ETC-105

New York State Insurance Brokerage License

Professional Skills:

• Good knowledge of all Commercial and Personal coverages
• Service, round and renew both direct and wholesale clients
• Skilled marketer with experience placing difficult risks
• Prepare applications/accord forms, rate and quote with over 25 direct markets
• Provide all client services including marketing, binders, ID cards, Certificates, etc.
• Can operate as a retail broker or wholesale underwriter
• 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 

INDUSTRY RELATIONSHIPS: Carriers and wholesalers include but not limited to: Travelers, Chubb, Liberty Mutual, Hartford, Hanover, Utica, ShelterPoint, Attune, Assurant, Allianz, AmTrust, CAN, USLI, Seneca, Great American, Clear Blue, New Empire Group, Ohio Security, Tower, ACE, Associated Mutual, ,Adirondack, Interboro, Kensington, Kingstone, Otsego Mutual, Utica, Wright National Flood, Ocean Harbor, Hyundai, Dongbu, Stillwater, USU, Narragansett Bay,  Roundhill/Union Mutual, RT Specialty, RPS, ARC, CRC, Brownstone 

Computer Skills:  Sagitta, AMS 360, Applied TAM, Strong skills in Word, PowerPoint and Excel

EDUCATION:          Associates Degree MARY

Marketing– Executive  Retail Brokerage

• Market and place various types of risks with direct markets as well as Excess & Surplus Lines markets
• Successfully negotiate new business and renewals with carriers and wholesalers to retain accounts
• Effectively complete Acord forms and supplemental Applications for renewals
• Thoroughly review and compare quotes forms (exclusions and enhancements);contracts and agreements
• Communicate with carriers, wholesalers and clients in professional and efficient manner
• Effectively complete Affidavits and in house applications
• Prepare new business and renewal proposals
• Handle monthly renewals in a timely fashion
• Review accounts to remarket upon renewal
• Maintain Agency Management System (Sagitta)
• Work effectively to meet deadlines

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