BSP-70

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 

PROFESSIONAL ATTRIBUTES

• 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