LKC-80

Licensed New York State Property and Casualty Insurance Brocker

PROFILE: Detail-oriented Client Service professional with experience supporting Account Executives in the insurance industry. Skilled in client service, data management, and policy processing. Proficient in Microsoft Excel and Word, with strong organizational and communication abilities.

KEY SKILLS: Planning and organizing | Communication | Flexible | Quick thinker | Adaptability | Problem solving | 

DESIGNATION CLCS Certificate stands for Commercial Lines Coverage Specialist (CLCS). 

EDUCATION: Bachelor’s Degree, 3 - Dean List 

Commercial Client Service Associate II

• Provide day to day brokerage client services and expedite client and carrier requests
• Prepare, rate and quota commercial polices with clients and carriers
• Processing endorsements, certificates, proofs, summaries, proposals, applications audits, rewrites, etc.
• Execute policy renewal process, ensuring accuracy, timeliness, and strong client retention
• Working understanding of client needs and preferences to deliver tailored, responsive service
• Maintained consistent client communication and participate in quarterly review meetings.
• Collaborated with executives and managers during account reviews
• Identify and resolve issues
• Accurately documented all activities within agency management systems, including document management platforms, CSR24 (certificate system), and Epic, ensuring compliance with internal workflows

Commercial Team Assistant Account Service Representative

• Deliver day-to-day client service, efficiently managing and expediting requests with clients and carriers
• Prepare, rate, and quote commercial insurance policies, ensuring accuracy and timely turnaround
• Managed service support for VIP and Middle Market accounts ranging from $2K to $400K in premium
• Assisted in the policy renewal process, ensuring accuracy, timeliness, and strong client retention
• Responded to client inquiries and resolving issues efficiently and in accordance with agency guidelines
• Performed policy processing and administrative functions to support overall account management

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