Gorman Insurance Personnel Consultants

Interesting Candidates

Account Executive Personal Lines



  • Licensed New York State Broker
  • Expert High-Net-Worth and Middle Market Account Executive
  • Dedicated and determined to carry out assigned duties and responsibilities
  • Loyal, dependable and honest professional with a strong work ethic
  • Sense of initiative and ability to identify potential problems
  • Strong, can-do positive broker that can administer, prioritize and handle high-volume desk
  • Excellent verbal and written communication skills
  • Proficient with EPIC, Sagiita, Applied, AMS 360, Choicepoint, Clue. MV, Windows, carrier interface, MS Word and internet software

 Personal Lines Account Executive for affluent and middle market clients approx.700

  • Provide professional and courteous service to all customers in need of assistance
  • Consult and advise customers on coverage, terms and conditions that are in their best interest
  • Service personal lines accounts in a manner to eliminate gaps in coverage and cross sell
  • Write business with ACE/Chubb, AIG, PURE, Metlife, Kemper via direct contact and computer interface
  • Rate and quote new business, additions and renewals
  • Prepare and process cancellations when required
  • EPIC/ Sagitta system-generate ID cards, certificates, policy changes within same business day
  • Prepare client presentations, marketing summaries, proposals, schedules, files,
  • Keep current on rates, forms and coverage changes
  • Support co-workers and positively contribute to team spirit and attitude
  • Assume whatever responsibilities are necessary to achieve satisfaction of management

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