PBB-150

Can bring $500,000 income in three large Group Clients 

EXECUTIVE PROFILE Customer Success & Insurance Executive with 10+ years of experience managing enterprise-scale insurance programs and high-value client portfolios exceeding 350,000+ members. Proven leader in strategic account management, retention strategy, and full lifecycle insurance program execution across group benefits and individual life products. Recognized for driving revenue growth, improving operational efficiency, and strengthening long-term stakeholder and carrier relationships. 

ACCOUNT LEADERSHIP: Strategic Account Management • Enterprise Client Success • Relationship Management

INSURANCE OPERATIONS: Group Benefits • Life Insurance • Underwriting • Policy Administration • Renewals

REVENUE GROWTH: Sales Expansion • Pipeline Management • Cross-Sell / Upsell Strategy

CLIENT SUCCESS: Retention Strategy • Claims Resolution • Escalation Management • Member Experience

EXECUTION: RFP Development • Enrollment Management • Process Improvement • Compliance Oversight

SYSTEMS: Salesforce • AgencyBloc • Redtail • Microsoft Office • QuickBooks

LICENSES: Life, Accident & Health Insurance License

EDUCATION:  SUNY Farmingdale – Farmingdale, NY

Director of Individual & Group Life Sales / Broker | Enterprise Account Leadership & Growth

• Led strategic oversight of large-scale labor union benefit programs including IAFF Ancillary Benefits (350,000+ members) and NYSPFFA (17,000+ members)
• Managed full lifecycle insurance programs: acquisition, implementation, renewals, and ongoing service delivery
• Built and maintained executive-level relationships with union leadership, advisors, and carriers

Revenue & Retention Performance

• Drove revenue expansion through proactive account management and identification of new business opportunities
• Increased individual life sales by 2x through structured pipeline and improved client engagement strategy
• Strengthened retention through consistent service execution and relationship management

Operations & Execution

• Managed enrollment, renewals, and policy administration ensuring accuracy, compliance, and efficiency
• Served as escalation point for complex claims and service issues with timely resolution
• Coordinated across carriers, underwriting teams, and advisors to ensure seamless program execution
• Implemented process improvements that reduced turnaround time and improved service delivery

Leadership & Collaboration

• Trained and mentored staff to improve client service, responsiveness, and operational performance

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