CAW-130,000

Licensed New York State Property and Casualty Broker

EDUCATION:  Business Administration, Finance, Minor in Political Science  

CERTIFICATION: Commercial Insurance Service Representative (CIRS) 

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

 Commercial Lines Broker 

• Generated $250,000 in new business revenue within one year, starting with no inherited book
• Built a network of 150+ Tri-State brokers through consistent reliability and professionalism
• Achieved 162% of annual production goal
• Marketed to 20 brokers I signed up and 130 agents, to sustain submission flow
• Successfully placed business across 50+ carriers, including specialty markets and programs
• Managed technical aspects of the book, including marketing, underwriting and policy execution 

Commercial Lines, Renewal Underwriter 

• Delivered over 2,400 renewal quotes
• Remarketed renewal Business and marketed new business providing the most competitive pricing/coverage available
• Developed and maintained excellence broker relationships based on reliability and professional Implemented inspection, audit, and claim findings to address how to properly handle renewal
• Reviewed binding authority accounts to determine if they are still eligible per carrier guidelines; subsequently issued non-renewals or renewal terms

Commercial Lines, Associate Broker (December 2021- January 2024)

• Connected retail brokers with non-admitted carriers in the surplus and excess lines market
• Managed retail broker relationships by servicing client needs and handling new submissions
• Managed in-house and brokerage carrier relationships through new business submissions, referrals, and underwriting guidelines
• Managed a book of over $2M with Commercial Lines Underwriter
• Rated new and renewal business premiums within binding authority markets
• Trained new associate brokers in all aspects of the marketing process

Commercial Lines, Broker in Training 

• Advised retail brokers of estimated audits, premium indications, cancellations
• Reviewed quotations and underwriting material with Commercial Lines Underwriters

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