CJC-95

Licensed New York State Property and Casualty Broker & Life and Health Agent

BUSINESS SKILLS 

• Able to identify and resolve problems effectively
• Professional, pleasant, diplomatic and discreet when dealing with others
• Capable of motivating others and exceed at conflict resolution
• Accustom to handling sensitive, confidential records
• Team player that can work independently
• Thorough planning and organizational skills
• Thrive in fast paced environments
• Sharp, innovative, quick learner with proven ability to adapt quickly to any challenge
• Proactive, responsive and dedicated to meeting team goals 

IT SKILLS:   Internet savvy, experience rating, quoting and administering policies via carrier portals and Bridge management system. Expert with Word, PowerPoint & Excel, Outlook, etc. 

EDUCATION:     Finance Concentration, 2021 - Dean’s List

Greater New York Middle Market Commercial Risk Solutions  Marketing Representative

• Partnered with broking teams to structure and place complex commercial P&C programs with best-in-class carriers, aligning coverage with clients’ current operations and long-term risk strategies;
• Managed and marketed accounts with premiums up to $2.5M
• Negotiated and brokered renewals for a $50M+ book of business across diverse and highly technical industries, including Financial Institutions, Real Estate (Urban Residential & Commercial), Construction, Builders Risk, Higher Education, Chemical Manufacturing, and Bio-Pharmaceuticals
• Drove middle market growth by identifying and internally advocating for prospective clients, strengthening pipeline development and cross-functional collaboration 

Greater New York Middle Market Associate Account Representative

• Delivered comprehensive brokerage support, including coverage analysis, client servicing, and relationship management for a diverse middle market portfolio
• Led renewal strategy execution, including client presentations and negotiations, ensuring optimal coverage and pricing outcomes
• Advised clients on risk management and insurance program design, tailoring solutions to evolving operational and contractual requirements
• Managed full lifecycle account servicing, including client communications, policy administration, marketing submissions, and placement coordination
• Built and maintained strong agency and carrier relationships, working closely with insurers, underwriters, and wholesalers to secure competitive terms
• Conducted detailed contract reviews to ensure compliance and alignment with existing insurance coverages

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