OMC - 85

Licensed New York State Insurance Broker 

SUMMARY: Experienced commercial and personal lines professional with a strong background in customer service, renewals, remarketing, billing, endorsements, certificates, and risk management reviews. Experienced supporting commercial books of business and high-net-worth and while working with leading insurance carriers and agency management systems. Known for sound judgment, organization, multitasking, and responsive client service. 

CORE COMPETENCIES: Commercial Lines Customer Service  •  Renewal Reviews  •  Remarketing  •  Risk Management Reviews  •  Certificates of Insurance  •  Endorsements  •  Billing & Account Service  •  High-Net-Worth Client Service  •  New Business & Renewals  •  Carrier Underwriting  •  AMS Systems

COMPUTER SKILLS: Carrier portals. Applied EPIC & Tam, AMS 360 & Sagitta, MS Office, Word, Excel 

EDUCATION:   A.A. Degree, June 1998 

Commercial Lines Customer Service Representative

• Manage, market, service renew and retain a commercial book of construction, real estate, hospitality and typical Long Island businesses.
• Provide timely resolution to client questions and needs.
• Issue certificates of insurance and process endorsement requests accurately and efficiently.
• Conduct risk management reviews to identify coverage considerations and support appropriate solutions

Private Client Advisor

• Client advisor responsible for all aspects of customer service for the High Net Worth division including new business and renewal remarketing. 
• Underwriting experience with AIG, ACE, Chubb, Cincinnati, Progressive, Navigators, Nat Gen Premier, Zurich, Universal and Excess Markets.
• Promoted after one year from Customer Service Representative to Senior Account Executive responsible for VIP accounts.

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