GAP-100

Licensed New York State Property and Casualty Insurance Broker since, February, 2019

EDUCATION: Bachelor of Science May 2014

PROFESSIONAL    EPIC LEAP Commercial Sales Skills Refinement Program, 2019

IT EXPERIENCE:      Salesforce, EZLynx, Sagitta, EPIC, ImageRight, Online insurance carrier rating systems, Microsoft Office Suite & LinkedIn Social Networking and Sales Navigator

Account Executive/Producer

•  Responsible for managing an existing book of business particularly in personal lines Upper-Middle-Market and High-Net-Worth.
• Responsible for driving new business within Personal Lines.
• Proficient with utilizing major carrier raters like Chubb, PURE, Cincinnati and BerkleyOne for marketing, remarketing and endorsements.
• Communicate with clients via phone and email to service their insurance needs.
• Generate and present proposals for annual renewals across all lines of business.
• Exceeded all cross selling objectives to maximize account rounding.
• Proficient with utilizing EPIC on a daily basis for managing all client activity.
• Generate all of my own submissions for all Surplus Lines clients.
• Hold monthly cross selling classes for the other Account Executives where I teach them how they can capitalize on cross selling opportunities.
• Quote, present and sell all of my own new business opportunities as a producer.
• Network with Centers of Influence to drive new business referrals

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