CCC-85 

PROFESSIONAL SUMMARY: Licensed New York State Property & Casualty Broker, Life & Health Agent, and Notary Public with over 17 years of experience in the insurance industry, including commercial and personal lines. Experienced in working with multiple insurance carriers, servicing and retaining accounts, preparing applications, invoices and policy documentation, obtaining and negotiating quotes, and providing exceptional customer service. Strong relationship-building and communication skills with a proven ability to develop new business and maintain long-term client relationships. and providing bilingual support when needed. Experienced in fast-paced agency environments, meeting business goals, supporting team members, and helping staff adapt to new systems.

Associate Account Executive

• Supported the team leader in managing a diverse commercial book of business, including Property, Liability, Commercial Package, Auto, and Workers' Compensation.
• Prepared and processed insurance applications, endorsements, policy documentation, invoices, and related account materials.
• Analyzed client exposures, prepared applications, obtained quotes, and negotiated premiums with insurance underwriters.
• Assisted with new business and renewal proposals and presentations to clients.
• Provided day-to-day client service, resolved account issues, and organized underwriting information to support account management and placement decisions. 

Licensed Insurance Agent 

• Managed policyholder accounts with Nationwide, MetLife, Allstate, Travelers, Progressive, Kingstone, Ocean Harbor, Safeco, and other insurance carriers.
• Processed vehicle additions, replacements, and removals; mortgagee changes; policy updates; and related account transactions.
• Reviewed customer needs and recommended appropriate coverage while identifying opportunities to upsell and cross-sell additional insurance products.
• Processed certificates of insurance, evidence of property insurance, and DB-120 forms.
• Prepared quotes with multiple carriers and consistently followed up with prospects and customers throughout the sales process.
• Developed a strong Hispanic customer base and provided bilingual assistance to Spanish-speaking clients, including helping customers navigate the claims process.
• Assisted in training staff when Nationwide introduced new platforms and coached employees on new company systems and procedures.
• Provided bilingual customer service and support using Applied TAM and other agency systems.

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