SMC-92 

EDUCATION:       BA in Communications, June 2004 

SKILLS: Hawksoft, Sagitta, Word, Excel, PowerPoint, Outlook and navigating, quoting and rating on carrier websites 

BI Lingual:  Fluent in English and Italian

Account Coordinator

• Prepare schedules, policy checking, obtain loss runs, prepare auto ID cards
• Renew policies in EPIC
• Request & follow up on endorsements, Process change requests, NOC’s, follow up with carriers, underwriters and insureds
• Renew/Create templates in CSR

Review & process policy requests such as Endorsements, Company requests, Certificates, Finance Agreements, Cancellations, etc

Administrative Assistant

• Responsible for invoicing personal and commercial renewal business using the company System
• Follow up on overdue invoices
• Depositing checks via desktop scanner and entering into Quickbooks
• Prepare all renewal documentation to be sent to client to sign via adobe sign                                           2005-2020

Assistant Account Executive 

• Responsible for Commercial Lines Wholesale book of business- approx. $2 Million
• Invoicing and entering all new bound accounts in Sagitta
• Perform data entry for quotes and binders and sending out to clients
• Responsible for clearing all new submissions received

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