AGC225

SUMMARY: Accomplished Property & Casualty broker and senior account executive, carrier relationship manager, and business transformation leader with a proven track record of delivering comprehensive risk management strategies primarily across Property & Casualty, and Management and Professional Liability lines of business, including cyber. Experienced as both an individual contributor as a Senior AE managing books of $3m in revenue, and in managing high-performing teams of account executives and brokers of up to 10 professionals overseeing a combined $22M book of revenue of middle market clients focusing on Property and Casualty while supporting all lines. Highly focused on process improvements, renewal strategy delivery enhancements, and carrier relationships targeting appetite alignment, new business and renewal deal flow targets, and overall partnerships. Extensive experience collaborating across underwriting, claims, analytics, risk control, and all other relative product and service teams to deliver the best-in-class products and services to our clients. Recognized for strengthening executive-level relationships with clients, carriers, and internal stakeholders while improving retention, growth, placement outcomes, and operational efficiency. 

Prior to recent commercial insurance experience, served as a Professional Services Leader and Senior Project Manager within the Big 4 management consulting industry focusing in capital markets, banking, and private equity relationships. Led and delivered large-scale business transformation and process improvement initiatives across global, matrixed organizations, partnering with senior business, operations, and technology stakeholders to design and implement scalable, repeatable operating models and technology-enabled solutions. Experienced in managing complex, cross-functional workstreams and building effective relationships with client stakeholders to drive alignment, execution, and adoption of enterprise-wide initiatives across distributed teams and geographies.   

EDUCATION: Bachelor of Science, Business Economics,

Complex Risk / Reverse Flow, SVP - Key Account Executive (2023-Present )

Tasked with identifying areas of operational improvements and new business growth initiatives across the Manhattan branch’s Complex Risk & Reverse Flow books of business. Focused on P&C carrier relationships, revenue growth, process optimization, and alignment of team functions with business development objectives. 

Key Responsibilities & Achievements:

• Responsible for the growth and retention of a $3m book of business across the CORE (complex risk – middle market) and Reverse Flow books. Negotiate, design, and implement Property & Casualty product lines for all accounts with revenues (not premiums) between $20K - $1m, and responsible for overseeing the renewals and processes of: Management and Professional liability lines, Cyber liability, Surety, Claims handling and Risk Control for the accounts within my book.
• Reorganized team assignments and account distribution based on strengths, expertise, and client needs.

• Identified areas of synergy to streamline the renewal process and client service workflow.

• Designed and implemented new business and retention performance targets for account executives.
• Identified accounts and opportunities to cross-sell Employee Benefits. Closed 1 deal in my book worth $120K in revenue
• Exceeded year 1 new business and “white-space” growth goals by 20%.

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