S D Angelo Location: Woodland Hills, CA 91364 ... business meet there goals and objectives... Qualifications 11 years of insurance sales experience Currently hold: Ca. Fire and Casualty, Life, Health, Annuity Licenses. Series 6 Series 63 Education High School 2 yrs college Lutc Relevant Experience I have worked with most major carriers. Have extensive training and experience in advanced insurance sales and planning. Financial counseling and investment planning. Other Experience United States Army 3 Yrs Member: Nights of Columbus (Simi Valley) Volunteer and community work Sailing, Golf, and music are some of my interests. Employment History New York Life Insurance Co. 1982-1986 Provident Mutual Insurance Co. 19 ...
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I Barnett Location: Yorba Linda, CA 92886 ... ility and long term care insurance sales and management from both a retail and wholesale perspective. > Experienced in designing and developing computer supported marketing strategies and advanced underwriting concept presentations.EX PERIENCEMARSH PCLIS – Woodland Hills, CaliforniaJUN 2007 to MAR 2009LTCi Sales Consultant**Buil t virgin business book of nationwide financial services representatives* *Teamed with colleagues to create multiple ‘Executive Carve-out’ LTCi presentations**D esigned LTCi marketing programs applicable for use by CFP® community **Co-Developed series of ‘elevator talks’ to grow wholesale LTCi market**Increase d first full-year production 60% ov ...
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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 ...
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A Solaun Location: San Gabriel, CA 91775 ... al insurance and residential real estate lending and servicing, exceeding corporate goals with specialized skills in the following areas: Effective verbal and written communication skills, new business development, efficient and innovative solution for service delivery, demonstrated successful team leadership, client satisfaction, and insurance and risk management strategies to mitigate loan level as well as global corporate risk exposure. PROFESSIONAL EXPERIENCE Bank of America – Los Angeles, CA 2008 - 2005 Insurance Manager & Vice President Provide technical advice to Bank’s legal, credit risk and business partners on adequacy of client’s commercial insurance program(s) inclusive ...
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M Bernstein Location: Burbank, CA 91506 ... an 20 years of success growing business through expert relationship management. Consistent record of generating revenues in highly competitive business environments.Dem onstrated ability to turn client needs into profitable, mutually-benefic ial sales opportunities. Well-earned reputation for professional integrity and insurance industry knowledge. Strategic Leadership Business Development MarketingMarket Research/Analysi s Oral/Written Communication Executive PresentationsRel ationship Management NegotiationPROFE SSIONAL EXPERIENCEUSI OF SOUTHERN CALIFORNIA INSURANCE SERVICES, INC., Woodland Hills, CaliforniaPrivat e company offering fully integrated insurance services to individuals ...
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R Rosenthal Location: Santa Clarita, CA 91350 ... th of a company. Summary of Qualifications · Accomplished life and health professional with a solid background in the various markets of the insurance industry, including captive agency, brokerage, and call centers. · Extensive experience in operations and case management, sales and sales support, staffing, agent training and development, agent recruiting, licensing, underwriting, compliance and insurance carrier relations. · Constantly striving to maintain positive working relations with senior management, underwriters and staff members and ensure optimal customer satisfaction. · Strong organization and time management skills with ability to prioritize and multi-task. · Solutio ...
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S Orona Location: Highland, CA 92346 ... 7 years experience Experience: Job Title: Account Executive Employer: Sawyer Cook Co, San Bernardino, CA Dates: 03/07 to 01/10 Duties: Service a book of existing clients. Inbound and Outbound sales and servicecalls. Annual reviews of all clients Account rounding on monoline clients. Quote, sell andissue new business. Processed all incoming mail on clients. Worked closely with ArrowheadCredit Union Branches to cross sell Personal Insurance to their members. Worked with SanBernardino County employees selling personal insurance and setting up Payroll Deductions. Job Title: Personal Lines Agent Employer: Hub International Insurance Company, Riverside, CA Dates: 06/03 to 03/07 Du ...
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V Cooper Location: Fresno, CA 93711 ... rance and cost control.Self motivated and focused: comfortable working independently or as part of a team.Adept at communicating effectively with clients, vendors, and staff.Excellent coaching and motivation skills.PROFESSIO NAL EXPERIENCE:Texas Windstorm Insurance Association Austin, TX 12/2008- present Zurich North America Schaumburg, IL 08/2008-11/2008P roperty & Liability Supervisor/Exami ner, (Inside) CAT and daily Claims AdjusterSupervis e field and independent adjusters, ensuring superior delivery of claims service. Examine estimate files for accuracy, resolve disputed claims. Handle and settle commercial and homeowner claims on the Catastrophe Team for Hurri ...
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T Hammons Location: Castaic, CA 91384 ... nd managing several employees. Proven ability to develop productive customer relationships to ensure long term success. Professional Experience Explorer Insurance Company, Santa Clarita, CA 2004 - 2008Underwriting SupervisorManage d a team of personal line automobile underwriters and maintained the motivation, morale, and discipline for 9 employees. Responsible for the underwriting of profitable business in California and Florida. Completed weekly production reports and additional underwriting projects as necessary.Develo ped a new business submission work flow system. Monitored incoming quotes and drafted quality control procedures to ...
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A Agdeppa Location: San Leandro, CA 94579 ... Commercial Lines Account Manager - Managing medium to large size accounts. - Proposal preparation for current clients. - Online rating, endorsement request and billing inquiry with different carriers. - Marketing to admitted and surplus lines. - Policy reviewing. - Sagitta-Agency Management System Experienced 2007 - 2008 San Ramon Insurance San Ramon, CA Commercial Lines Account Manager - Managing small to medium size accounts. - Proposal preparation for both current and prospect clients. - Online rating, endorsement request and billing inquiry with different carriers. - Marketing to admitted and surplus lines. - Cross selling. - Locating new markets. - Risk management / Loss ...
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