TAJUANA O’GORMAN

• Manage personal lines client relationships, sales, renewals, retention, endorsements, and policy changes.

• Work with standard market and surplus lines carriers, using Applied Epic, AMS, carrier portals, and rating systems.

• Strong knowledge of personal lines coverage, underwriting guidelines, carrier requirements, policy forms, and rating systems.

• Build strong carrier relationships through meetings, networking, and day-to-day collaboration with underwriters and sales teams.

• Serve as a go-to resource for team members, providing support and training on carriers, policies, raters, and agency management systems.

• Assisted with the acquisition and transition of accounts from Risk Strategies to Brown & Brown, helping ensure a smooth integration of clients, systems, and processes.

• Managed personal lines renewals, endorsements, and policy changes to ensure client coverage continuity.
• Reviewed client coverage details and identified carrier and underwriting requirements for optimal policy alignment.
• Prepared personal lines quotes using the agency management system Applied Epic, carrier portals and PL Raters.
• Implemented account rounding by cross-selling multiple lines of business to provide the best coverage for my clients and uphold excellence in my department with retention.

• Operated in a hybrid role, balancing new account acquisition while servicing existing clients.
• Cross-selling personal, commercial, life and health policies daily.
• Advised clients on life and health insurance products.
• Conducted marketing campaigns and coordinated events for client retention and new client acquisition. Attracting new clients through mailers, phone appointments, community outreach, and social media engagement.