R Dailey Location: Phoenix, AZ 85032 ... gy and enthusiasm – and that allows opportunities for advancement. PERSONAL I have 35 years insurance experience – all in the Phoenix area. I have Company experience as well as experience with retail independent agencies and wholesale MGAs. I have enjoyed many supervisory positions and am a team player, but am equally comfortable working independently. A proficient multi-tasker, I learn quickly and especially enjoy a busy atmosphere. I find fulfillment in working under pressure and meeting deadlines punctually. I love friendly faces and work well with others. EDUCATION Graduated –1961, Benton Harbor High School, Benton Harbor MI. Attended Western Michigan University, Kalamazoo, MI, 1961-1963 ...
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P Hawthorne Location: Tempe, AZ 85282 ... and Troubleshooting. INSURANCE EDUCATION: AZ Property & Casualty Producer License CISR Insurance Software - Va3i, Lotus Notes, Rapid Rater, Rackley, eGuide, CWS, TopCat, RiskMeter, Data Oasis, IsoNet & IsoTel, MS Word, MS Excel. Extensive experience and use of both Applied & AMS insurance software. Classes - NAPSLO School, Vrs AAMGA Courses, INS 22, working towards CICPROFESSIONAL EXPERIENCE: 08/08 to Present Alliance Insurance Agency, Tempe, AZAccount Manager/Producer for medium and small contractors as well as other types of risks including Bonds and Personal lines producing, quoting and binding.Responsi bilities include: Marketing and writing new and renewal policies, Claims ...
95 hits
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M Beckey Location: Tucson, AZ 85742 ... enhancement of sales personnel and production within the budget constraints of an ever increasing cost environment. Distinguish myself as a valued member of the management team focused on growth over the next decade.Professio nal Experience in Financial ServicesWells Fargo Investment, LLC, Financial Advisor 2007 - PresentFull service Broker and Agent serving the Investment and Protection needs of 250 clients representing $36 Million of Assets at a single Banking location. Compass Brokerage Inc, Personal Investment Officer 2005 - 2007Investment resource to 15 licensed agents in 7 bank centers. Increased revenue from $163K to $335 ...
93 hits
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P Jackson Location: Phoenix, AZ 85085 ... the insurance and financial services industries. I am willing to relocate for the right opportunity.Prof essional Experience Jun. 2004 - Nov. 12, 2009 Merrill Lynch / Bank of America - Scottsdale, AZSVP, Wealth Structuring Group - Insurance CoordinatorInsur ance consultant for 400 Merrill Lynch, Bank of America and US Trust associates. Selling life, long term care and disability insurance for various wealth transfer, estate planning and business clients.Jan. 2002 - Jun. 2004 US Bank - Columbus, OHVP, Insurance SpecialistInsura nce specialist for US Bank's financial advisors, trust officers and private bankers selling life, long term ...
91 hits
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L Honcharik Location: Phoenix, AZ 85018 ... skills, qualifications and chronologic professional employment history, listing my major responsibilities and accomplishmentsP ERSONAL SKILLSI am skilled in all areas of the Commercial insurance industry and have repeatedly demonstrated my ability to produce results. I have strong analytical, problem solving, organizational and communication skills. My marketing and negotiating skills have enabled me to manage large Commercial package accounts with minimal supervision. I am considered a team player reputed for professionalism and account retention. I specialize in creating strong client business relationships and am committed to "100% customer satisfaction, 100% of the time". I am con ...
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C Mcaniff Location: Tucson, AZ 85704 ... rty and Casualty Insurance Exam; Passed October 2009Work ExperienceIntern , Picor Summer 2009Made and Updated brochures Wrote lease follow ups to clientsOrganized property information in Microsoft ExcelIntern, Long Reality Spring 2009One of five interns who assisted Real Estate Agent Ed HenneMeasured properties for divisionAttended informational meetings with other companies, brokers, etc.Updated Ed Henne's websiteReception , Watson Chevrolet January 2008- May 2008Answered phones and directed calls to proper staff memberWrote documents for Management Provided adequate Customer Service to customersOrganiz ed files and documents for all the departments in the dealershipComput er SkillsMicros ...
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P Zolnir Location: Surprise, AZ 85379 ... cellent oral and written communication and problem resolution skills. Efficient, highly motivated and well organized.PROFES SIONAL EXPERIENCE: PSW Benefit Resources, Glendale, AZ April 2008 *V March 2009 Benefits Consultant *X Liaison between the employer, employee and insurance provider.*X Prepared marketing specifications, review process and time frames.*X Served as a medical claims advocate for the employer and their employees.*X Customer retention through pricing, contract negotiations, contract management and consultation.*X Human Resource Benefit Administration and support.*X Attended meetings with client, staff, management or employees for resolution of ...
85 hits
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R Reeves Location: Phoenix, AZ 85032 ... es through targeted sales, marketing, and client management. Design and execute innovative business strategies geared towards penetrating new markets and diversifying revenue streams. Develop lasting relationships with key clients in order to build an extensive network of business clients, generate new referral leads, and leverage the profit potential of existing clients through sale of expanded services.Health & Welfare Consulting Client Relationship Management Business StrategyConsulta tive Sales Health & Productivity Data Management Cross-Functional Team BuildingProject Implementation Partner Relations Market Expansion Vendor Management PROFESSIONAL EXPERIENCEVITALS PRING ...
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T Schwartz Location: Scottsdale, AZ 85260 ... ystems, Phoenix Az March 2002 to Present Market health, and life insurance products to commercial and consumer accounts. Have been a top producer for this leading Insurance consultant. Prospected, followed-up and closed three million dollars in indexed annuity sales in 2007. SALES/SALES MANAGER Mid-City National Bank, Riverside, IL January 1987 to March 2002 Managed the financial services department for this 500 million-dollar bank group. Supervised nine people in the sales and service of tax-deferred Investments and Mutual Funds. Interfaced with all levels of management, and taught cross training skills to bank staff. MARKETING COORDINATOR Premier Banks, Libertyville, IL - May 1984 to ...
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D Jones Location: Glendale, AZ 85304 ... customer service. Experience in many brokerage and banking back office support area's. Retirement accounts support in all area's and some annuities support.Experien ce working with account transfers. Knowledge working with Trust accounts, Corporate, LLC, Partnerships and charity accounts.Solid over knowledge of market and servicing brokerage clients. Chase Investment Services: 201 N Central ave Phoenix, AZ 85004 Registered Representative II 06/13/2005 to 06/24/2009: Services provided Excellent and accurate assistance to ...
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