S Sisk Location: Dallas, TX 75370 ... mmunications Minor: Spanish SKILLS SUMMARY: Business-to-Busi ness Marketing; Annuities; Disability & Key-Man Insurance; 403B & 457 Deferred Compensation; Loan Down-Payment Assistance & Incentive Programs; Buy-Sell Agreements; Effective Oral and Written Communications Skills in English and Spanish; Spanish Translations WORK EXPERIENCE: Assurity III Benefits Consultant Aug 07 to Present Insurance Brokerage Group Presentations Pre-Underwriting Review Business-to-Busi ness Consulting Supplemental Coverage & Executive Compensation 20/20 Companies Account Manager Nov 07 to Present Business-to-Busi ness Consultation Telecom Service Upgrades ...
97 hits
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L Verdile Location: Fair Oaks Ranch, TX 78015 ... rowth in sales revenue to insure profitability. Personally managed the more complex, larger and/or critical accounts. Ensured a balance between sales and service for all lines of coverage to maximize returns, minimize risks and maintain appropriate coverages for clients and prospects. BANCINSURE, INC. - Oklahoma City, OK 03/2007 to 01/2009 Vice President, National Sales ManagerResponsib le for providing overall leadership in Program Management to drive profitable revenue and market share growth in assigned geographical regions/territor ies, across all product segments for both BancInsure, Matterhorn and BMSI Programs. Developed overall regional and market specific strategies, tactical impl ...
95 hits
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B Krigsman Location: Prosper, TX 75078 ... anager. Responsible for reporting, following up and assisting clients with claim issues on commercial lines accounts. Also responsible for generating claims reports to the principles and account managers and premium and loss summaries.Identi fying problem claims and close contact with claims adjusters and underwriters to resolution. Conducting claims review meetings with carrier and clients and preparing necessary exhibits.Bateman , Gordon & Sands, Inc. Pompano Beach, FL - 9/29/2003 to 4/18/2008Agency specializing in the construction industry. Platinum Premier Partner with Amerisure Insurance Company. Member of Sitkins 100.Senior Commercial Lines Account Manager. Responsible for th ...
93 hits
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L Witt Location: Houston, TX 77069 ... aff support.Possess solid computer skills. Excellent working knowledge of Microsoft Excel, Microsoft PowerPoint and Microsoft Word and various presentation software.Ability to train, motivate, and supervise customer service employees.Synops is of Achievements P & C Licensed in AZ, CA, LA, OK, TX, UT, and WY.Proactive in helping client target worker's compensation issues and assisted them in developing a safety plan resulting in the reduction of claims which reduced their premium expenses.Created a personalized tracking solution for a global transportation client, which drastically reduced costs resulting from errors associated with ID cards, certificates, master service agreements, and ...
91 hits
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C Styron Location: Spring Branch, TX 78070 ... 8211; CompBenefits2002 -05 Managed an average of over 500 accounts, 35,000 members and $4.5 million in revenue annually representing various products and employer group sizes and was consistently recognized nationally as one of the company’s top 10 Account Managers 2002-03 Retention and Cross-Sales National Award – 96% Revenue Retention and $200,000+ in Cross-Sales Revenue 2003-04 National Retention and Revenue Growth Award – Revenue Retention in excess of 101% 2005 National Marketing Initiative Award for outstanding recommendations on practical field application of company marketing materials and initiatives 2004 – One of only 4 Account Managers asked to p ...
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S Carter Location: Azle, TX 76020 ... gmail .com Highly motivated, results oriented, Customer Service Insurance Sales Agent. Licensed in Property/Casualt y, Life, and Health, knowledge of all personal lines auto, fire, life and health. Major strengths include excellent Communication and sales skills, attention to detail and the ability to multi-task. Able to work independently and with senior management to establish effective goals to increase productivity. SUMMARY OF QUALIFICATIONS Self motivated, results oriented Insurance Sales Customer Service Agent. Licensed in Property and Casualty, Life and Health Insurance. Excellent communication and sales skills. Motivated and enthusiastic about developing g ...
87 hits
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L Garza Location: Lubbock, TX 79424 ... prehensive support to executive level staff and effectively manage all essential tasks. n Highly focused and results-oriented in supporting complex, deadline driven operations n Extremely organized individual. Able to identify customer needs and present the appropriate service. n Effective and exceptional customer follow-up. n Proficient in identifying priorities. n Adept at developing and maintaining procedural processes to reduce redundancy, improve efficiency and achieve organizational objectives. PROFESSIONAL EXPERIENCE Specialty Insurance Mangers, Inc. 2005 - 2009 Commercial Property & Casualty Lines Underwriter n Underwrite new and renewal business ...
85 hits
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E Bielecki Location: Plano, TX 75024 ... o build strong customer relationships by providing exceptional service and increasing business efficiency.PROFE SSIONAL EXPERIENCEOct. 2006 to PresentDEXTER THOMAS FINANCIAL SERVICES, LLC, Dallas, TXRegistered Sales Assistant Provide operational support to company President/Financ ial Advisor with approximately 600 clients and over $60million in assets under management. Establish and maintain investment accounts of various registrations including IRAs and non-qualified. Process rollovers from 401(k) and pension plans; ACAT transfers from other brokerage firms. Purchase fixed/variable annuities, life insurance, REITs and Limited Partnerships; trade mutual funds, stocks and fix ...
83 hits
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R Kankel Location: Mckinney, TX 75071 ... ytical, communications, and problem solving skills combined to generate significant contributions in productivity. Documented success in management, sales, and relationship-bui lding assignments. Career Highlights Account Executive Lockton Companies, LLC 2007 - Present A marketing, negotiation and sales position for all Executive Lines coverages, to clients in all industries ranging from small privately held companies to large publicly traded firms. Consult with brokers and clients to identify issues with the current policy and strategies to produce the most comprehensive coverage available. Developed and executed a strategy that led to an EPL program with a potential for more than 3,000 cl ...
81 hits
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C Higman Location: Sachse, TX 75048 ... ighly skilled in sales, marketing, planning, team building, resource allocation and staff management. Focused on applying management practices to improve performance at all levels. Recognized as a high energy achiever, able to build trust with customers and work effectively in fast pace environments. Areas of expertise include: Business Development Industry Relations Sales/Customer Support Strategic Planning & Implementation Marketing/Brandi ng Program Development/Impl ementation Channel Management Team Leadership & Mentoring PROFESSIONAL EXPERIENCE DEVINE-HIGMAN INSURANCE11/2008 -Pre ...
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