Gorman Insurance Personnel Consultants

Interesting Candidates

Associate Account Executive

GAC-65

PROFILE SUMMARY Highly motivated, experienced professional with robust professional organizational, administrative, customer service and communication skills. Multi-industry expertise with emphasis on account management, billing, claims processing, payroll processing, and accounts payable and receivable. Ability to manage multiple projects simultaneously and meet deadlines. Strong critical thinking skills, good work ethic and organizational skills. Fluent in both English and Spanish

COMPUTER SKILLS: MS Word, Power Point, Excel, Outlook, TAM/ EPIC (Applied Systems)  

EDUCATION: Associate Degree- Business Administration and Accounting

Associate Account Executive

  • Supported Senior Account Executive, maintaining a high level of retention on existing book of business.
  • Reviewed existing policies and endorsements, request changes to carriers as needed.
  • Client contact and Insurance company interactions / negotiation if needed.
  • Respond to clients with coverage inquiries. Work closely with producers, clients and account team
  • Work with Senior account executive with preparation of specifications and applications for marketing
  • Track renewal timeframes to ensure Senior account executive meets deadlines.
  • Collaborate with team to coordinate renewal billing and financing, endorsement processing and invoicing.
  • Order and issue binders and certificates. Process supplemental applications, and excess lines forms.
  • Prepare summary of insurance and schedules, prepare premium allocations, renewal proposals.
  • Develop and maintain strong market relationships.

Billing / Claims Administrator

  • Took incoming claims enter them into the TAM system, review and verify  information and submit to carrier Process Commercial Change Request, endorsements and billing
  • Prepared Supplemental Applica, for Renewals and Renewal changes.

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