AAC-80

New York Property and Casualty Licensed Broker, Notary Public

SUMMARY: Highly motivated, energetic, diligent, top producing insurance professional with sixteen years experience servicing clients as an Account Manager/Assistant Account Executive with strong communication and organizational skills demonstrated by client and carrier relationships 

Administrative skills: Internet savvy, proficient with Epic, TAM Cloud, Sagitta, MS Office, Commercial Coverages, NY Labor Law, claims, certificates, forms, rating, quoting, processing systems, automated underwriting systems

Associate Account Executive           

• Assist in the development of risk management strategies and create customized insurance solutions.
• Conduct regular policy reviews to ensure optimal coverage and make recommendations for improvements.
• Collaborate with team to create and present extensive loss summaries and estimated renewal premiums.
• Identify cross-selling and upselling opportunities, contributing to agency revenue growth.
• Address client inquiries, expedite requests, resolve issues, and maintain positive client relationships.
• Facilitate smooth policy renewals by examining underwriting data and negotiating competitive pricing
• Stay informed of trends, regulatory changes, and emerging risks to provide clients with strategic advice
• Develop and maintain expertise in specific market niches or coverage lines to better serve clients

Assistant Account Executive

• Participate in maintaining company’s strong client and carrier relationships
• Assist Senior Vice President by providing day-to-day brokerage and risk services to clients
• Expedite client and carrier requests
• Rate and prepare new business and renewal quotes
• Prepare Certificates/Renewal Certificates NYCDOB, NYCDOT, acord 25, C105, etc.
• Oversee and check policies, endorsements and billing

Account Manager, Construction

• Assistant to Account Executive servicing 20 accounts with minimum premiums of 1 Million including Bonds - Bid, Payment & Performance, Union, Mechanics Lien
• Provide pleasant and professional day-to-day client services to customers
• New Business Quoting - Builder’s Risk, OCP, RRP 
• Develop and maintain strong company relationships through positive contacts with company representatives
• Assist with gathering underwriting information from client
• Prepare Certificates/Renewal Certificates  - DOB, DOT, Acord 25, TBTA, MTA, C105, Renewal Proposals, Bond and Policy Billing and Claims Reporting

Kindly look up and click on Job Opportunities to see our other opportunities

To Contact Fred Gorman call 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com
To Contact Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net