DDC-85

License New York State Property and Casualty Broker

PROFESSIONAL SUMMARY: Account Executive with over 6 years of experience in account management, specializing in optimizing client insurance needs and enhancing satisfaction through precise policy administration. Proficient in AMS360 and MS Office, offering strong communication and analytical skills to resolve client issues effectively. Committed to leveraging expertise to drive business growth and foster trust with clients and carriers.

BUSINESS SKILLS 

• ·         Able to identify and resolve problems effectively
• ·         Professional, pleasant, diplomatic and discreet when dealing with others
• ·         Team player that can work independently 
• ·         Thorough planning and organizational skills
• ·         Sharp, innovative, quick learner with proven ability to adapt quickly to any challenge
• ·         Proactive, responsive and dedicated to meeting team goals
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IT SKILLS: Internet savvy, experience rating, quoting and administering policies via carrier portals and                   AMS 360 management system. Expert in Microsoft (Word, PowerPoint & Excel, Outlook, etc.)

Commercial lines Account Manager: Manage commercial accounts with a focus in professional lines

• Optimize coverage and provide risk management to assigned clients.
• Handle policy changes, ensuring seamless administration.
• Resolve client issues with data analysis, client education and conflict resolution.
• Boost service quality, achieving notable client satisfaction.
• Apply analytical skills for effective problem-solving.

Account Executive  Managed a diverse book of middle market clients

• Managed client insurance needs, ensuring seamless renewals and policy administration.
• Collaborated with leaders to complete renewals, enhancing client satisfaction and retention.
• Maintained client records, processing changes efficiently to support business operations.
• Explained policy coverages, resolving inquiries to strengthen client relationships.
• Developed professional relationships, fostering trust with clients and insurance personnel.

Account Coordinator Supported team of Large Commercial & Law Account Executives. 

• Created correspondence including: final audits, binders, renewals, and other routine communications
• Prepared renewal solicitations for Division
• Entered accurate client information into agency management system and exported data as needed
• Partnered to create, maintain, and audit client and prospect data throughout various agency systems
• Processed change requests, followed up with carriers, reviewed endorsements and generated invoices
• Prepared Notices of Cancellations/Reinstatements and processed final cancellations
• Issued certificates of insurance and evidences of property
• Updated driver, equipment and vehicle schedule and made MVR requests if required

 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