LYC-75

Licensed NYS Property and Casualty Broker - Life and Health Agent with CLCS Designation 

OBJECTIVE: Highly self-motivated, energetic and notable team player who is articulate, presentable and professional with experience handling all Commercial Line products and clients’ needs seeks to apply demonstrated sales and customer service skills with an agency to create a lasting career 

EDUCATION  Bachelor of Science, June 1998 - 

Commercial Associate Account Executive

• Market, remarket, bind, place, process and service Commercial auto, package, mono line, general liability, EPL, PPL, cyber, crime, and inland marine policies with carriers and wholesalers
• Review and compare new and renewal policies with expiring policies to provide winning proposals
• Contact insured to perform policy reviews and gather information necessary to obtain proposals
• Process policy changes and endorsements by carrier portal or contacting underwriters and/or wholesalers
• Expedite client/carrier requests, binders, documents, inspections, certificates, audits and invoices
• Review, manage and prepare renewals 60 days in advance
• Generate numerous Certificate of Insurance
• Utilize EPIC management system updating, renewals, proposals, client data and uploading

Commercial Lines Customer Service Representative

• Worked closely with Commercial dept manager to service and manage Commercial accounts
• Handled renewals on commercial accounts including contacting the insured to perform policy reviews
• Generated and completed between 20-30 certificate of insurance requests daily
• Reviewed schedules, endorsements, certificates and forms to ensure compliance with each request
• Assisted with cross-sell opportunities by identifying needs and making product recommendations     
• Worked with multiple carriers online portals for servicing and quoting
• Utilized Hawksoft agency management system, Microsoft Word, and Excel to administer client records
• Customer service duties included answering phones, handling billing inquiries, and issuing policies

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