Number of results: 545. Displaying results from 1 to 10
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| AREA OF BUSINESS: |
District Sales Manager for the St. Louis area, Liberty Mutual Group.
Responsible for leading and recruiting outside sales people. Currently a staff of 10 and looking to expand to 15. Turnover is very low. |
| THE GENERAL LOCATION: |
St. Louis |
| YOUR POSITION: |
Liberty Mutual is the 95th on the Fortune 500. Currently the 7th largest Property and Casualty Insurance Company in the United States. |
| PROFESSIONAL HISTORY: |
Outside Sales for 7 years with Liberty Mutual. Over 17 years of sales management |
| PROFESSIONAL RELATIONSHIPS: |
I am looking to network with others who are responsible for recruiting outside sales people.
I am interested in sharing ideas and sharing resumes as there many types of selling styles. |
| AREA OF BUSINESS: |
Zenith Freedom Financial Services provides timely and professional financial solutions for the individual, family and small business utilizing insurances services. Through the professional use of insurance services such as health insurance, disability insurance, life insurance, long term care insurance and retirement solutions, Zenith Freedom Financial Services assists the individual, family and small business in providing protection, growth and peace of mind benefits. |
| THE GENERAL LOCATION: |
Zenith Freedom Financial Services is located in the beautiful and historic city of San Antonio, Texas. |
| YOUR POSITION: |
I am licensed with the state of Texas and provide financial solutions for the individual, family, and small business in the areas of:
-health insurance, under 65 years old on and off the marketplace, 65 years old and over with Medicare Advantage plans, Medicare supplement plans, prescription drug plans, and optional supplemental benefit plans such as dental, vision and hearing plans.
-life insurance, including term and permanent policies, for individuals, families and small businesses.
-disability insurance for the individual and small business
-long term care insurance
-retirement solutions. |
| PROFESSIONAL HISTORY: |
I hold my Texas Life Insurance Agent license.
I hold appointments with numerous companies highly rated with A.M. Best, S&P and Moodys. These companies have a long and established history of providing outstanding service to their clients.
I am committed to the community by through contributions to a variety of charitable causes:
In the past I have supported the National MS Society, the American Cancer Society, Youth for Christ, Big Brothers/Big Sisters and other charitable causes. |
| FUTURE PROFESSIONAL GOALS: |
I look forward to working with other professionals such as tax professionals, estate attorneys, real estate agents and brokers, and those who service the senior market.
I attend numerous networking events, promotional events, and would like to hear from other like-minded professionals in establishing mutually beneficial professional relationships. |
| PROFESSIONAL RELATIONSHIPS: |
Some studies have indicated that about one third of the American adult population does not have any life insurance, while about one half of the American adult population wished they had more life insurance. Life insurance and retirement contributions are a fundamental step to gaining protection for your family's financial future. When you contact me for an appointment you will receive prompt, courteous, and professional service and solution options for your financial future. I am appointed with numerous highly rated companies. Whether you are on a budget and finances are tight, or you want to utilize your dollar prudently, invite me to visit you and show you how you can progress forward with peace of mind. |
| MEMBER ARTICLES: |
Introduction: Goldilocks and The Three Bears and You.
James, Walt and Ray - What You May Not Know About Them
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| AREA OF BUSINESS: |
My business is insurance and annuities planning. I work with successful business owners and individuals to provide solutions to protect assets, accumulate & grow wealth, and distribute that wealth in an effective and efficient manner. |
| THE GENERAL LOCATION: |
My office is located in Ft Lauderdale, while I do have clients in Miami & Palm County. |
| YOUR POSITION: |
I am an Agent & Financial Advisor with New York Life Insurance Company, a highly respected leader in insurance services. I recently joined the company after relocating to Florida from Chicago. |
| PROFESSIONAL HISTORY: |
I have been with New York Life for less than a year. I am a CPA. Prior to joining New York Life, I spent thirteen years with two Fortune 500 companies primarily in corporate development putting together numerous acquisition and joint-venture deals, as such, I have a strong financial background. |
| PROFESSIONAL RELATIONSHIPS: |
Because my business is insurance and annuities planning, My primary interest is in creating a trusted network of financial and legal professionals whose services I can recommend to my clients, as identified. My clientle consist of successful business owners and individuals, as well as, middle market families many of which may be looking for simple to complex financial & legal solutions.
