PBC-110

Licensed New York State Property and Casualty Insurance Broker 

SUMMARY: Property & Casualty Account Manager specializing in Real Estate. Possesses knowledge and expertise in renewals, marketing and day-to-day client servicing. Seeks to apply excellent Customer Service and insurance expertise in a fast-paced working environment with growth opportunities. 

EDUCATION:  HOFSTRA UNIVERSITY, 

IT SKILLS: Internet savvy: Expert in EPIC, Word & Excel; Skilled at navigating, rating & managing company portals 

Account Manager

• Manage a 40-million-dollar book of business that consists primarily of real estate risks
• Prepare for renewals 90 days in advance by obtaining loss history, preparing a marketing strategy, reaching out to clients for updates on exposure, and submitting information to underwriting
• Negotiate terms with underwriters
• Service tasks such as process certificates, bill clients, create auto ID cards, follow up on payments, assist with claims when needed
• Assist in obtaining refinancing documentation for lenders and working with both lender and client to find the best combination of cost and coverage
• Present renewals, discuss coverages with client and work with consultants to secure renewal information

Account Manager

• Managed a 15-million-dollar book that consisted of contractors, manufacturers distributors and real estate
• Worked with private equity firms to protect assets and build relationships post-acquisition
• Traveled to visit clients 3-4 times a month (Domestic & International)
• Completed manual ratings, delegated certificates & loss runs requests to outsourcing
• Handled everyday servicing from marketing to billing
• Worked with various teams internally for Cyber & Management lines to present entire renewal to client

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