ALP-75 

OBJECTIVE: Dedicated insurance professional seeking a challenging position with a professional company where my dependability, leadership, teamwork and self motivation will serve to fulfill our mutual goals.

SKILLS

• Ability to perform tasks independently as well as part of a team.
• Excellent customer service skills.
• Conscientious, reliable and hard working.
• Proficient with the computer and online technologies.
• Bilingual ( English/Spanish)
• Strong relationship- building skills and ability to deliver customer solutions.
• Critical eye for detail.

EDUCATION       Nassau Community College, Garden City, NY (1997-2001)

Account Manager - April 2016- Present

• Managed day to day account management of an assigned book of business, including processing policies and endorsements, invoicing, issuance of certificates and claims handling.
• Built successful relationships with clients, vendors and high/middle market carriers to improve retention.
• Identified gaps in coverage and advised clients on options.
• Prepared renewal proposals, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing renewal proposals and binders,

Personal Lines Technical Assistant -  April 2014- April 2016

• Assisted clients with billing questions and processed payments.
• Prepared letters for account managers and sent out policies to insureds
• Process vehicle changes from dealing with dealers requests, issuing binders, id cards, processed changes and checked endorsements.
• Processed mortgage changes and sent binders and policies to banks.
• Reviewed daily, weekly, monthly reports such as expiration and daily downloads.

Commercial Lines Technical Assistant - April 2012 - April 2014

• Reviewed renewal lists of expiring policies and determined necessary actions
• Mailed binders and id cards when needed
• Issued renewal certificates along with daily certificates requests.
• Processed daily mail and followed up with carriers and insureds on behalf of account managers.
• Maintained account files, over-seeing that documents are attached in the system.

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