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SUMMARY

• Licensed NYS Insurance Broker
• Bachelor of Business Administration, Bernard M. Baruch College - HR Management
• Manage client, carrier and producer relationships guaranteeing retention
• Led, mentored and trained team account executives, associates and technical assistants
• Extensive coverage knowledge including but not limited to, commercial package, property, general liability, pharmaceutical, environmental/pollution, commercial auto, lease/rented equipment, scheduled equipment, construction, builders risk/installation floater, liquor liability, excess, umbrella, workers compensation, directors & officers, surety bonds, cyber liability, earthquake, flood, DBL & PFL, trade credit insurance, etc.
• Market, quote, and place new and renewal business with standard and nonstandard companies including but not limited to AIG, Chubb, Hartford, Hanover, Seneca, Travelers, Utica National, Philadelphia, Zurich, Selective, Cincinnati (CNA), Merchants, Progressive, Amtrust, Selective Flood, LiDac, and Distinguished. Plus, alternative markets include AmWINS, Brokerage of NY, Brownstone Agency, Inc., RPS Cowles & Connell of NY Inc., JLNY Group LLC, Arista Investors Corp for DBL & PFL.
• Finalize new/renewal proposals, charts and presentations.
• Gather all construction, occupancy, protection and exposure information.
• Review master certificate template for certificates with “verbiage” that is not within the policy language, contracts for insurance requirements, audits, endorsements, etc.
• Ensure all submissions and proposals are perfect when sent to companies.
• Make sure coverage standards are met
• Identify and correct coverage deficiencies
• Claims review with Insured, underwriter and internal claim manager
• Worked with programs like AURA for umbrellas over $25M.
• Computer Savvy EPIC, CSR-24, Word, Excel, Outlook and Carrier Portals

Account Executive

• Managed a book thwith a considerable number of real estate, hospitality and medical clients. Revenue $2.7M  
• Serviced a  book of construction, retail and real estate business.  Revenue $2.4M  

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