VMC-

Licensed New York State Property and Casualty Insurance Broker 

COMPETENCIES:

• Resilience… Steps up to tackle tough assignments.
• Drives Results … Consistently achieve results through problem solving.
• Instills Trust … Gains the confidence & trust of others through honesty, integrity & authenticity.
• Customer Focused … Builds strong relationships and delivers customer centric solutions.
• Drives Engagement … Helps create a positive and engaging work environment.
• Cultivates Innovation … Creates new and better ways for revenue growth and client retention.
• Decision Quality …  Make good and timely decisions that drive efficient workflows.
• Mentorship …      Support the growth and development of others through teamwork

Account Executive                                                                                                            

• Responsible for marketing and servicing a variety of larger commercial clients including real estate, parking garages, construction, food & beverage distribution, manufacturers and non-profit organizations.
• Ensure clients are tended to including processing policies/endorsements, invoicing, certificates of Insurance, premium breakdowns, ID cards, audits, claims, renewal preparation, etc.
• Work closely with producers and owners on the servicing of larger accounts and new business. 
• Mentor and supervise multiple Account Assistants in the handling of daily tasks
• Establish, cultivate and manage relations with clients; as well as carrier partners and internal resources.
• Identify gaps in coverage and advise prospects and clients with options; as well as coverage needs.
• Responsible for loss analysis, providing coverage comparisons, review of policy forms, claims reporting etc.
• Manage the renewal process for all assigned and prospective clients including loss trend analysis, the negotiation of renewal pricing, stewardship reporting and preparing and delivering the renewal proposals. Grow book of business through networking and referrals to identify prospects, and cross-selling.
• Support sales team with new business meetings and implementation of new clients.
• Review and resolve client disputes regarding complex underwriting and claim issues
• Ensure internal compliance and client disclosure requirements, policies, endorsements, and certificates meet client expectations, legal requirements, and insurance operations.
• Support training initiatives for new service and sales teammates.
• Utilize Epic management system, Word, Excel and carrier websites to market and manage client’s policies.
• Train new employees, for internal system EPIC.
• All other duties as assigned.

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

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