AVC-80

License:            Property and Casualty Insurance Broker, Life and Health Insurance Agent

Business           Excess Line Underwriter Wholesale and Retail Broker

SKILLS              Develop and execute campaigns targeting vertical markets and for leading brokers/agents

                          Drives Business by Expert Risk Assessment & Solutions. All phases of brokering process from initial

                         contact to closing and follow up contacts and influence with all the major P&C carriers Leading

                         edge knowledge of new industry developments, laws and best practices

EDUCATION:     Bachelor of Science in Finance, GPA. 3.0

IT SKILLS:        Internet savvy, Negotiating carrier websites, Applied EPIC, Microsoft Office Suite, First Choice,

                         GCI, Adobe Acrobat, Professional and SQL.

EXCESS UNDERWRITER:

• Write Excess Liability and Umbrella for construction risks (Authority: $50 million with three pens)
• Develop positive business relationships with wholesale and retail brokers
• Determine acceptability of risk in accordance with guidelines and standards
• Choose the appropriate carrier based on risk and pricing

 WHOLESALE UNDERWRITER

• Develop and place business 50-60 brokers
• Review submitted risks and determine the best markets
• Build business relationships and resolve issues in a professional manor
• Create marketing plans acceptable to the broker and place the business
• Advise clients on risk exposure and ways to mitigate risks
• Notify Retail Agencies of adverse underwriting decisions, rate appeals, requirements, and declinations

Retail Account Executive- Provide all P/C brokerage services and support to clients including but not limited to General Contractors, Artisans, Auto repair/collision shops, Mom & Pop shops, Transportation Companies, Nursing Homes, Supermarkets, restaurants and other business typical of the tri-state area. Clients are mid sized and most pay premium of $5,000 to $200 million.

• Expedited Binders, Certificates of Insurance, Schedules, while renewing/amending existing policies
• Created detailed Excel spreadsheets tracking commissions, marketing trends, budgets and revenue
• Leveraged existing business by cross-selling health benefits, life, dental and disability insurance to existing clients
• Improved client retention from 60% to 87%

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net