SSC-90

Licensed NYS Property and Casualty Insurance Broker & Life and Health Agent

PROFESSIONAL SUMMARY: Experienced Commercial Lines Account Executive with 15+ years of experience specializing in commercial accounts, new business and renewal marketing, quoting, policy processing, client service, and carrier relationships. Strong knowledge of commercial lines coverage, rating, underwriting requirements, and agency management systems. Proven ability to manage multiple accounts, build strong relationships with clients, producers, underwriters, and marketing representatives, and provide timely, professional service.

COMPETENCIES

• Commercial Lines Insurance
• New & Renewal Marketing
• Commercial Property & Casualty
• Insurance Quoting
• Policy Processing
• Certificates of Insurance
• Binders & Evidence of Property
• Endorsements & Policy Changes
• Audits & Cancellations
• Broker of Record Changes
• Client & Producer Relations
• Carrier & Underwriter Relations
• Account Servicing
• Insurance Proposals
• Coverage & Rating
• Agency Management Systems
• Customer Service

EDUCATION:   Associates Degree in Business Management

Commercial Lines Account Executive

• Prepare comprehensive marketing submissions for new business and renewal accounts.
• Develop clear, concise, and professional insurance proposals for clients and prospects.
• Obtain and compare quotes through various insurance carrier websites and platforms.
• Prepare and process binders, certificates of insurance, evidence of property, policy changes, audits, recommendations, broker-of-record changes, and cancellations.
• Respond promptly to client and carrier inquiries by email, telephone, fax, and mail.
• Develop and maintain strong relationships with carrier marketing representatives and underwriters.
• Assist with training and utilization of the AMS360 agency management system.
• Coordinate with producers, clients and carriers to ensure accounts are handled accurately and efficiently.

• Managed commercial accounts from submission through quoting, binding, issuance, and ongoing servicing.
• Prepared new business and renewal marketing submissions for multiple commercial lines accounts.
• Developed clear and concise proposals tailored to client needs.
• Obtained and reviewed quotes through various carrier websites and platforms.
• Prepared and processed binders, certificates, proofs, changes, audits, BORs, and cancellations.
• Built and maintained strong relationships with clients, producers, carrier representatives, and underwriters.
• Developed strong technical knowledge of commercial lines coverage, underwriting requirements, and rating.
• Documented account activity and communications in the agency management system.
• Worked closely with the bookkeeper to address and resolve accounts receivable issues.

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