CJP-65 

SUMMARY: Insurance professional with 10+ years of Personal Lines Account Management experience, recognized for building lasting client relationships and delivering tailored insurance solutions. Consistently exceeded sales targets by 25% through proactive outreach and exceptional customer service. Skilled in policy management, claims processing, and improving customer satisfaction. Experienced in working with multiple carriers, providing a deep understanding of diverse products and underwriting guidelines to secure the best solutions for clients in a brokerage setting.. 

TECHNICAL SKILLS: Microsoft Office Suites (Word, Excel, PowerPoint, and Outlook), Carrier websites EZLynx, Agency Management System and CRM Software 

EXPERIENCE

• Quote and bind using rating software EZLynx for multiple carriers ensuring accuracy and compliance
• Processed new business applications, endorsements, renewals, certificates, billing and claims
• Oversee policy account servicing, verifying data accuracy and making necessary adjustments
• Collaborated with carrier personnel to ensure timely and efficient claims resolution for clients
• Help train new team members in insurance products, sales techniques, and company procedures 

ACCOMPLISHMENTS

• Increased new sales by 30% through effective client needs assessments and targeted sales strategies
• Increase the client base by 30% through cross-sales and upselling and new business development.
• Contributing to the overall success of the process. 

EDUCATION: Bachelor of Science Degree in Business Administration| 

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