Gorman Insurance Personnel Consultants

Interesting Candidates

Personal Line Account Executive


Licensed New York State Property and Casualty Broker


OBJECTIVE: To secure a personal lines insurance marketing or account executive position with a reputable insurance brokerage in need of a professional that can efficiently place business including complex, unusual and difficult cases, as well as providing pleasant, professional and expert services to clients 


  • Excellent written, communication, presentation and negotiation skills
  • Energetic, responsible team player who always meets expectations and goals
  • Works with integrity and displays original  thinking and creativity
  • Skilled in multitasking under high pressure workloads, can prioritize in order to meet deadlines
  • Always perform workload in a competent manner to ensure results; known for attention to detail
  • Ability to troubleshoot and provide closure to issues
  • Works well in a challenging environment
  • Good at conflict resolution
  • Able to work independently or as part of a team with minimal instruction
  • Returns calls in a timely manner
  • Presentable, professional and pleasant

Personal Line Account Executive

  • Manage and grow assigned book of 800 mid-market and high-net-worth business.
  • Provide all marketing, renewal and day to day client services
  • Pursue business leads by acquiring information necessary to quote, underwrite and market accounts.
  • Perform extensive client analysis to develop customized insurance solutions.
  • Evaluate policy coverage terms and limits for adequacy relative to client need.
  • Establish and strengthen relationships with assigned H-N-W and mid-market accounts.
  • Cross-sell and quote additional lines of insurance to new and existing clients.
  • Evaluate clients’ needs and determine coverage and market alternatives.
  • Develop internal marketing strategies and up sell/upgrade existing clients.
  • Prepare quotes and bind coverage for all lines of business in all states.
  • Follow-up on all home appraisal recommendations.
  • Prepare, process and follow-up on all Broker of Record Letters; additional coverages needed.
  • Facilitate policy change requests, issue binders, certificates, ID cards.
  • Address client questions regarding premiums/billings, coverages and claims.
  • Place personal line business via direct negotiation with underwriters and/or carrier portals. Companies include but not limited to; Pure, Chubb, AIG, Travelers, Andover, Hartford, Hanover, Adirondack, National General, Berkley One, Narragansett Bay, Progressive, SAFECO, Plymouth Rock, Utica, Ocean Harbor
  • Proficient in various custom insurance databases such as Applied Epic Systems, Microsoft Word, Outlook, Internet services and carrier websites

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