HBP-80 

Licensed New York State Property and Casualty Broker and Life Accident and Health Agent 

OBJECTIVE: Seeking to utilize my existing insurance knowledge, communication and sales talents developed in my prior experiences and background in the personal lines insurance space to secure and develop a long-term knowledge, understanding and career within the insurance industry. 

PROFESSIONAL SUMMARY: Seasoned Insurance Broker with a strong background, delivering high quality Customer Service by accurately assessing client needs and recommending the most useful policies 

CORE COMPETENCIES: Provide courteous client services including coverage analysis, marketing, renewals, endorsements, policy reviews, schedules, ID cards, certificates, proofs, claim assistance, cancel rewrites, etc.

• Sell new clients, round existing clients and upgrade customers to provide better coverage
• Resolve customer conflicts
• Excellent knowledge of all Personal Line coverages
• Prepare applications, rate and quote with over 20 carriers
• Leadership, Agency Operations and Key Account Management experience 

TECHNOLOGY: Internet savvy. Strong working experience with EPIC management systems, MS Word, and Outlook, Rate, quote, administer and renew policies with more than 25 carrier portals, including but not limited to Chub, Pure, AIG, Nat Gen, Travelers, Hartford Ocen Harbor, Sutton Natl, Sage Sure, Cabrillo, Hippo, Spinnaker, Progressive, Kingstone, Neptune, etc

EDUCATION   Bachelor of Arts (B.A.) in Finance,

Personal Lines Director: Managed book of middle market and High Net Worth clients. including operations, renewals and sales processes to generate growth. Cultivated relationships with carriers and wholesalers to deliver exceptional customer service to new and existing clients. Directed and trained colleagues on systems including Applied Epic as well as daily operations of the business.  

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