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Your Name

INSURANCE AGENT

Berkeley, CA

your.email@example.com
111-222-3333
www.your-website.com

Work Experience

INSURANCE AGENT

BARTLEY INSURANCE AGENCY, Berkeley, CA

Jul 2010Current

  • Develop new clientele and manage current clientele.
  • Sales and Marketing Commercial and Personal Lines Insurance products - Business Owner Policies, General Liability, Workers Compensation, Life, Auto and Homeowners.
  • Asset Accumulation and Retirement planning for individuals and small businesses.
  • Risk Analysis of Individual and small businesses loss exposures and recommend changes in coverage and/or products to reduce the exposure for the client.
  • Knowledge of Insurance products, Department of Insurance Regulations.
  • Accounts Receivable.

REPRESENTATIVE

METLIFE, Oakland, CA

Jun 2009Jun 2010

  • Developed and implemented a marketing program to drive referrals and sales.
  • Sales and Marketing of group benefits to small and medium sized businesses.
  • Sales and Marketing of life and annuity products to individuals and small businesses.
  • Asset Accumulation for individuals and small businesses
  • Analysis of Individual and small businesses financial position and recommend changes regarding current position, risk management and retirement planning.
  • Knowledge of Insurance products, Department of Insurance Regulations.
  • Customer Service - Serviced existing customer accounts, assisted clientele in filing death claims.
  • Buy and sell stocks, bonds and mutual funds.

INSURANCE AGENT

FARMERS INSURANCE GROUP, Walnut Creek, CA

Aug 2004May 2009

  • Develop new clientele and manage current clientele.
  • Sales and Marketing Commercial and Personal Lines Insurance products - Business Owner Policies, General Liability, Workers Compensation, Life, Auto and Homeowners.
  • Asset Accumulation and Retirement planning for individuals and small businesses.
  • Risk Analysis of Individual and small businesses loss exposures and recommend changes in coverage and/or products to reduce the exposure for the client.
  • Knowledge of Insurance products, Department of Insurance Regulations.
  • Accounts Receivable.

CLAIMS MANAGER

PARTNERS ADJUSTING, Pinole, CA

Apr 2000Aug 2004

  • Scene Investigations for Property claims
  • Manage independent claims adjusters.
  • Generate reports to monitor claim handling efficiency.
  • Liaison with vendors and contractors.
  • Completed large and small structural repair/replacement estimates for residential and commercial losses on Xactimate Software.
  • Reviewed claim files for quality assurance and compliance with Dept. of Insurance regulations.
  • Provided additional estimating and file handling procedure training to Claims Adjusters.
  • Resolved claim disputes involving customer complaints.

March 1994 to CLAIMS SPECIALIST/REINSPECTOR TRAINER, STATE FARM March 2000 INSURANCE COMPANY. San Francisco, CA
  • Investigate, evaluate negotiate settlements for property and casualty claims.
  • Knowledge of residential and small commercial construction.
  • Interpret and execute insurance policies.
  • Telecommunications.
  • Liaison with contractors and vendors.
  • Train and supervise staff and independent property claim adjusters.
  • Conduct pricing surveys.
  • Conduct open and closed file reviews to ensure compliance with DOI regulations.
  • Quality Assurance through re-inspections of open and closed claims.
  • Estimate large and small structural losses on Xactimate Software.

WARRANTY REPRESENTATIVE

THE NORTH FACE, Berkeley, CA

Mar 1993Feb 1994

  • Customer Service.
  • Technical product knowledge.
  • Technical Troubleshooting.
  • Interpret and execute company's warranty policy.
  • Telecommunications.
  • Liaison with Dealers and Courier Services.

LIBRARY ASSISTANT, LEVEL II

THE UNIVERSITY OF, Berkeley, CA

Aug 1988Feb 1993

  • Customer Service.
  • Assist Professors and students research materials.
  • Maintain library records.
  • Search for missing volumes.
  • Information management.
  • Supervise and train library workers.
  • General library maintenance.

Education

Masters of Science in Management

BOSTON UNIVERSITY, Boston, MA

2008

THE AMERICAN INSTITUTE FOR CHARTERED PROPERTY, Malvern, PA

2002

Claims

INSURANCE INSTITUTE OF AMERICA, Malvern, PA

2002

Bachelor of Arts in Political Science

UNIVERSITY OF CALIFORNIA AT BERKELEY, Berkeley, CA

1992

Additional Information

Core Competencies
  • Team Building
  • Coaching and Supervision
  • Strategic Planning
  • Mentoring
  • Administration and Management
  • Analytical and Financial Skills

SKILLS: Xactimate 25, Xactimate 27, Xactimate'99, Microsoft
Outlook, Windows XP, Vista, Windows 7, Microsoft Office,
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