T Sims Location: Long Beach, CA 90803 ... ganizational and interpersonal skillsGoal to be part of an organization emphasizing integrity, growth and teamwork, while encouraging and challenging each member's talents and experiencesProfe ssional ExperienceAccoun t Manager CAN Insurance Services Los Angeles, CA 6/08-current * Maintain/expand book of business (non-profit organizations) in Southern California regionAccount Executive Brown & Brown of California Orange, CA 4/06-11/07* Maintained/expan ded book of business* Helped develop quality control procedures, systems* Shared supervision of department assistantsAccoun t Coordinator Andreini & Company Irvine, CA 1/04-4/06* Developed marketing, file document and ...
97 hits
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J Ferguson Angell Location: San Juan Capistrano, CA 92675 ... ree Bates Business College; Tacoma Washington ACCOMPLISHMENTS: Appointed with Allstate, Farmers, Premier one, Symetra Life;the Auto ClubLIfe Agent and Fire/Casualty Broker-Agent EMPLOYMENT HISTORY:04/1992 to 04/2002 Class Act Motorhome Rentals..Owner12 /1999 to 07/2005 Allstate Insurance exclusive agent07/2005 to 01/2006 Insurance Specialist large brokerage..FSC proficient;Mercu ry,Kemper,Safeco , Hartford, Chubb, etc..on line application procedure/quotin g 01/2006 to 07/2006 State Farm Agency Producer08/2006 to 11/2006 Real Estate training/sales11 /2006 to present the Auto Club PROFESSIONAL AFFILIATIONS:Cal lic 079174 since 1999Le Tip; South County Chambers of CommerceADDITION AL INFORMA ...
95 hits
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M Daniel Location: San Carlos, CA 94070 ... or multinational and regional commercial insurance brokerages. Decisive, project oriented, troubleshooter that recognizes the importance of an effective infrastructure, for an organizations sustained success. Senior Management / Operations • Established / managed full service offices for international and regional insurance brokers; Reed Stenhouse International, The Garlington Group, Western International, Primary Risk and Calco/EPIC. • Accountable for strategic planning, objectives, forecasts, production, project and team management. • Created public relations campaigns and strategies to expand market share and company image internally and externally. Production / Risk Managem ...
93 hits
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B Kline Location: Antioch, CA 94531 ... 2002 - Present - Insurance Broker- Sales- Licensed Agent- Knowledgeable in Home Owner, Auto, Life, Disability, Renters, Mobile Homes and Motor Craft- Also servicing all personal lines Allstate Insurance Account Agent San Pablo, CA May 1979 - October 2002 -Sold and serviced accounts throughout the East Bay-Operated and managed sales staff for 7 years-Created strong customer base with a claim ratio of 85% Golden State Mutual Life Staff Manager Oakland, CA March 1973 - May 1979 -Promoted to staff manager and the supervisor of 7 agents-Serviced the East Bay with Life and Disability insurance- Awarded staff manager 4 out of 6 years nationally. Golden State Mutual Li ...
91 hits
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S De Alba Location: Thousand Oaks, CA 91360 ... mpany guidelines and state filings. Reviewed quote offers and negotiated terms. Developed proposals and completed binding of new/renewal terms. Reviewed new/renewal policies, endorsements, serviced and maintained existing policies. Processed client requests for coverage changes; evidence/certifi cates of insurance. Created coverage summaries; extensive premium allocations. Maintained and performed daily diary system including accounts receivable, monthly expirations, audits, claims service/loss history. Maintained client paper and computer file as per company requirements and guidelines. Evaluated driver record(s) for insured with regard to eligibility within insurer's guidel ...
89 hits
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J Negrete Location: Fullerton, CA 92832 ... roject Management and Research & Strategic Planning, I am confident that my passion and degree of skills along with my experience will enable me to make a difference with your organization. Employment History Farmers Insurance Group, Arcadia, CA 11/01/09-Present Customer Service RepresentativeDi rect responsibility for following-up on agency leads to solicit and induce; recommending different types of coverage and limitsPreliminar y negotiations; including providing quotes, payment options, applicable discounts, etc.Responsible for entering into a contract of insurance; signing a ...
87 hits
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E Shafiee Location: Daly City, CA 94014 ... p benefits with Guardian Life. Work successfully with both Risk and Processing Underwriters and quickly comprehends product knowledge, handling objections and finalizing sales. Considered to have the ability to deal with diverse populations successfully. Strengths include:Time Management Outstanding Organization Active Listener Problem Solving Operational Efficiency Self Motivated PROFESSIONAL EXPERIENCETHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, San Francisco, CA 1992 - 2009 Product lines include Life, Medical, Dental, Disability, Vision and Voluntary products.Senior Sales Associate/ Group Employee Benefits: 1997 - 2009Work closely with my assigned sales representative in al ...
85 hits
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J Mcginley Location: San Jose, CA 95128 ... s Licensed property and casualty broker with over 13 years successful commercial insurance sales and risk management experience as National Director of Marketing and Sales. Developed and Advertised National Property Casualty program for Human Social Service organizations to include: Fleet Auto, G/L & P/L, Medical Malpractice & Property coverage program for treatment provider organizations and their physicians specializing in addiction medicine and drug and alcoholism treatment and all related Human Social Services. Acted also as Director of Marketing and Sales for MGA (Stateco Insurance Services) for Specialty Program Business, Contacting, Brokers, Coaching/Trainin g Brokers on the S ...
83 hits
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L Jordan Location: Suisun City, CA 94585 ... r providers, groups, vendors, and patients. Experience with all types of software programs regarding Collections, Billing (UB04, UB92 & 1 500), Administrative, Accounting, Software Training, follow-up, charge entry adjustments, data entry, and cash posting. Skilled in working with Cubs, Suncoast, PACE, IReSS, ChartMaxx, eBoutique, Citrix, NFR (National Field Representative), Ivans, Medi.Com/WebPort al, Flordia Shared, SSI, DSG, Cirius, Ibex, Medicity, HealthLogic, MediSoft, Premis, Peoplesoft, QuickBooks, Solomon, Odyssey, emdeon, Medical Manager, MediFinance, Lastword, ACE, Pbar, MediTech, Amysis, Webmats, Circius, Premis, SMS, SAP, MS4, MAS90, MAS500, AS400, IDX, MDX, Isuite ...
81 hits
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L Pearson Location: Compton , CA 90222 ... year Insurance Underwriting Veteran with comprehensive knowledge and experience. Exceptional capacity to multitask and manage competing priorities while fostering delivery of superior client management and care in high pressure environment. SUMMARY OF QUALIFICATIONS ü 20+ years of successfully working with property manager, contractors and franchisees Accurate information manager using AMS/ Redshaw, Delphi, and Microsoft applications Decisive Dynamic team player, superb mentor, inspires employees to reach peak performance and productivity Outstanding communication and presentation skills Passionate and eager to contribute to the organizations long term goals Relatio ...
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