ARPRO 125 

SUMMARY Results-driven insurance professional with 14+ years of success generating profitable growth across personal lines, life, commercial, and high-net-worth markets.

• Proven track record of building, scaling, and retaining books of business through consultative selling, disciplined underwriting, and strong carrier partnerships.
• Recognized for aligning client risk management strategies with carrier profitability, while collaborating effectively with centers of influence (COIs), underwriters, and executive leadership.
• Experience includes agency ownership, producer development, and leveraging data, CRM platforms, and AI tools to drive performance.

CORE COMPETENCIES

Business Development & Revenue Growth            •              Underwriting & Carrier Relations

Relationship Management & COI Development      •              Client Retention & Cross-Selling

High-Net-Worth & Complex Risk Placement           •              CRM Analytics & Sales Strategy

Team Leadership & Producer Mentorship               •              Marketing & Pipeline Development

EDUCATION:       Bachelor’s Degree –

PROFESSIONAL DEVELOPMENT Sales/ Marketing Certifications (Liberty Mutual, Allstate, Epic Brokers)

CRM & UNDERWRITING PLATFORMS: Sagitta, ImageRight, HubSpot, Salesforce, Bolt 

EXPERIENCE 

Producer / Vice President | Private Client Advisor Client Advisor

• Advise high-net-worth and business clients on complex personal and commercial P&C risk
• Structure tailored insurance programs in collaboration with underwriters
• Manage and grow a profitable book through consultative selling, and cross-line marketing
• Utilize AI tools, HubSpot, and carrier analytics to streamline submissions, track pipeline activity
•  Managed and underwrote insurance portfolios for affluent individuals, executives, and athletes.
• Designed complex, multi-line programs across property, auto, valuables, and umbrella coverages
• Supervised service staff and new hires to maintain high standards of client service

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