DJPCBK

Licensed New York Property & Casualty Broker and Notary Public 

OBJECTIVE: To obtain a position with an  established broker, where I can be a member of a team, gain experience and utilize my skills to the fullest while achieving company objectives and increasing mutual growth and success

Assistant Account Representative… Licensed Personal and Commercial broker assisting underwriting staff with problems, conflicts, overload data entry, etc.

• Office Administrator responsible for regulatory compliance, administration, supplies, vendors, licensing, etc. 
• Bookkeeper …  support all accounting Insurance accounts payables/ receivables, general ledger and invoicing 
• Enter, renew and bill policies using Vertafore AMS360
• Reconcile premium accounts payable /receivable
• Process commission statements
• Pay all bills
• Record bank transactions using QuickBooks & AMS 360
• Maintain client, personnel and payroll files
• Prepare year-end tax reports and 1099’s
• Renew insurance licenses
• Order supplies and deal with vendors
• Complete producer agreements and agency appointment requests
• 12 years of personal insurance servicing writing, rating, quoting, renewing and invoicing
• 12 years assisting with the supporting, rating, quoting, renewing and invoicing of commercial policies
• Develop and present proposals to existing and prospective clients
• Issue insurance certificates, ID cards, endorsements, property affidavits,
• Expedite client and Company Requests
• Utilize AMS 39 software and carrier websites to maintain client files, policies and payment history
• Look up property records, compute replacement costs and offer quotes

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