KSCR-140 

PROFESSIONAL SUMMARY: Accomplished Commercial Lines Insurance Professional with 25 years of experience managing and servicing complex middle-market and large commercial accounts. Currently licensed in Property & Casualty, with TRIP and CRIS designations and actively pursuing the CRM and CIC professional designations. Proven expertise in account management, marketing, risk analysis, client retention, and team leadership.

Remotely managed a portfolio of more than 800 commercial accounts representing over $40 million in premium volume and approximately $5 million in annual revenue. Extensive experience analyzing insurance risks, negotiating with carriers, developing competitive insurance programs, and delivering strategic coverage solutions that meet clients' evolving business needs.

Recognized as a strong leader with a hands-on management style, successfully leading service teams by establishing performance goals, implementing incentive programs, conducting training sessions, and driving daily operational strategies to improve client service and productivity. Experienced in collaborating with producers, underwriters, carriers, finance companies, and clients to ensure exceptional account service, retention, and profitability. 

IT SKILLS proficient with AMS360, TAM, and Epic Agency Management Systems, Microsoft Word, Excel, Outlook, and other Windows-based applications. Known for exceptional communication, and multitasking abilities. 

Senior Account Executive (Remote)

• Support, market manage and retain 800 accounts, $40 million Premium, 5 million income
• Manage service team by setting goals, creating training sessions and offering incentives
• Inspect and analyze insurance risk; evaluate degree of risk involved
• Research carrier appetites to determine if they fit the needs of our clients
• Negotiating quotations, formatting Proposals for Producers on all new business and renewals
• Interact with customers and carriers to provide information and response to inquiries
• Interact with customers, carriers, and finance companies to handle all billing and servicing of designated book of business. Including, but not limited to processing change requests, reviewing and, if necessary, disputing all policy audits, issuing Certificates of Insurance, assisting with handling of claims and periodic coverage reviews to determine the needs of the clients are continually being met

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