BVC-90

Licensed New York State Property/Casualty Broker 

SUMMARY: Licensed insurance professional with 5+ years Commercial and Personal insurance expertise. Thrives in fast-paced environments, recognized for outstanding interpersonal, organizational, and analytical skills. Demonstrated success in exceeding customer expectations and building long-term relationships with clients and carriers. 

CORE COMPETENCIES

• Comprehensive knowledge of Commercial and Personal insurance products, including: Commercial Property, General Liability, Pollution Liability, Professional Liability, D&O, BOP, Builder’s Risk, Commercial Auto, Excess Liability, Umbrella, Workers Compensation, Disability, etc. 

• Expertise in servicing diverse clients such as contractors, artisans, restaurants, retailers, churches, day care centers, and real estate businesses with annual premiums ranging from $5,000 to $1.5 million. 

• Skilled in analyzing underwriting data to design cost-effective insurance programs for small, middle-market, and high-net-worth clients. 

• Proficient in AMS 360, Applied Epic, Salesforce, Microsoft Office (Outlook, Word, Excel) 

KEY ACHIEVEMENTS

*** Developed and implemented tailored insurance programs for businesses across the tri-state area.

*** Successfully managed accounts with annual premiums exceeding $1.5 million

*** Established and maintained strong relationships with clients and carriers, resulting in long-term growth

EDUCATION:      Bachelor’s in Commerce, Diploma in Computer Engineering

Account Executive | Serve as broker-underwriter, supporting small to medium Commercial and Personal lines accounts

 Commercial Lines

• Quote in direct and indirect markets via carrier portals, ACORD forms, and supplemental documents
• Manage binding, finance arrangements, endorsements, cancellations, and payments
• Provide COI’s and negotiate terms with wholesalers
• Specialize in a variety of industries: Contractors with action-over, Churches, Restaurants, Daycares, Retail businesses, Gas stations, and Commercial properties
• Carriers include Utica National, Merchants, Employers, Nat Gen, Amtrust, Lancer/Granada, Progressive, Associated Mutual, Utica First, Wholesalers include AMWINS, BASS, RPS, RT, Wholesure, WH Green, ISC 

Personal Lines:

• Generate leads, gather client information, and prepare quotes on carrier portals
• Handle binding, issuing IDs, endorsements, cancellations, rewrites, and proofs of insurance
• Carriers include Chubb, Safeco, Progressive, Countrywide, Utica National

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