GOC-70

New York State Licensed Insurance Broker 

Results-driven Commercial Insurance professional with a proven track record of growing and retaining accounts through a client-focused, consultative approach. Demonstrated ability to identify opportunities where others may not, delivering tailored Property & Casualty solutions that drive client satisfaction and long-term relationships. 

Highly analytical, organized, and adaptable, with strong expertise in servicing complex commercial risks. Known for exceeding client expectations from initial engagement through post-placement service. A persuasive communicator and self-starter with extensive industry knowledge and the ability to build rapport with clients and underwriters. 

CORE COMPETENCIES

Commercial Lines Account Management                    Client Relationship Development & Retention

Policy Review & Coverage Recommendations             New Business Submissions & Marketing

Risk Analysis & Coverage Placement                         Carrier & Underwriter Relations

Problem Solving & Strategic Thinking                        Administering client portfolios 

TECHNICAL SKILLS: Applied Epic / TAM, Carrier Rating Platforms, Microsoft Excel & Word 

EDUCATION:    Master of Arts (M.A.), Education

                         Bachelor of Arts (B.A.), History

CPCU COURSEWORK:    Successfully completed 7 CPCU exams 

IT SKILLS:  Applied / Tam, Company Rating Systems, Comparative Rate, Microsoft Excel and Word 

Education        Passed 7 CPCU Exams

                         M.A. in Education - B.A. in History

Commercial Lines Account Manager: Manage and service a $1M+ commercial book of business including contractors, restaurants, retail, and Main Street accounts. Prepare new business submissions, proposals, quotes, certificates, and evidence of insurance. Maintain strong relationships with clients and carrier partners to ensure retention and service excellence. Utilize Applied Epic and multiple carrier platforms to manage accounts efficiently

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