Gorman Insurance Personnel Consultants

Interesting Candidates

Personal Line CSR



Licensed New York State Property and Casualty Broker


OBJECTIVE To secure a position that presents challenges, utilizes my current skills developed through previous experiences, and allows me the opportunity for growth, security and professional advancement.


SUMMARY:  Personal Line Sales and Service Broker providing excellent in-house sales and services to personal line clients. Energetic, quick learning, multitasking team player who loves to be challenged. Someone who provides in-office sales, support and services to assigned clients. Highly motivated professional achiever who sets and meets goals. Problem solver with excellent conflict-resolution skills and a sincere desire to help create success.


IT PROFICIENCIES  MS 360, Hawksoft, Vertafore and EzLynx systems as well rating and quoting on numerous

insurance company websites. MS Word, Excel, A/P, A/R, Payroll Data Entry

Personal Lines CSR

  • Provide day-to-day personal lines, brokerage services, marketing and policy renewal
  • Speak with clients regarding insurance coverages and needs
  • Quote and rate new and existing business
  •  Expedite client and company requests
  • Sell clients and round client portfolios
  • Develop and implement insurance programs for clients
  • Determine client’s market compatibility & pricing
  • Place new and renewal business
  • Correspond with clients and carriers to conduct business
  • Process client and company requests, binders, schedules, certificates, billing, endorsements, audits, policy renewals, cancellations, rewrites, claims, expiration lists, etc.
  • Check and process new lines, renewals, and endorsements
  • Record client/insurance company transactions via Hawksoft, Vertafore and EzLynx systems

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