Clay J. Morrow
North Augusta,SC
Summary
Credentialed property and casualty insurance advisor with expertise in customer service, agency operations, and coverage placement.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Account Executive
Cay Insurance Services, Inc.
04.2024 - Current
- Returned to prior employer after being approached with competitive salary and commission offer.
Client Service Executive
Sterling Seacrest Pritchard, Inc.
06.2022 - 04.2024
- Managed a generalist book of P&C business.
- Worked directly with clients, carriers, and wholesale brokers in writing new business and handling the day-to-day servicing of existing business.
- Departed on good terms with encouragement to return if desired.
Account Executive
Cay Insurance Services, Inc.
04.2019 - 06.2022
- Promoted from Commercial Lines Account Manager to Account Executive in August 2021.
- Servicing and marketing of a commercial property & casualty book of business.
- Quoting, presenting, and binding new business.
- Working directly with clients, carriers and wholesale brokers in placing all lines of commercial insurance coverage.
- Preparing renewal proposals and summaries of insurance.
- Reviewing insurance requirements and making changes to current program when necessary.
- Reporting claims and guiding clients through the claims process.
- Issuing certificates of insurance, auto ID cards, and managing all agency bill transactions which are often financed.
- Reviewing audits and assisting clients with completing when needed.
Account Specialist
Greyling Insurance Brokerage & Risk Consulting
08.2017 - 07.2018
- Administrating property & casualty insurance programs for A&E firms, Environmental Service firms, General Contractors, and Law Firms.
- Preparing detailed proposals of insurance, agency binders, and program charts.
- Updating the Sagitta agency management system as policies renew and change.
- Reporting claims to carriers and working with adjusters when necessary.
Account Specialist
Greyling Insurance Brokerage & Risk Consulting
08.2017 - 07.2018
- Administrating property & casualty insurance programs for A&E firms, Environmental Service firms, General Contractors, and Law Firms.
- Preparing detailed proposals of insurance, agency binders, and program charts.
- Updating the Sagitta agency management system as policies renew and change.
- Reporting claims to carriers and working with adjusters when necessary.
Commercial Analyst
McGriff, Seibels, & Williams, Inc.
09.2015 - 08.2017
- Providing client services to middle market and large commercial property & casualty accounts.
- Client experience: Transportation and Logistics, Healthcare, Fast-Food Restaurant Chains, Financial Institutions, Real Estate & Hospitality.
- Processing certificates of insurance, insurance applications, loss summaries, etc.
- Assisting Account Executives with submissions in the marketing process, populating spreadsheets of client exposure information.
- Pulling loss data from TPA databases and providing to actuarial department in a timely manner.
Education
High School Diploma -
Savannah Country Day School
Bachelor of Business Administration - Risk Management & Insurance
University Of Georgia
Terry College of Business2015
Certification
Associate in Risk Management (ARM) designation.
Accredited Adviser in Insurance (AAI) designation.
Timeline
Account Executive
Cay Insurance Services, Inc.
04.2024 - Current
Client Service Executive
Sterling Seacrest Pritchard, Inc.
06.2022 - 04.2024
Account Executive
Cay Insurance Services, Inc.
04.2019 - 06.2022
Account Specialist
Greyling Insurance Brokerage & Risk Consulting
08.2017 - 07.2018
Account Specialist
Greyling Insurance Brokerage & Risk Consulting
08.2017 - 07.2018
Commercial Analyst
McGriff, Seibels, & Williams, Inc.
09.2015 - 08.2017
High School Diploma -
Savannah Country Day School
Bachelor of Business Administration - Risk Management & Insurance
University Of Georgia
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