew York City Metropolitan Area

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  • Timeline

  • About me

    Assistant Vice President at NFP Private Client Group

  • Education

    • Elon University

      -
      Psychology, Criminal Justice

    • Kent School

      -
      High School Diploma PSYCHOLOGY

  • Experience

    • B.B. Miller & Company

      Aug 2013 - Dec 2017
      Personal Lines Account Representative

    • AssuredPartners

      Dec 2017 - Nov 2019

      • Sales Executive

        Jul 2019 - Nov 2019

      • Personal Lines Account Executive

        Dec 2017 - Nov 2019

    • NFP

      Nov 2019 - now

      • Assistant Vice President

        Mar 2023 - now

      • Senior Account Executive

        Mar 2022 - Apr 2023

      • Account Executive

        Nov 2019 - Mar 2022

  • Licenses & Certifications

    • New Jersey Accident & Health Producer

      New Jersey Department of Banking and Insurance

    • New Jersey Casualty Producer

      New Jersey Department of Banking and Insurance

    • New Jersey Life Producer

      New Jersey Department of Banking and Insurance

    • New Jersey Property Producer

      New Jersey Department of Banking and Insurance

    • Commercial Lines Coverage Specialist

      National Underwriter Company
      Jan 2014

    • Certified Personal Risk Manager

      The National Alliance for Insurance Education and Research
      May 2023

    • Certified Professional Insurance Agent

      American Insurance Marketing and Sales (AIMS) Society
      Nov 2019

    • Certified Advisor of Personal Insurance (CAPI)

      Wharton Executive Education
      Dec 2023