SGPRO 400

Insurance Broker 

• Produced and managed a $5 million premium book of business developed primarily through close personal relationships and referrals, consisting of approximately 60% commercial lines and 40% personal lines, with a strong focus on high-net-worth clients.
• Managed a portfolio of 150+ active clients, including more than 50 high-net-worth individuals and families, providing comprehensive insurance solutions across commercial and personal lines.
• Analyzed clients' insurance needs and developed customized coverage strategies tailored to their unique risk profiles, assets, businesses, and personal circumstances.
• Built and maintained strong relationships with multiple insurance carriers to provide clients with competitive coverage options and customized insurance programs.
• Maintained a 95%+ client retention rate through proactive account management, personalized service, regular communication, and ongoing coverage reviews.
• Conducted comprehensive risk assessments and annual policy reviews to identify coverage gaps, emerging exposures, and opportunities to enhance protection and expand accounts.
• Built a client base of 200+ personal and commercial insurance clients through a combination of cold calling, networking, referrals, and relationship-based business development.
• Consulted with clients to assess insurance needs, obtain competitive quotes from multiple carriers, and present tailored coverage recommendations.
• Met with prospective clients to evaluate exposures, explain coverage options, and present customized insurance solutions designed to meet their specific needs. 

Managing Director

• Managed and supported insurance producers in driving new business, increasing sales, and retaining profitable accounts.
• Developed and maintained a strong book of business through networking, client referrals, prospecting, and strategic cold calling.
• Successfully cross-sold multiple lines of insurance to existing clients, expanding account relationships and increasing revenue per client.
• Guided clients through the claims process, serving as a trusted advocate while collaborating with underwriters to facilitate policy approvals and resolve coverage issues.
• Consulted with prospective and existing clients to identify their insurance needs and educated them on policy features, coverage options, and benefits.
• Strengthened client relationships through personalized service, proactive account management, and a commitment to long-term retention.

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