BRC-100 

Licensed New York State Property/ Casualty Broker

SUMMARY Licensed NYS P&C Insurance Broker with 2+ years of commercial lines experience at top-tier brokerages, complemented by 4+ years of B2B sales excellence. Currently managing a book of business exceeding 100 accounts in both admitted and E&S (non-admitted) markets. Proven track record managing the full account lifecycle from renewal strategy and complex property schedule review to client issue resolution and account profitability. Known for building trust-based relationships with senior decision-makers and delivering measurable results in competitive environments. 

IT SKILLS             MS Office (Word, Excel, PowerPoint, Sagitta, ImageRight and insurance carrier platforms

EDUCATION         Associates of Science: Digital Media Arts  

Associate Account Executive — Commercial Lines

• Manage a book of 100 mid-market, real estate, construction, and contractor clients
• Servicing complex property schedules in both admitted and non-admitted markets
• Lead the full renewal lifecycle for assigned accounts
• Develop renewal strategies, review policy coverage and endorsements,
• identify coverage gaps, and coordinate clients and carriers
• resolving coverage questions, premium discrepancies, and claims
• coordination to maintain high client satisfaction and retention
• Maintain account folders and documentation using Applied EPIC, ensuring data accuracy and audit-readiness; process endorsements, invoicing, and policy changes with precision in collaboration with accounting

 Associate Producer, Business Insurance         

• Analyze client data to identify potential risks and recommend tailored insurance solutions
• Manage multiple client accounts, ensuring timely submission of proposals and deadlines
• Interpret insurance data and prepare client-facing reports summarizing findings and recommendations
• Contribute to strategic planning meetings with insights on market trends and competitive pricing
• Execute cold outreach strategies to initiate and develop new business relationships
• Completed a comprehensive 4-month training program in client servicing, including preparation of insurance schedules, certificates, proof of coverage, ID cards, and risk management protocols

Key Achievements

• Generated and presented leads to 15+ prospects with annual premiums exceeding $500,000
• Secured opportunities with high-value prospects, including a $1.2M telecommunications company and two $1.5M contractors

 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