BAW/c-70

Business Skills

• Professional, warm and friendly relations with clients, companies and staff
• Results oriented, dependable, professional, experienced in customer service
• Sense of initiative and able to identify potential problems
• Strong multi-tasking skills, can prioritize and handle large volume of work
• Professional presence and excellent communication skills
• Excellent analytical skills with focused attention to details
• Thrive in fast paced environment
• Works well independently and as part of a team

TECHNOLOGY   Experience working with EPIC, ImageRight, MS Office, Excel, PowerPoint, Word, Outlook Internet savvy, experienced rating, quoting and administering polices via carrier portals

Assistant Account Executive 

• Process all new and renewal business and enter into appropriate computer applications and
• Prepare files 90 days before renewal with loss history, renewal
• Market accounts 90 days before renewal to ensure best coverage is
• Process change requests, audits, endorsements, cancellations, reinstatements and issue to
• Update all logs and computer applications upon policy
• Invoice all agency-billed policies and endorsements
• Check policies for accuracy and issue to broker
• Follow up with broker for outstanding documents as needed

Assistant Commercial Lines Account Manager 

• Process change requests through various carriers and issue endorsements to
• Issue Evidence of Property, Vehicle, and Equipment
• Receive audits from carriers and advise insured of any changes to premium
• Process and issue Auto ID
• Run Monthly Reports to compile expiring policy information for distribution among
• Maintain Marketing List and update Proposal for
• Update TAM applications upon policy
• Check policies for accuracy and assemble policy books to be delivered to
• Complete any other task as directed by

Policy Services Assistant 

• Respond to client requests and provide certificates of liability in a timely
• Create strong relationships with clients to ensure customer-friendly
• Order loss runs and assemble marketing books with appropriate material for
• Run MVRs of prospective drivers to be listed on insured's auto policies, advise insured if prospective hire meets carrier guidelines.
• Maintain various paper policy files and marketing

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