SDC-120

Licensed New York State Property and Casualty Insurance Broker 

SUMMARY OF QUALIFICATIONS

• Experienced and excellent insurance construction broker and underwriter
• Can develop positive client and carrier relationships. Works well with peers and staff
• Will deliver excellent risk management expertise, marketing, services and client retention
• Energetic, hard-working achiever, with strong listening and communication skills
• Quick learner, team player who is flexible and responsible 

Education:      Bachelor’s Degree - Major Business Management, &  Associate Degree in Business

Commercial Account Executive

• Oversaw a multi-million-dollar book of contracting accounts, designing tailored programs for clients.
• Conducted market analyses, determine compatibility, pricing, and cash flow options to place business.
• Developed new business opportunities and cross-sold alternative coverages during client presentations.
• Processed client and company requests, including certificates, binders, endorsements, audits, and billing.
• Supported clients in claim settlements and premium collections, ensuring smooth and professional service.
• Maintained accurate records using AMS 360.
• Marketed renewals and new business to various insurance carriers, rating all lines using carrier platforms.
• Issued certificates, endorsements, and policies while meeting customer service needs efficiently.
• Prepared proposals to present quotes to clients and advised on suitable coverage solutions.
• Evaluated carrier products and coverage forms to identify optimal market opportunities.
• Utilized AMS 360 to manage client and insurance company transactions.

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