bpb-100

PROFESSIONAL SUMMARY: Results-driven insurance services professional with extensive experience in individual and group life, disability, and investment operations. Proven ability to manage end-to-end sales support, underwriting, client retention, and office operations for independent advisors. Highly organized, proactive, and client-focused with a strong record of increasing sales and improving operational efficiency.

LICENSES: Life, Accident & Health Insurance | Series 7 – In Progress 

CORE COMPETENCIES: Individual & Group Life Insurance | Disability (STD/LTD) | Retirement Planning | Client Acquisition & Retention | Underwriting & Policy Administration | RFP Support & Implementation | Sales Support & Executive Assistance | Staff Training & Management | Enrollments & Renewals | Claims | Escalation Management 

SYSTEMS:  AgencyBloc • Salesforce • Microsoft Office • QuickBooks • Tamarac • Redtail • NetX360 

EDUCATION SUNY 

Director of Individual & Group Life Sales / Broker

• Lead individual & group life & disability sales, contributory & non-contributory plans
• Support client acquisition through RFP’s, sales meetings, and case implementation
• Manage underwriting, applications, exams, APS follow-ups, policy review, and delivery
• Oversee enrollments, renewals, daily plan administration, and escalations
• Provide comprehensive life insurance quotes and coverage recommendations
• Ensure client retention through proactive follow-up and service excellence
• Train and manage staff; oversee life and disability claims processing
• Doubled individual life sales through disciplined lead follow-up and time management

 Executive Assistant / Insurance Broker

Supported daily operations and client service for financial advisory practice

• Prepared in-force illustrations and performance reports for client reviews
• Processed applications, service requests, and life, disability, annuity apps, and investments
• Maintained client financial records and coordinated with third-party money managers
• Reviewed and approved policies for issue

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