CIC-115

BUSINESS SKILLS

• Licensed in New York State Property & Casualty Broker
• Extensive knowledge of coverage, terms and conditions
• Account Executive / Head Underwriter managing $15 million book of Retail & Wholesale Insureds
• Always meets expectations; known for unsurpassed work ethic
• Works well in a challenging environment; good at conflict resolution
• Excels using cutting-edge technology to increase productivity
• Strong written, communication, presentation and negotiation abilities; fluent in Spanish and Portuguese
• Able to work independently or as part of a team with minimal instruction
• Microsoft Office, Excel, Powerpoint, Word and Outlook

Commercial Lines Account Executive:

• Manage a strategic portfolio of National clients driving an expanding $5M Book of Business
• Oversee full sales process from client prospecting, deal closing to long term client management & proposal renewals and all customer invoicing
• Responsible for all phases of account underwriting and loss analysis
• Manage Underwriting for entire Wholesale & Retail Divisions with a $14 Million Book of Business
• Partner directly with Adriatic Insurance Company on Physical Damage Coverage needed for the for-hire industry
• Direct binding authority for Adriatic Insurance Company & application processing for policy numbers
• Identify, establish and maintain excellent customer relations to drive current/future business
• Oversee all finance agreements and monthly invoicing on deposits for policies for over 100 brokers
• Complete binding submissions with all forms; ACORD, Part C’s, Notice of Excess Lines Placement
• Manage the creation & implementation of monthly expiration lists & cascading to over 100 brokers

Assistant Account Manager

• Assisted two producers- managed their books of business
• Expedited customer inquiries, issued certs, ID cards, processed applications, and other various tasks
• Worked one-on-one with Marketing Executives in facilitating the renewal process of policies
• Input data into SalesForce and ran monthly reports
• Prepared and organized individual insurance policies showing comparisons between coverages
• Provided guidance to other employees with less experience and offered backup support
• Helped strategize and implement team-building exercises for the office
• Implemented and ran the Planning Committee for charity events

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