SGP-75

Licensed New York State Insurance Broker 

BUSNESS SKILLS:  Attention to detail, Strong telephone communication skills, Ability to operate under pressure 

IT Skills:  Applied Tam and Epic client management system 

Certifications:   Microsoft Word, Excel, and Outlook Business Technology Certificate 

Education       Bachelors of Business Administration

Account Executive- Personal Lines

• Daily functions included underwriting, duties, data gathering/marketing research and strategizing
• Executed new policies and renewals processes and performed with accuracy and efficiency
• Acted as a liaison between insurance companies and insureds
• Organized data in TAM systems following standard procedures post binding transaction
• Managed High Value portfolios, home, auto, flood, umbrella, and inland marine portfolios and more
• Maintained relationships with underwriters, sub-brokers and producers
• Set goals with team to maintain retention of accounts using shared knowledge and techniques
• Collaborated with colleagues to evaluate and analyze mixed lines of business
• Performed annual portfolio reviews daily and build long term relationship with clients
• Responsible for keeping track of assigned follow-up activities
• Created applicable form letters and proposals to send to clients and prospects
• Followed up for vital documentations keeping records in good standing

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