LLC-125 

Licensed New York State Property and Casualty Insurance Broker 

SUMMARY Commercial Property & Casualty professional with 10+ years of experience delivering client advocacy, renewal execution, and placement strategy for complex commercial insurance programs. Proven ability to own day-to-day client engagement, coordinate service delivery, partner with broking and sales to navigate market change, and deliver retention-focused outcomes. Deep expertise in coverage analysis, renewal strategy, negotiation support, and executive-level client communication across multi-office and multinational accounts.

CORE COMPETENCIES: Placement Strategy & Execution | Market Strategies | Renewal Strategy | RFP Development | Pipeline Management | Cross-Functional Collaboration| Brokering | New Business Support | Executive-Level Communication & Presentations | Problem solving | Process Improvements | Mentorship

TECHNICAL PROFICIENCIES: Commercial Insurance | Property | Casualty| Umbrella & Excess Liability | | | Directors / Officers | Cyber | Employment Practices Liability | Commercial Auto | Workers Compensation | Business Owner Policies | General Liability | Professional Liability | Benchmarking | AI Systems | Risk Analysis | Salesforce | Customer relationship management (CRM) | Risk Identification / Mitigation | Compliance | Legal / Regulatory Guidelines | Microsoft Office Suite 

EDUCATION: … Finance and Banking    

New Business Commercial Risk Advisor

• Owned client onboarding, engagement, escalation, and renewal readiness through full account transition.
• Executed placement strategies aligned with client risk profiles, carrier appetite, and market conditions.
• Built strong domestic and international underwriter relationships to deliver better pricing and coverage.
• Placed complex professional lines including Cyber, E&O, and Management Liability.
• Led end-to-end new business execution: sales, quoting, brokering, binding, and early service.
• Negotiated pricing, terms, and deal structures with clients, brokers, and wholesalers.
• Advised SMB and mid-market clients ($10K–$100M revenue) as a single point of contact.
• Managed U.S. subsidiaries of global accounts, aligning local placements with global programs.
• Drove 165% Q2 revenue growth, 51% lead-to-bind ratio, and $5.168M in premium written.
• Expanded franchise accounts through cross-sell strategies and risk education.
• Ensured binding accuracy, policy issuance, and compliance with carrier and client agreements.

 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