BJC-75

Summary

• Licensed New York State Property & Casualty Broker and Notary Public
• Experienced Commercial Account Executive
• Highly organized, dedicated and results-oriented professional with over 19 years’ experience
• Dependable and able to prioritize, multitask, gather information, and analyze data quickly
• Energetic relationship builder, consistently maintaining composure in a fast-paced environment.
• Adaptable team player skilled in handling complex situations and resolving conflict
• Expert communicator with strong work ethic and efficient document management
• Excellent time management skills and outstanding client relations
• Applied EPIC, Word, Excel, carrier portals and internet savvy

EDUCATION: B.A. Finance

 Associate Account Manager

• Experience with Commercial Lines policies: General Liability, Property, Umbrella, Automobile, Workers Compensation, Professional Liability, Cyber Liability
• Liaison between Insureds and Direct Insurance Carriers/Wholesalers
• Review and remarket existing coverages and renewals as needed
• Prepare renewal worksheets and statements of values for expiring policies
• Order loss runs from insurance carriers and update loss run log
• Prepare requested documents for marketing submissions
• Create renewal proposals for Producer/client review detailing coverages, limits, premiums
• Prepare on-line quote requests for Commercial Line policies
• Issue binder requests for new and renewal policies
• Verify new policies for accuracy, documents discrepancies and prepares corrections
• Issue Certificates of Insurance and Automobile ID cards as needed
• Submit change requests and follow up for endorsements
• Prepare General Liability and Workers Compensation audit statements
• Work with insureds on adherence to Loss Control Recommendations
• Follow up with insureds on potential cancellations to ensure payment to avoid interruption in coverage
• Create billing invoices for policies, endorsements and audits as needed
• Request Motor Vehicle Reports for potential new drivers and advise on acceptability
• Maintain client files on Applied EPIC

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