Gorman Insurance Personnel Consultants
Interesting Candidates
Personal Line Account ExecutiveCVP-70
Summary … Highly enthusiastic customer service professional with 6 years client interface experience. Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success. Focused and dedicated insurance professional motivated to provide superior customer service and drive sales referrals and strategic outside marketing activities. Results-oriented Customer Service Representative seeks employment with a top-tier insurance agency. Talents include relationship building, training, great motivation. Enthusiastic Insurance Sales Agent who excels at promoting long-term agency success through proactive marketing and quality customer service. Licensed Sales Producer accomplished in insurance sales, marketing and customer service. Exceptional organization, Internet savvy, experienced with Sagitta, Epic, AMS 360, Word. Excel, carrier websites and insurance rating programs
Accomplishments
- Customer Service Researched, calmed and rapidly resolved client conflicts to prevent loss of key
- Database Maintenance managing the company database, verified, edited and modified members'
- Customer Assistance Worked with carrier systems and completed all tasks, working overtime as
Personal Line Account Executive
- Interviewed prospective clients to learn about their financial needs and to discuss any existing
- Processed applications, payments, corrections, endorsements and cancellations.
- Called leads each week to expand client base.
- Developed, implemented and monitored new underwriting guidelines for the agency.
- Presented and clearly explained insurance policy options to clients based on their needs and goals.
- Followed up with potential clients regarding online information requests.
- Promoted agency products to customers in person, on the telephone and in writing.
- Prepared necessary paperwork to process insurance sales and renewals.
- Submitted up-to-date activity and production logs to agency management for review.
- Developed productive working relationships with partners in the community.
- Researched coverage and premium options and supplied clients with the best coverage available.
- Finalized and maintained all types of personal lines insurance policies within the agency.
Commercial Assistant
- Monitored multiple databases to keep track of all company inventory.
- Completed all company insurance renewals with commercial lines insurance.
- Reviewed and provided comments on the adequacy of documents and took steps to cure any deficiencies.
- Prepared correspondence, accounting and financial documents for analysis.
- Developed highly empathetic client relationships.
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