KMC-90

PROFESSIONAL SUMMARY: Licensed and accomplished insurance professional with extensive commercial line experience servicing insurance  brokerage commercial clients, relationship management, and account retention. Demonstrated success managing complex accounts across diverse sectors, including real estate, nonprofit, financial, and technology. Skilled in policy analysis, cross-department collaboration, and designing comprehensive commercial insurance programs that drive client satisfaction and long-term retention. Recognized for deep expertise in professional and cyber liability lines and for building trusted relationships with small to middle-market clients. Currently seeking to contribute as a Senior Client Services professional within a dynamic brokerage firm. 

LICENSES: Property & Casualty (NY) • Life & Health (NY & multiple states) • Certification in Long-Term Care

EDUCATION: - MBA (Finance) , BA (Communication Studies; Business Minor) 

IT SKILLS: EPIC • Microsoft Office • LinkedIn for Business Development • Carrier Rating Platforms Including but not limited to Hartford, Travelers, CNA, Utica, Andover, Nationwide, AmTrust, Philadelphia, and numerous wholesalers 8- Present

Account Executive / Producer – Commercial & Life Insurance 

• Service, market, renew, and expand a portfolio of commercial accounts across technology, real estate, finance, professional services, and nonprofit sectors, with annual premiums up to $200K and a 95% client retention rate.
• Rounded client portfolio & produced commercial, personal and life business that increased business by $100,000.  
• Design comprehensive commercial coverages including property, casualty, professional liability, employment liability and international exposures for middle-market clients.
• Coordinate coverage analyses, proposals and mid-term policy adjustments.
• Collaborate with underwriting and service teams to ensure accurate coverage placement, timely renewals and high client satisfaction.
• Lead cross-department collaboration to enhance account rounding and client retention.
• Developed advanced cyber insurance expertise through collaboration with cybersecurity firms, data privacy attorneys, and managed service providers.
• Partnered with a cybersecurity firm to conduct coverage audits for hedge funds, private equity, manufacturers and fintech companies, identifying gaps and recommending enhancements (2023–present).
• Represent the firm at professional associations and conferences to promote industry expertise and strengthen relationships.

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