VYP-70

Licensed NYS Property & Casualty Insurance Broker since 2023 

BUSINESS SKILLS:

• Personable and articulate professional with a strong work ethic and collaborative mindset
• Thrives both independently and as part of a team
• Motivated and personable business professional
• Diplomatic and tactful with professionals and public
• Communicates with customers and carriers via telephone, text, email and mail
• Accustomed to handling sensitive, confidential records
• Adapt quickly to new challenges, and am a fast learner
• Computer savvy and technology talented

• Planning and organizational skills that balance work and responsibilities in a timely manner
• Letting my work speak for itself and consistently deliver reliable, high-quality results

Customer Service Representative

• Expedite client and carrier requests through to resolution, collaborating with major carriers including Travelers, National General, Hartford, Nationwide, American European, Progressive, USLI, and Plymouth
• Prepare schedules, collections, and customer record updates to ensure accurate and continuous coverage
• Assist clients with claims reporting and follow-up
• Enter detailed service notes into customer files for future reference
• Order and/or process endorsements, invoices, audits, certificates, proofs, binders, ID cards, loss policy releases, cancellations, reinstatements, and inquiries
• Manage in-house binding and handle voluntary market and assigned risk applications
• Ensure carrier compliance by implementing and documenting underwriting recommendations
• Support senior brokers by collecting, evaluating, and updating applicant information in accordance with underwriting guidelines
• Manage mid-term policy changes and documentation updates
• Serve as liaison for insured and underwriter inquiries, escalating issues when appropriate
• Utilize Hawksoft agency management to administer client files
• Train new staff on agency procedures, best practices, and customer service standards

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.n