Secondarily, I would like to have a network of individuals whom provide other services to which I can refer my clients. |
| AREA OF BUSINESS: |
Large Insurance Agency. |
| THE GENERAL LOCATION: |
Fredericksburg Virginia |
| YOUR POSITION: |
Very Large. |
| PROFESSIONAL HISTORY: |
Career Objective
To use my service skills and motivation in a representative role that focuses on building relationships with existing clientele, as well as translating opportunities into new potential customer relations.
Skills, Experience, and Personal Attributes
Customer Service
By developing better relationships with customers and suppliers, I generated significant improvements to customer service at my current and previous places of employment. I use excellent communication, interpersonal, and computer skills to deal with people’s needs in a quick and efficient manner. I have learned that the key to good customer service is to help existing clients as if you were trying to win their business for the very first time. I try to understand what is most important to them and address this need.
Communications
I am highly articulate and am comfortable in handling a high volume of inbound calls with professionalism and warmth. I’m also personable and convey self assurance and friendliness, all the while quickly developing a positive rapport with others. This relies solely in putting customers at ease and addressing their inquiries and concerns.
Motivation
I achieved significant customer satisfaction and job efficacy in all my places of employment and look forward to achieving the same thing for your organization. I establish professional and personal goals for myself and then work hard to achieve them in a timely manner. These efforts have been recognized and rewarded by previous promotions, awards, and internships with past academic institutions and places of employment.
Employment History
Customer Service Representative/ Processing Technician
Geico Direct, Fredericksburg Va. March 2000 – Present
Responsibilities
I serviced both existing and potential customers and suppliers in various capacities, including but not limited to preparing various insurance certificates and documents, servicing customers and suppliers both in person and by telephone, and conducting favorable presentations and training programs for suppliers and fellow employees. I have also dealt with home and auto claims, emergency roadside service, and insurance education in vary degrees throughout my tenure with the company.
Achievements
• Successfully trained fellow employees in composition and development of personal written appraisals of past job accomplishments. Conceived and implemented both presentations and one-on-one tutorship in style, usage, and grammar.
• Awarded numerous certificates of recognition for outstanding customer service within a call center as wells as various merit promotions within the company.
• Negotiated daily between various suppliers of insurance and customers with excellent product assistance.
• Achieved insurance licensure for practice in all 50 states.
• Helped in conducting successful presentations and training programs for new employees.
• Instructed various suppliers and employees of numerous inter company communication systems.
• Displayed technical knowledge of coverages, underwriting programs, guidelines, and rating plans; continually enhanced proficiency in technical knowledge.
Service Assistant/ Acting Supervisor
Movie Time, Fredericksburg Va. July 1998-May 2000
Responsibilities
I helped customers with location of products; explained different features of products to customers, and dealt with customer complaints when products were returned. I served customers at cash registers and stocked shelves with products. I also assisted in product selection and ordering.
Achievements
• Assigned managerial and closing duties of the store after a short tenure with the company after proving reliability and professionalism during the store’s peak hours. This also included the responsibility of clerical and monetary deposit duties.
• Implemented structured induction training courses for all new employees.
• Assisted owner with aspects of customer relations that were implemented at all store locations, including customer surveys and customer awards programs.
• Awarded numerous merit and monetary promotions within the company.
Education
B.A. in English, 2006.
University of Mary Washington, Fredericksburg, Va.
Academic Achievements
• Dean’s List two consecutive years.
• Lombda Iota Tay Honor Society for Literature.
• Assigned editorial duties on various literary publications dealing with modern drama by my Thesis Advisor.
Areas of Concentration
• Journalism. Introduced to editorial and copy work with The Free Lance- Star newspaper by my professor, a current feature writer with this publication.
• Communications.
• Literature.
Associates Degree in General Studies, 2004.
Germanna Community College, Fredericksburg, Va.
Academic Achievements
• Dean’s List.
• Toastmaster’s Club (public speaking) membership.
• Winner, Elk’s Auxiliary #875 Academic Scholarship Prize, 2004.
Areas of Concentration
• English.
