FRC-80

Licensed New York Property & Casualty Broker 

Assistant Account Manager with hands-on experience servicing high-end Real Estate and and condominiums throughout New York City. Skilled in client service, insurance operations, policy administration, and supporting umbrella program renewals for large and complex property portfolios.

Known for professionalism, responsiveness, strong attention to detail, and advanced proficiency in Microsoft Office applications. Passionate about production, brand development, sales, and contributing to the growth and success of the organization.

IT Skills: Internet Savvy, Proficient in Image Right, AMS, CSR24, EPIC , carrier websites, MS Office (Excel, Word, PowerPoint and Social Media

EDUCATION:       Bachelor of Science in Finance 

Assistant Account Manager

• Issue and review high-volume Certificates of Insurance and Schedules of Insurance for luxury condominium and cooperative clients across New York City.
• Manage invoicing, billing, and policy audits for multi-layered insurance programs, coordinating with finance teams to resolve discrepancies and ensure timely premium payments.
• Design and maintain advanced Excel trackers for policy renewals, umbrella allocations, premium breakdowns, and carrier documentation across over 150 buildings.
• Play a critical role in the successful renewal of a $10 million umbrella insurance program consisting of over 130 buildings, supporting all phases from data collection and marketing to execution and delivery of policies, evidence of insurance, and payments.
• Collaborate daily with producers, account managers, and underwriters to secure quotes, issue binders, and process endorsements with precision and efficiency.
• Respond to urgent client and lender requests, providing real-time policy documents, loss runs, and compliance documentation under quick turnaround times.
• Train and mentor new interns by teaching servicing workflows, COI issuance, Excel processes, and documentation standards to ensure smooth onboarding and team integration.

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