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New York State Licensed Property and Casualty Broker

 CERTIFICATIONS   CLCS Commercial Lines Coverage Specialist & SBCS Small Business Coverage Specialist

EDUCATION - Associates of Arts, May 2010 

COMPUTER SKILLS: Internet savvy, experienced in navigating and rating carrier websites, Insurance Agency Management System experience includes Applied Epic, Sagitta, Image Right, Outlook, Excel, Word, etc.

Account Manager

• Prepare the renewal client’s proposal for the presentation.
• Negotiate carrier quotes to meet clients’ coverage needs to satisfy coverage requirements
• Process renewal accounts in EPIC, including submitting Surplus lines & Issuing Renewals
• Quote new business for a variety of accounts such as Auto Repair, Construction, Manufacturing
• Service current clients for their needs. Send invoices, handle financing, delivery payment to accounting

Commercial Placement Specialist,

• Prepare the client’s proposal for the producer presentation.
• Negotiate carrier quotes to meet clients’ coverage needs at the most reasonable COST.
• Develop and maintain strong working relationships with underwriters and carrier representatives.
• Communicate market response to producers.
• Facilitate submissions including supplemental applications, COPE, loss, history and target premium.
• Analyze, and create proposals for producers regarding risk and make recommendations on proper coverage.
• Bind coverage within company guidelines, update system, and maintain current files.
• Market accounts with average agency revenue of $10,000 income - $25, 000 income
• Update Salesforce to reflect the client results and commission.
• Focus on middle market placement with all lines such as Package, WC, Umbrella, Foreign package, and cosmetic products that individually generate agency revenue of $10,000-$25,000.

Commercial Lines Account Representative - Marketer

• Quoted, bound and provided new client support to $2,200,000 new business premium in 2020 .
• Create new business applications and strategize carrier
• Negotiate policy terms, conditions exclusions and rates for the client that are best
• Maintains up-to-date knowledge of marketplace
• Responsible for the day-to-day binding and supporting commercial business. Such as Professional, Construction, Auto, Foreign package, Ocean Cargo, Manufacturers, Distributors and many other classes.
• Participate in carrier meetings to strengthen relationships and understand eligibility updates.
• Collaborate with the team on servicing and marketing efforts to finalize results. 

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