1998 – 2001
Commercial Agent
Church Mutual Insurance Co. · New York, NY
AM Best A-rated premier provider of insurance services to the religious
non-profit marketplace. Hired to manage a previously unmanaged territory
covering the New York City boroughs and the east side of the Hudson River,
extending to the Vermont border. Sold Property, Liability, Workers Compensation,
Auto, and Directors & Officers coverage to churches, temples, yeshivas, and
Denominational Headquarters. Added over $1.2 million in new policy premiums
while maintaining an average 96% retention rate across an entire book of business.
Twice awarded the President's Circle Award for performance.
- Introduced myself to every church, yeshiva, temple, and religious denominational headquarters in the territory to establish relationships from the ground up
- Arranged property inspections through calls, emails, and personal meetings — providing loss prevention recommendations and policy cost estimates
- Prepared comprehensive commercial insurance quotes covering Property, Liability, Auto, Workers Compensation, and Directors & Officers coverages
- Met with boards of trustees, Rabbis, and Prevostes to propose Church Mutual's coverage over existing providers
- Personally visited every client before annual renewal to review policies and maintain retention