OMC-160

EXECUTIVE SUMMARY: Licensed NYS Insurance Broker and highly accomplished Financial Institutions and Financial Lines executive with extensive experience developing new business, managing complex insurance programs, and advising sophisticated clients on enterprise risk solutions. Proven ability to generate revenue, build executive-level relationships, and structure customized strategies for financial institutions, private equity firms, corporations, REITs, and nonprofit organization

Experienced in leading high-performing teams responsible for substantial premium portfolios, negotiating with domestic and international insurance markets, and delivering innovative solutions that align client objectives with evolving risk exposures. 

Recognized as a trusted advisor to C-suite executives, Boards of Directors, and senior stakeholders, with a strong track record of business development, client retention, and strategic insurance placement.

Vice President – Financial Institutions

• Led new business development within Alliant’s Financial Institutions practice, advising sophisticated clients on complex insurance needs across multiple coverage disciplines.
• Managed annual production objectives of $500,000 to $1 million while developing strategic relationships with prospects, insurance markets, and internal specialty resources.
• Structured customized Financial Lines solutions by identifying coverage needs, market opportunities, and risk management strategies.

 Managing Director/PEMA 

• Selected as heir apparent to lead the Financial Lines division within the PEMA platform.
• Focused on complex General Partnership Liability (GPL) placements and related Financial Lines solutions for institutional clients.
• Leveraged Marsh McLennan’s integrated risk platform and specialty resources to create customized insurance strategies, optimize premium spend, and strengthen client partnerships.
• Built relationships with senior executives, clients, carriers, and internal teams

Senior Vice President/ Team Leader, APETS 

• Directed a team responsible for $150 million in premium placed into the global marketplace.
• Led the analysis, design, negotiation, and implementation of complex programs
• Maintained extensive expertise across Directors & Officers, Employment Practices, General Partnership Liability, Fiduciary Liability, Commercial Crime, Kidnap & Ransom, and E&O.
• Advised Fortune 100–1000 companies, financial institutions, private equity firms, REITs, nonprofits, and privately held organizations on sophisticated insurance strategies.
• Managed relationships with more than 30 domestic and international markets.
• Partnered with claims attorneys and client counsel to provide strategic guidance on complex claims, coverage issues, and evolving market conditions.

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