LARM-85 

Objective  To obtain a position that will enable me to utilize my skills and experience with an opportunity for growth  and advancement based upon merit

License:    New York State Property and Casualty Broker & Life, Accident and Health Agent 

Designation    Charted Property and Casualty Underwriter, 2018 

Education:   Associate Degree in Accounting 

BUSINESS SKILLS  

• Experienced with Word, Excel, navigating, quoting and rating on carrier websites
• Ability to work in a fast-paced environment
• Self-starter with organizational skills and ability to work with details
• Strong written and oral communication skills

Provide support to the Principal Consultants

• Work with financial institutions- compare existing insurance to bank requirements
• Outlining discrepancies and providing recommendations
• Review renewal policies and forms for our personal lines client (Chubb, AIG, Cincinnati, etc.) and communicate our opinion to the clientWork with brokers and agents on behalf of our clients -providing day-to-day services (personal & commercial lines policies). reviewing contractor certificates, tenant and landlord leases 

Personal Lines Account Executive

• Provide support to the principal agent, producers and clients
• Develop leads, schedule appointments, identify customer needs, and market appropriate products
• Process all quotes, new business applications, rewrites and renewals for personal and commercial auto policies, homeowners, fire policies, motorcycles, ATVs, personal umbrella policies, renters, condos, coops, national flood insurance, etc.
• Marketing new business request that does not meet Nationwide’s Guidelines through companies such as Met Life, One Beacon, Progressive, Safeco, Encompass, Foremost, Hagerty, Chubb – High Value.
• Conduct exterior home Inspection for a potential client for risk assessment and RCT calculations.
• Responsible for the day-to-day account management of client accounts including but not limited to processing policies, endorsements, invoicing, premium breakdowns, loss summaries processing and evaluation, policy changes, ID Cards, review of policy forms, providing coverage comparisons and responding to questions.
• Contacting customers to discuss any new policy updates including coverage changes, renewal and non-renewal reviews, recommendations, cancellations for non-payment,  discounts, and discussing ways to save.
• Responding to E-Memos from underwriting in a timely fashion.
• Perform other duties that may be assigned by management – Remittance and banking.

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