Gorman Insurance Personnel Consultants

Interesting Candidates

High Net Worth Account Executive

MRP70

SUMMARY: Customer Service professional and Administrative Assistant with 20 years of experience. Proven ability in managing multiple tasks, administrative operations, client service and team player 

NYS Property & Casualty Insurance Broker and NYS Notary Public 

INSURANCE SKILLS

  • Excellent knowledge of High Net Worth and Personal Line coverage, client servicing and underwriting including expertise supporting Coastal homes, COC, Fine arts, watercraft, etc.
  • Experience submitting applications, quoting, rating and servicing policies
  • Sell, service, round and renew clients
  • Retain clients by providing courteous service and using conflict resolution skills
  • Skilled marketer with considerable experience placing difficult risks
  • Prepare applications/accord forms and quote with over 20 direct markets including but not limited to Chubb, PURE, AIG, Berkley One, Cincinnati, Progressive, Travelers
  • Provide all client services including marketing, binders, ID cards, property proofs, etc. 

PROFESSIONAL BUSINESS SKILLS:

  • Professional, warm and friendly
  • Communicates with customers in a clear, pleasant and professional manner
  • Good conflict resolution and complaint resolving skills
  • Team Player that can work independently
  • Planning and organizational skills that balance work and responsibilities in a timely manner 

IT SKILLS:    Computer savvy, Applied Epic, MS products, Internet quoting, rating with over 20 carriers 

EDUCATION:      Business Management

 

High Net Worth Account Executive

  • Supporting clients that pay above $50,000 premium
  • Manage high volume of clients
  • Underwrite business, remarket, daily services, renewals, endorsements, billing, etc.
  • Account round existing clients with all lines of insurance

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