FJP-80

SUMMARY: Licensed insurance professional, consistently surpassing new business goals and client retention expansion. 

PERSONAL LINES ACCOUNT EXECUTIVE, skilled in managing diverse portfolios and cross-selling personal lines products while streamlining operations for enhanced efficiency. Known for high productivity and efficient task completion. Possess specialized skills in client relationship management, risk assessment, and policy customization to meet diverse needs. Excel in communication, problem-solving, and adaptability, ensuring seamless service delivery and client satisfaction. Core competencies include strong communication, problem-solving, and strategic planning within high-demand environments. Knowledgeable in insurance promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company. Utilized AMS 360, Word, Excel and numerous carrier websites to administer and manage client portfolios 

MARKET EXPERIENCE: I understand the appetites and have placed business with underwriters and via carrier portals with carriers including but not limited to Chubb, Vault, Guard,One80, Johnson & Johnson, Merchants, Travelers, Progressive, Utica National, RT Specialty, Nat Gen, NBIC, Kingstone, Complex - Ocea Harbor & Sutton National, Velocity, Plymouth Rock, Hanover, American Modern, Foremost, Wright Flood, Security Mutual, FEMA, Neptune Flood, Selective, Sovereign, Tapco, Condon Skelly, Appalachian, Scottish American, Statewide, SkiSafe, etc.

Personal Lines Account Executive

• Supported large group of High =Net Worth and middle market Clients (premium up to $200,000)
• Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies
• Increased sales through consultative approach and focused relationship building with new and existing clients
• Developed and executed effective sales strategies to meet and exceed monthly sales targets.
• Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
• Counseled prospects and policyholders on coverage, limits and regulations.
• Exceeded company sales goals for new policies. (Top salesperson 5 years in a row)
• Reviewed customer accounts regularly to ensure accurate record keeping is maintained.
• Provided expert advice on risk management and helped clients choose the appropriate level of coverage.
• Collaborated with underwriters to assess risks and determine policy terms and premiums.
• Helped client’s understanding coverage options, including deductibles, limits, exclusions, and endorsements.

• Responded promptly to client inquiries regarding service issues or product information requests.
• Upsold products to policyholders and potential new clients.
• Developed excellent quotes based on risk information.
• Sought out new clients and developed clientele by networking to find new customers.

• Identified opportunities to increase sales by cross-selling additional policies or services when appropriate.

• Achieved repeat business and referrals through personalized services.
• Conducted regular reviews of existing policies to identify any gaps or areas where improvements could be made.
• Explained complex insurance terms in simple language that was easy for customers to understand.
• Utilized AMS 360, Word, Excel and numerous carrier websites to administer and manage client portfolios

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