PDB- 115

York State Licensed Health/ Life and Property/Casualty Broker  of Health Individual Market 

Professional Summary    Dedicated, motivated, and self-starting professional with extensive experience in outside business development. Demonstrated success in cultivating long-term and productive relationships with assigned territory. Proven track record of retaining and generating new business through leveraging key agency relationships and building new relationships through new brokers. Increase premiums through educational meetings, cross selling, building new broker relationships. Highly skilled at organizing and prioritizing activities to maximize productivity, consistently surpassing company quotas and meeting all deadlines. Delivers clear and positive presentations. and services accounts promptly, addressing any issues that arise. Equally effective as a team member. 

Education, Nassau Community College, Paralegal studies 

Technical Skills:  Internet Savvy Proficient in Health Connect, Zwayve Portal, Outlook, Word, Excel, CRM, Constant Contact, SalesForce4 Teams Word Excel, webexConcur

 Territory Sales Manager: Directed and expanded broker relationships across Suffolk, Dutchess, Putnam, and Ulster Counties, driving consistent premium growth in statutory disability and ancillary commercial insurance products. Managed a $14M book of business and a territory of 1,000 registered brokers. 

Built trusted partnerships with property & casualty brokers, positioning NY DBL/PFL, Dental, Vision, Term Life, Hospital Cash, and EAP solutions within commercial accounts. Partnered with underwriting to deliver competitive new business and renewal pricing. 

Revitalized underperforming territories by re-engaging 25% of inactive brokers and onboarding 40 new broker relationships, resulting in a 25–30% increase in territory revenue and over $1M in new annualized premium. 

Provided hands-on broker support including training, joint sales calls, closing assistance, RFP support, book transfers, and agency acquisitions, ensuring seamless transitions and high client retention. Conducted regular broker and staff meetings, lunch-and-learns, and compliance updates to strengthen engagement and pipeline activity. 

Maintained expert-level knowledge of NY DBL/PFL and PFML requirements across mandated states to ensure regulatory compliance and market alignment. Utilized Salesforce to manage pipeline, territory strategy, and performance tracking. Consistently met or exceeded monthly and annual sales goals while delivering high-touch service and issue resolution in collaboration with internal teams.with internal departments and drive timely resolution to maintain satisfaction and strengthen relationships

Broker-Employee Benefit Consultant

Identify, pursue, and deliver new business opportunities by proactively soliciting prospects through strategic networking, referral partner development, targeted marketing initiatives, and the effective use of professional and personal relationships. Prepare and present tailored sales proposals and quotations to corporate executives, while building and maintaining strong relationships with key decision-makers to achieve both new business and renewal objectives. Implement product marketing strategies aligned with sales goals, and provide ongoing service and support to client stakeholders—including owners, CFOs, procurement specialists, and HR professionals—to resolve day-to-day issues and service needs. Consistently expand and diversify a client base of local businesses

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