SKC-85

Professional Summary : Results-driven insurance professional with extensive experience in account management, client relations, and risk assessment. Adept at managing a diverse book of business, servicing high-value real estate accounts, and delivering top-tier brokerage support. Skilled in cultivating strong business relationships, negotiating with carriers, and ensuring seamless policy administration. Proactive problem solver with a “roll up my sleeves” attitude, unwavering work ethic, and commitment to excellence. 

Certifications & Additional Skills

• Licensed New York State Property & Casualty Insurance Broker
• Strong interpersonal and communication skills
• Detail-oriented with a focus on accuracy and efficiency
• Exceptional ability to multitask in high-pressure environments 

Technical Skills

• Proficient in EPIC, AMS 360, and CSR24 for client records and transactions
• Rate and quote with over 15 carriers, wholesalers, and specialty markets
• Skilled in Microsoft Office Suite (Word, Excel, Outlook) and Adobe Acrobat
• Experienced in analyzing loss runs, creating loss summaries, and reviewing MVR reports
• Strong knowledge of underwriting processes, policy documentation, and compliance procedures

Associate Account Executive

Manage a portfolio of small to mid-size real estate clients ($50,000 to $500,000 premium) and provide comprehensive brokerage support to large multi-state real estate developers ($2M–$3M premium).

• Assist EVP with marketing and client management for some of HUB’s largest accounts
• Handle a broad portfolio including Property, General Liability, Excess Liability, Commercial Package, Professional Liability, Cyber, Auto, and Workers’ Compensation policies
• Facilitate policy renewals, marketing submissions, and new business quoting
• Negotiate pricing and terms directly with underwriters and wholesalers
• Prepare ACORD and supplemental applications for new and renewal accounts
• Review policies for accuracy, coverage adequacy, and rating calculations
• Process endorsements, billing invoices, finance agreements, and surplus line filings
• Create and present customized insurance proposals to clients
• Expedite client and carrier requests, ensuring timely issue resolution
• Conduct training sessions for employees

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