BAP-135

Licensed New York State Property and Casualty Insurance Broker and Life and Health Agent 

SUMMARY Licensed Property & Casualty Insurance professional with extensive experience managing Private Client and High-Net-Worth personal lines portfolios for affluent individuals. Proven ability to maintain strong relationships, assess complex risk exposures, and deliver insurance solutions tailored to the unique needs of High-Net-Worth clients, ensuring retention and portfolio growth. 

CORE INSURANCE & CLIENT SKILLS

• Client Relationship Management & Retention
• Risk Assessment & Coverage Analysis
• Property & Casualty Operations
• Policy Renewals, Endorsements & Cancellations, Claims Processing, Support & Resolution

SALES & GROWTH

• New Business Development
• Cross-Selling & Upselling
• Policy Quoting & Underwriting Support

PROFESSIONAL & OPERATIONAL

• Regulatory Compliance & Licensing
• Confidentiality & Professionalism
• Time Management & Multitasking

 TECHNOLOGY Applied EPIC, TAM, AMS360, MS Office, Salesforce, ImageRight, Reference Connect

 EDUCATION     Bachelor Of Economics 

Account Executive…  Responsible for servicing all personal line programs, including Homeowners, Valuable Articles, Auto, Umbrella, Yacht, and Excess Liability for affluent and high-net-worth personal insurance clients.

• Provide customized risk management solutions and ensure exceptional customer satisfaction.
• Build and maintain, trust based relationships with high-net-worth individuals, family, offices, & their advisors.
• Serve as the primary point of contact for all policy, coverage, and service needs.
• Conduct detailed reviews of client assets and exposures to develop tailored insurance programs using carriers such as Chubb, PURE, BerkleyOne, AIG Private Client, and Cincinnati Private Client.
• Review renewals, endorsements, cancellations, and remarketing efforts to ensure continued alignment with clients evolving risk, profiles, and lifestyle changes.
• Coordinate with carriers and adjusters to ensure prompt claim resolution and client satisfaction.
• Identify gaps or overlaps in existing coverage and recommend enhancements to protect complex property, collections, and liability exposures.
• Partner with producers, underwriters, and risk consultants to deliver comprehensive and innovative solutions.
• Maintain accurate records within agency management systems and ensure adherence to carrier and regulatory requirements.
• Support cross-selling and referral initiatives, contributing to a consistently high retention rate (typically 95%+) among Private Client accounts.

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