MAC-80

Licensed NYS Property and Casualty Insurance Broker and Life & Health Agent 

PROFESSIONAL SKILLS:

• Good knowledge of all Commercial coverages
• Strong sales and client relationship management
• Service, round and renew Commercial Clients insurance portfolios
• Skilled marketer with experience placing difficult risks
• Prepare applications/accord forms, rate and quote with over numerous direct markets
• Provide all client services including Risk analysis,  underwriting support, marketing, binders, ID cards, Certificates, etc.
• Communicate with customers in a clear, pleasant and professional manner
• Good conflict-resolution and complaint-resolving skills
• Team Player that can work independently
• IT SKILLS:  Proficient in Epic Microsoft Office (Word, Excel, PowerPoint, Teams) Sunfire,
• Convoso, Humana Vantage, CMS.gov, Cross-platform proficiency (Windows & Mac) 

EDUCATION: BUSINESS SCHOOL,  January 2017 Grad

Associate Account Executive

• Support team leader in managing a diverse book of business including Property, Liability,
• Commercial Package, Auto, and Workers’ Compensation policies
• Prepare and process insurance applications, endorsements, and policy documentation with accuracy and efficiency
• Analyze client exposures, prepare applications, obtain quotes, and negotiate premiums with underwriters
• Present new business and renewal proposals to clients
• Provide day-to-day client service, resolve issues, and organize underwriting data to assess risk

Licensed Sales Agent

• Developed and executed sales strategies to meet and exceed targets
• Built strong client relationships while delivering high-level customer service
• Assessed client needs and recommended appropriate insurance products
• Conducted policy reviews and advised on updates and coverage improvements
• Processed applications and maintained knowledge of industry trends and regulations

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