CBC 180  

SUMMARY: Highly accomplished insurance professional with extensive experience managing large commercial accounts and advising private equity firms, publicly traded companies, and privately held organizations on complex management and professional liability risks. Demonstrated success in building and expanding books of business, negotiating competitive insurance programs, and developing long-term client relationships. 

Currently manages a portfolio exceeding $25 million in annual premium while maintaining a 95% client retention rate through exceptional client service and strategic risk management. Recognized for delivering customized insurance solutions that help clients protect their assets and achieve their business objectives. 

Licensed Property & Casualty Broker with outstanding communication, negotiation, and relationship-building skills. Experienced in leading cross-functional teams and collaborating with carriers to secure optimal coverage and pricing. Proficient in Epic, Salesforce, and Microsoft Office, with a strong reputation for professionalism, responsiveness, and results. 

LICENSES: Agent/Broker for Property, Casualty, Personal Lines, and Baggage

TECHNICAL SKILLS: Proficient with Epic, Microsoft Excel, PowerPoint, Word, and Salesforce

EDUCATION  Bachelor of Business Administration:

Large Market Account Executive Lead -

• Serve as an account executive lead for both private and public companies on the Alliant Management and Professional Solutions Team.
• Spearhead the development of Alliant’s Power and Energy team’s management liability book of business.
• Analyze and optimize client’s insurance programs for both public and privately held entities, identifying coverage deficiencies and implementing effective solutions.
• Negotiate with underwriters and the marketplace to secure competitive terms, ensuring seamless account maintenance.
• Prepare client correspondence, conduct prospective client meetings, and maintain strong relationships.

Senior Broker-       

• Advised senior executive clients for the Aon Private Equity Transaction Solutions (APETS) portfolio, with a focus on middle to large alternative asset managers.
• Managed over 60 client relationships, generating over $25M in annual premiums with a 95% client retention. Specialize in management and professional liability insurance, providing tailored risk solutions.
• Negotiated competitive pricing and best-in-class terms with insurance underwriters on behalf of clients.
• Maintained up-to-date benchmarking data, market trends, and renewal strategies to inform client advisement.

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