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PROFESSIONAL SUMMARY: Client-focused, highly accomplished Licensed Property & Casualty Insurance Broker with 13+ years of experience managing multi-million-dollar portfolios. Proven ability to assess client needs and deliver timely, results-driven solutions. Skilled in negotiating with underwriters to design customized insurance programs, particularly for hard-to-place risks. Recognized for integrity, analytical strength, and a strong work ethic. Highly organized, adaptable, and collaborative, with a consistent track record of client satisfaction and retention. 

CORE EXPERTISE

• Licensed NYS Property Casualty Broker
• Comprehensive knowledge of commercial and personal lines coverages
• Extensive experience with Cargo, Real Estate, Manufacturing, Distribution, and Personal Lines clients
• Strong client relationship management, including day-to-day service, issue resolution, and retention strategies
• Effective communication and relationship-building with clients, carriers, and underwriting partners
• New business placement and renewal marketing, including negotiation of terms and pricing
• Policy administration: binders, schedules, certificates, evidence of property, ID cards, and invoicing
• Review and processing of policies, endorsements, audits, and compliance documentation
• Claims support and client advocacy throughout the claims process
• Accurate documentation and maintenance of client records and activity
• Proficient in navigating carrier platforms for rating, quoting, and policy servicing
• Professional, warm and friendly demeanor
• Able to identify and rectify potential problems 

EDUCATION:   Bachelor of Arts- Linguistics and Rhetoric

Commercial Lines Account Executive

• Managed 5 conglomerate accounts with total premiums exceeding 1 million each with 100% retention
• Marketed New Business and Renewals with Direct Carriers including, but not limited to, Chubb, Hanover, Hartford, Amtrust, Merchants, C.N.A., Travelers, Liberty Mutual, Utica First, Attune, Distinguished, Seneca, Brownstone and through wholesale brokers such as Morstan, RPS, Global Specialty, Amwins, Bass, etc.
• Provided clients with detailed Schedules of Insurance, Renewal Comparisons, and Premium Breakdown by location in Excel format that are used as templates for the office
• Updated Expiration Reports and directed weekly meetings with account updates
• Mentored junior staff members that resulted in positive feedback from clients

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