CCC-80

Professional Summary: Bilingual insurance professional with over 17 years of experience in commercial and personal lines insurance. Extensive background working with multiple carriers, managing client relationships, servicing accounts, and generating new business growth. Skilled in coaching, leadership, communication, problem-solving, and sales. Proven ability to build strong customer relationships, increase retention, and develop business within the Hispanic community. Licensed in Property & Casualty, Life, Accident & Health insurance, with a Notary Public License. Authorized to work in the United States for any employer.

Licenses & Certifications

• Property & Casualty License
• Life, Accident & Health License
• Notary Public License
• Bilingual: English / Spanish

Core Competencies

• Commercial & Personal Lines Insurance
• Client Relationship Management
• Account Servicing & Retention
• New Business Development
• Sales & Cross-Selling
• Underwriting Support
• Policy Processing & Documentation
• Certificates of Insurance
• Team Coaching & Training
• Problem Solving & Critical Thinking
• Bilingual Customer Service (English/Spani

Associate Account Executive, Commercial Lines

• Support team leadership in managing a diverse commercial book of business including Property, Liability, Commercial Package, Auto, and Workers’ Compensation policies.
• Prepare and process insurance applications, endorsements, renewals, and policy documentation accurately and efficiently.
• Analyze client exposures, prepare submissions, obtain quotes, and negotiate premiums with underwriters.
• Present new business and renewal proposals to clients.
• Provide day-to-day client service, resolve coverage issues, and maintain strong client relationships.
• Organize underwriting information and assist in evaluating risk exposures.

Licensed Insurance Agent

• Manage commercial and personal lines accounts with carriers including Nationwide, MetLife, Allstate, Travelers, Progressive, Kingstone, Ocean Harbor, Safeco, and others.
• Assist clients with policy changes including adding, replacing, or removing vehicles, mortgagee changes, and policy updates.
• Process certificates of insurance, evidence of property forms, Workers’ Compensation certificates, and DB120 forms using Applied TAM.
• Prepare and market quotes with multiple carriers while following up by phone and email to close sales opportunities.
• Cross-sell and upsell insurance products to meet client needs and increase agency revenue.
• Built a strong Hispanic customer base by providing bilingual customer service and claims assistance.
• Assisted Spanish-speaking clients throughout the claims process to ensure understanding and satisfaction.
• Helped train agency staff during Nationwide platform transitions and coached employees on new carrier systems.
• Consistently worked in a fast-paced environment while meeting agency goals and service standards.

 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