DDP-115

Licensed New York State Property/ Casualty Broker 

SUMMARY: Eighteen years personal lines insurance experience with a focus on high-net-worth, VIP and middle market clients. Experienced at critiquing insurance portfolios to maximize protection, loss control and evaluate premium cost. Skilled at negotiating rates based on clients’ unique characteristics, territory, exposure, and security protection.  An insurance executive with a strong professional background capable of managing complex clients and/or team of Personal Line account managers. 

IT SKILLS: Internet savvy and proficient with  Epic, ImageWrite, Microsoft Office, Word, Excel, policies and procedures of various companies such as, but not limited to Chubb, Ace, Pure, AIG, ,Hanover, Shore One, Encompass, Travelers, Hartford, Cincinnati, Berkley One, Andover, Excess Line Placement and Flood programs

Team leader (2019-Present)

• Personally service 800 middle market and high net worth clients while managing a team of seven’
• market, renew and retain roughly 6,000 mid- market and high-net-worth clients
• Maintain close relationships and resolve all conflicts with over 30 Persona Line markets
• Lead and mentor a team of seven Personal Line account managers
• Participate in the on-boarding and training of new team members
• Act as a technical and workflow resource for the team by maintaining data systems, portals, customer relationship management, policy management systems, addressing and resolving all issues
• Mentor, guide, educate and assist team members to reach their full potential
• Conduct Employee Quarterly Check-ins, coaching sessions, and creating individualized coaching plans
• Meet with management to evaluate employee performance and behavior issues
• Participate in extracurricular team building activities which may occur outside of office hours
• Perform other duties as assigned 

Account Executive Private Client Division 

• Provide quality service to HUB’s larger personal lines clients and other related Personal Lines clients
• Actively review all client renewals, cancellations, non-pay notices and change requests as assigned. A secondary objective is to achieve new and additional sales targets as requested by management.
• Make calls to companies when problems/questions pertaining to clients arise
• Update all renewals in the EPIC system including policy applications and policy billing screen
• Process all renewals/change requests/cancellations from various sources including Chubb My Alerts and daily communication logs
• Enter all appropriate activities in the EPIC system in conjunction with processing
• Send policies to history and make clients inactive, when appropriate
• Send letters to clients confirming specific policy activity.

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.ne