FAC-160

License NY State Property and Casualty Broker and Notary Public

Professional Skills:

• Excellent knowledge of all Commercial Insurance coverages, pricing and market/client compatibility 
• Skilled marketer with experience placing difficult risks
• Good conflict-resolution and complaint-resolving skills
• Team Player that can work independently 
• Planning and organizational skills that balance work and responsibilities in a timely manner 

MARKETING EXPERIENCE: Place and service coverage through but not limited to Berkley, Zurich, Travelers, Utica, Chubb, Cincinnati, Lloyd’s of London, Hanover, Hartford, NYSIF, AmTrust, CNA, AFM, GNY, USLI, Scottsdale  and  Wholesalers: Amwins, ARC E & S, Risk Placement Services, Program Brokerage, Preferred Concepts, AURA, RT Specialty, XPT Specialty, EUS, CRC, Freberg Environmental 

IT Skills:  Epic System, MS Office, Word/Excel/Outlook Internet savvy, numerous carrier/client websites

Account Executive: …

• Manage a book of commercial insurance accounts with premiums ranging from $20K to $4M,
• Uutilizing Applied EPIC to maintain client records, track renewals, and manage workflows.
• Oversee all aspects of client servicing with an assistant, ensuring delivery of client needs and compliance
• Issue certificates and review specifications to assess compliance and recommend coverage enhancements.
• Request and track issuance of specific policy endorsements required by project contracts or client needs.
• Provide ongoing coverage analysis and make tailored insurance recommendations to clients.
• Gather underwriting information from prospective clients to market and secure new business opportunities.
• Prepare and submit renewal applications to carriers and negotiate terms with underwriters.
• Bind coverage and coordinate the processing of premium finance agreements.

Associate Account Executive (Commercial Lines)

• Gather information and prepare marketing submissions for new business and renewals
• Review quotes to ensure insurance companies are affording proper coverage and prepare client proposals
• Analyze loss history to determine loss trends and levels of risk
• Responsible for checking the accuracy of policies, endorsements, and audits from the insurance companies
• Assist clients with questions regarding their coverage
• Follow up on outstanding items that require response
• Issue certificates of insurance in accordance with contract requirements
• Maintain electronic client folders compliant with quality control guidelines
• Process billing for renewal, endorsement, and audit premiums as needed.

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