P Caron Location: Cape Coral, FL 33904 ... ng diverse facets of insurance sales operations and products. Strong communicator with dynamic training and management abilities.~~~~~~ ~~~~~~~~~~~~~~~~ ~~~~~PROFESSIONA L EXPERIENCE~~~~~~ ~~~~~~~~~~~~~~~~ ~~~~~1/2001 - Present - Paul W. Caron & A ssociates, Inc. Wolfeboro, NHAgency Owner, $162,000 current annual income.Accomplis hments:Earned Agency Achievement Award 3 out of 4 years.Received Honor Ring Award for outstanding agency performance in sales and service.Achieved National Conference for top performing agency in region.Achieved top 10 in market for 6 years.Responsibi lities:Diverse knowledge of state and company regulations governing insurance practices.Adept at tra ...
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K Potter Location: Hallandale, FL 33009 ... ience. Summary of Qualifications · Deep knowledge of customer service standards and procedures. · Able to persuade and influence others. · Quick to analyze and solve problems. · Excellent ability to gather data, compile information to prepare policies. · Strong interpersonal and communication skills. · Identify and follow up on sales leads and referrals. · Experienced management and service of large account bases. · Prepared Insurance proposals for sales presentations. · Licensed Property & Casualty (220) and Health & Life (215) Professional Experience Advanced Insurance Underwriters, Hollywood FL 05/07 - 06/08 Personal Lines Account Manager/Agent ...
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P Dodd Location: Boca Raton, FL 33428 ... erience in the Insurance Industry Proficient in AMS and Applied Systems, AIAM, IA/SM1819 Passion for gaining personal relationships with clients Capable of handling a high volume of clients as well as VIP clients Master of development and training, proven successful Team Leader EMPLOYMENT 2001 – 2008Account Manager/Team Leader The Mack Group Personally responsible for hiring, training, goal setting, maintaining employee records, and annual reviews. Handled 1,100 clients, servicing their accounts, and writing new business. Worked with A rated companies. Have a good working relationship with the underwriters and marketing representatives. Key Attributes Worked on VIP accounts ...
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R Shivery Location: Interlachen, FL 32148 ... e insurance products through and for major industry leading insurance carriers Expertise in risk management, underwriting and agency management/devel opment leading to the achievement of sales, retention, and profit goals PROFESSIONAL EXPERIENCE 2008 - Present Lowe's of Palatka, Palatka, FL Commercial Sales Specialist Successfully sell building materials and related products to professional building/trade contractors, with a concentration on establishing and maintaining successful business relationships within the construction industry. Assist in the sales and customer service activities in support of the overall store sales goals. 2004 - 2008 RPS Insuring Group, Inc., Palatka, F ...
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C Patterson Location: Ruskin, FL 33570 ... ld All Lines Claims adjustor license for the State of Florida. Have experience in all aspects of insurance from personal account servicing to claims. Prior to entering into claims adjusting in 2001 I was a company underwriter/team leader for large call center underwriting , handling property and casualty account underwriting for a large agency and had several years prior to this'as account representative heading the personal lines division at a Jim Walter corporation and servicing large commercial accounts. EDUCATION: available upon request ACCOMPLISHMENTS: Had superior performance reviews as a claims adjustor at Hartford Insurance Company; Outstanding leadership awards at Liberty Mutua ...
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D Burgan Location: Rotonda West, FL 33947 ... experience in new home sales. Assisted in training new home sales representatives 2004 Over twenty eight years of successful business experience in multi line insurance sales. Proven ability to provide outstanding service and follow-up to ensure high level of client satisfaction. Strong organizational skills, extremely detail oriented. Able to build and maintain strong personal relationships. Able to prioritize tasks and meet deadlines as scheduled. Excellent analytical and problem solving skills. Effective presentation and written communication skills with the ability to motivate prospects to purchase new homes. Proficient user of Pcs with custom software programs. Current health,life and ...
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C Peterson Location: Stuart, FL 34997 ... cynthia.r.peters on@gmail.com ________________ ________________ ________________ ________________ ________________ ________________ ____________PROF ILE:Insurance CSR/Agent Professional with over eleven years of experience in Property & Casualty, customer service,claims, and account management.SUMMA RY OF QUALIFICATIONS · High performance team player with positive and outgoing attitude. · Talent for identifying customer needs and delivering appropriate policy information to offer consistent, high levels of service to all clients. · Detailed knowledge of insurance terminology, coverage, policies, and related procedures. · Exceptional organizational skills to complete as ...
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S Overfelt Location: Sarasota, FL 34277 ... * Sales/Cold Calling * Accident/fraud investigation * Underwriting * Credit/Collectio ns * Staff training and development * Management * Risk Management ...
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D Robinson Location: Jupiter, FL 33477 ... President/Senior Advisor (Investment Planning Counsel Corp.) 10/00- Present Initially, marketing the Company in the following areas: Insurance- related to Estate Planning ,Wealth Transfer Programs Medicaid Planning- re-position of clients Assets to qualify for Nursing Home Assistance, Partnered with Elder Law Attorney on case analysis. Health Insurance- contracted with United Health Group(Golden Rule) IPC Corp. offers Asset Management , Portfolio Analysis ,custom Asset Allocation Individual securities. Concentration in areas of Fixed Income for Senior Market. Also Structured Products, i.e. Principal Protected World Basket Notes., Indexed CD’s. Securities ...
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M Waide Location: Mulberry, FL 33860 ... a Life, Health & Var. Annuity 215- 12/2007 Insurance Education: Florida Insurance School 240 Hour Agents Qualification Course- 1989 Society of Certified Insurance Counselors- Varied Courses 1997 to 2002 Accredited Advisor in Insurance - Actively Seeking Designation 2003-2005 Florida Insurance Training Institute 40 Hour 215 Agents Qualification Course-October 2007 Real Estate Education: Regal School of Real Estate 63 Hour Pre- License Sales Associate Course- May 2006 General Education: Graduated from Coon Rapids High School, Coon Rapids, MN- June 1981 Pasco Hernando Community College- AA 1983 Polk Community Corporate College- Moving from Conflict to Collaboration - September 2005 ...
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