TNC-125

SUMMARY: Motivated, team-work oriented and responsible licensed New York State Property & Casualty Insurance broker with significant experience in customer service, quoting and marketing seeking a position with an established firm where I can apply my dedication, knowledge, and experience to contribute to the success and growth of the company.

 TECHNICAL SKILLS: EPIC, Microsoft Windows 10, Outlook, Word, Excel, AMS360, multiple carrier websites

Commercial Lines Account Executive

• Manage and service a commercial lines real estate book of business; book approximately $5 million.
• Collaborate daily with assistant to handle tasks efficiently.
• Prioritize and organize workflow
• Provide detailed review of risks upon renewal.
• Prepare renewal proposals including coverage analysis and present to insured Correspond with and maintain a good rapport with insureds.
• Coordinate with Producers on accounts when necessary
• Knowledge of multiple carrier appetites. Market, quote and place existing business with Travelers, Hartford, Andover, Merchants, CNA, Amtrust, Liberty Mutual, Guard, Great American, Glencar/New Empire, USLI, Lancer, Brownstone, Distinguished, Seneca, Philadelphia, Core, Balance, Aspyre .
• Utilize wholesalers when needed; RT Specialty, AmWins, Morstan, Heffner, Bass Underwriters.
• Gather all renewal information including exposures, completed, applications, statement of values, loss runs and updated financial reports.
• Process service requests and follow through for completion

Commercial Lines Account Executive

• Managed and serviced a commercial lines book of business that included: auto repair, chain restaurants, construction, lessors’ risks, contractors; book approximately $1.5 million.
• Marketed, quoted and placed new and existing business with Travelers, Hartford, Merchants, Guard, Liberty, Amtrust, Utica National, Lancer, Appalachian, Nationwide, Philadelphia and Progressive
• Worked with wholesalers on surplus risks: RT Specialty, Scottish American/Novatae, RPS, RMS
• Collected all information to quote new business including exposures, current premiums,
• Completed applications and loss history.
• Obtained all renewal information and processed renewals per monthly expiration list.
• Utilized insurance knowledge to round accounts, cross-sell and up-sell.
• Prepared proposals including coverage summaries and reviewed with insured.

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