BCC-80

Licensed New York state Property and Casualty Broker 

Core Competencies

• Responsible, hardworking individual who can be an asset in any job
• Dependable team player, willing to assume high levels of responsibility

• Enthusiastic, committed, resourceful; can be counted on to get the job
• Balances workflow and priorities in an effective and timely manner
• Computer-savvy critical thinker, technology-talented, complex problem solver

• Always professional with management, customers and support staff
• Proven organization, communication and problem-solving skills 

IT SKILLS            Extensive knowledge and daily use of Applied Epic Computer System, Microsoft Word, Excel, Internet and Insurance Company interfacing

Customer Service Representative: Providing day-to-day brokerage services, Place new and renewal policies for commercial clients that pay premiums between $10,000 and $200,000. The majority of clients are School Districts, Fire Departments, General Contractors, and Local business

• Provide all brokerage day-to-day services including expediting all carrier and client requests
• Actively submit applications via carrier interface
• Process all binders, schedules, certificates, ID cards, audits and invoices
• Calculate premiums and establish payment methods
• Routinely check policies, endorsements and audits
• Customer Service Representative: Provided all day-to-day brokerage services, market placement, policy renewal and retention to 1,400 commercial clients that pay premiums between $10,000 and $300,000. The majority of clients are commercial auto and or small-middle market business

Responsibilities:

• Expedite all carrier and client requests
• Actively submit applications via carrier interface
• Process all binders, schedules, certificates, ID cards, audits and invoices
• Perform administrative tasks, such as maintaining records and handling policy renewals
• Ensure that policy requirements are fulfilled
• Calculate premiums and establish payment methods
• Experience with Business Owners Policies, Commercial Auto, Excess/Surplus, General Liability, Package, Umbrella and Workers Compensation
• Recording and administer customer and company transactions via the Applied 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