EAC-175

SUMMARY: Motivated and persistent self-starter with extensive experience in client services, new business acquisition and client development, contract negotiations, project management, new product implementation, root cause and corrective action, product support, and the ability to identify value add opportunities. Collaborative problem solver with a strong technical approach. Continuous improvement mindset with a strong belief in client relationship building, development and support. Proven track record of being able to seek out and close on significant new market opportunities for growth and development of the independent insurance agency. Excellent long-standing and relationships with carriers, brokers and clients. 

Senior Account Executive   - Team Leader (4 person service team)                                                                          2024 to Present

• Service and marketing processes for 4 Captive accounts, 35 non-captive clients, all new business for construction accounts and other prospects for agency principals.
• Focus on is marketing new and renewal business. Service includes claims reviews, risk management and presentation.
• Placement of new business accounts over $50,000 in revenue. (Successfully placed 100% of new business)

Vice President – Construction Team Leader

• Manage an $18 million income book of construction clients. Premiums ranged between $200,000 to $3.5 Million
• Provide all areas of client service including risk management, retention, marketing and brokerage services
• Lead, manage and mentor a staff of 35 professionals that has developed into an extraordinary team
• Manage WC and P&C claim teams including overseeing client advocacy and stewardship reports.

Achievements

• Set and achieve standards of excellence for each team member improving client retention to 98%.
• Successfully developed and executed a training program for onboarding eight recruits from other industries.
• Implement service team onboarding of Alera Group's West Coast acquisitions.
• Develop workflows for EPIC system including design changes, delivery, customer service and support.

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.n