MGC-105

SUMMARY OF QUALIFICATIONS: With a solid educational foundation in Physical Education Teaching and Coaching from Queens College and a Property and Casualty Insurance License from GEICO, my career took a strategic turn into the insurance industry. Over 4 years at Cornerstone Insurance Services, I excelled in retaining clients and expanding business through effective negotiation and problem-solving strategies. Harnessing these core competencies, I contributed to renewing and marketing our clientele’s insurance policies, ensuring their needs were met with precision and care. Business development became a natural extension of my role, where I applied my knack for fostering relationships and securing customer loyalty. 

Attributes

• Establish outstanding client relationships and loyalty
• Excellent verbal and written communication skills
• Excellent knowledge of Commercial Insurance
• Working knowledge of personal line coverages
• Provide all client services including quoting, marketing, renewals, etc.
• Takes first claim reports and advises clients
• Strong sense of initiative and able to identify potential problems
• Can administer, prioritize and handle high volume desk
• Strong computer skills including Applied Epic as well as insurance programs and websites 

Account & Retention Executive

• Managed internal office operations, including new business processes, policy servicing, and endorsements.
• Collaborated with clients to introduce new products and modify existing policies to meet evolving needs.
• Quoted policies for current & prospective clients from insurance carriers and presented tailored proposals.
• Reviewed commercial policies, recommending additions or revisions to address changing requirements.
• Cultivated strong client relationships through effective communication and in-person meetings.
• Conducted annual policy reviews to ensure information was current and coverage remained appropriate.
• Calculated premiums and established payment methods to facilitate seamless sales transactions.

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