PLC-90

Licensed New York State Insurance broker and Real Estate Salesperson 

Qualifications: Ten years of progressive experience, culminating in high-level accountability within sales and service-oriented professions. Four years in the insurance industry and three years in the nursing industry. Expertise in management of customers that encompass the planning, selling, and maintaining a strong client base. 

Business Skills  

• Responsible, hardworking individual who can be an asset in any job
• Fast learner, reliable, ability to work independently as well as part of a team
• Dependable team player, willing to assume high levels of responsibility
• Ecellent analytical, communication, leadership and interpersonal skills
• Proficient in Microsoft Office (Word, Excel, Powerpoint and Outlook)
• Self-motivated, friendly with a positive attitude
• Well-organized and responsible
• Excellent interpersonal sales and service skills
• Strong written and verbal communication skills 

Account Executive Experience

• Service, round and retain Personal and Commercial clients including artisans, professionals, real estate, lessors, retailers, distributors, restaurants, BOPs, mom & pop shops, etc.
• Educate clients and potential clients on insurance options
• Calculate rates, quotes, prepare proposals and write both personal and commercial policies with Travelers, Chubb, Hartford, Hanover, CNA, Amtrust, Guard, Utica First, Utica National, Nationwide, Liberty Mutual, Nat-Gen, Kingstone, Morstan, Amwins, Seneca, etc. and several wholesalers
• Build & maintain relationships with insureds and insurers
• Achieve required sales goals every week
• Assist existing customers with the selection and purchase of new policies
• Create & organize suspense to follow up with day-to-day requests.
• Process renewals, order loss runs, MVRs, Schedule of Insurance, etc.
• Invoice policies and endorsements
• Issue Certificates, ID cards, Proof of coverage, etc.
• Sustain good working relationships with underwriters, carriers, agents and co-workers.
• Proactively follow up with customers after the sale to guarantee customer satisfaction
• Utilize Applied Epic, Hawksoft, AMS 360 software, Microsoft Office and carrier websites to place business & administer client portfolios
• Education: Community College - A.A.S. for 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.net