• Business
• History.
• Graphic Arts.
I have also completed various coursework in Art and Literature at Virginia Commonwealth University.
Special Skills
• Typing Speed: 45 wpm.
• Word processing.
• Editorial and Writing skills.
• Document Production.
• Proficient in current A.P. Style Guide.
• Knowledge of Microsoft Office, Outlook, Excel, Word, Windows, Acrobat, Photoshop and PowerPoint. Macintosh.
• Excellent Phone skills, acquired in a fast paced call center environment.
• Graphic Arts skills, particularly in the fields of printmaking and drawing.
• Public Speaking.
References
Available on request.
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| AREA OF BUSINESS: |
I work at Northwestern Mutual helping businesses and people with a specialization in income tax reduction strategies, asset protection, wealth accumulation |
| THE GENERAL LOCATION: |
200 S. Biscayne Blvd.
Miami FL, 33131 |
| YOUR POSITION: |
Financial Representative |
| PROFESSIONAL HISTORY: |
I have a M.S. in Finance and B.A. of Finance from the University of South Florida. I will also be sitting for my level 1 C.F.A. certification this coming June. I work at Northwestern Mutual helping businesses and people with a specialization in income tax reduction strategies, asset protection, wealth accumulation |
| FUTURE PROFESSIONAL GOALS: |
To help others plan future goals |
| PROFESSIONAL RELATIONSHIPS: |
I would like to network with personal business owners and people with whom want success and reliability throughout their life. |
| AREA OF BUSINESS: |
Insurance Agent for 122 insurance products auto/home/life/ANDcommercial liability/workmen's comp/bank/ANDfinancing and investment |
| THE GENERAL LOCATION: |
3511 Oakgate at the corner of Wurzbach and Vance Jackson |
| YOUR POSITION: |
State Farm is the #1 insurance company in the U. S., it ranks #46 in the Fortune 500 which makes it the top ranking insurance company in that list. I am a multi-lines agent in the Jerome Crayton Agency. |
| PROFESSIONAL HISTORY: |
Professionally, I have had a long history of sales, business and design experience.
I have been a floral designer for 5 years, a retail manager and buyer, and an interior designer
for high-end residential interiors and a variety of commerical interiors. I have also taught Interior Design.
Through my various work experiences I have seen or heard about devastating losses and their effect in
residential and commerical property and the lives of the people involved. As an agent I am able to help
clients with their insurance coverage to help alleviate some of those problems.
Personally, I am an artist in the following mediums: writing/editing/publishing, silkscreen, oil, acrylic,
watercolor, charcoal, pen and ink and others. I am also an antique dealer.
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| PROFESSIONAL RELATIONSHIPS: |
I am doing the work I love in the city I love.
Everyone needs insurance, some types are required by law.
I am excited about how many products/rates that State Farm has to offer people
and their business to meet their needs and give them one-stop-shopping.
I want to develop long-lasting, mutually beneficial professional relationships
with the people of San Antonio and have fun doing it. |
| AREA OF BUSINESS: |
I provide risk management with a focus on health insurance and life insurance for individuals, families and businesses. |
| THE GENERAL LOCATION: |
Miami Dade |
| YOUR POSITION: |
40+ employees
Vice President
1 yr |
| PROFESSIONAL HISTORY: |
William Somerville has over 10 years working in sales and marketing with an emphasis over the past 5 years in the life and health insurance industry. William joined BENTRUST in 2010 and is excited about making an impact in the local community and helping to insure the lives of individuals, families and the business community.
William is actively involved with various local organizations, including FIU’s Alumni Circle, United Way, BNI and the South Florida Chapter of the National Society of Hispanic MBAs.
William earned a BA at Occidental College in Los Angeles and an International MBA from Florida International University (FIU).
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| AREA OF BUSINESS: |
Representing 40 top-rated carriers for Individual & Group Health & Life Insurance; Annuities; Critical Illness & Disability; Dental; Final Expense; Health Saving Accounts; Long Term Care; Medicare Supplements; Mortgage Protection, Tax-Free Retirement and Voluntary Benefit plans. |
| THE GENERAL LOCATION: |
AZ, CA, FL, GA, MI, OR, PA. TX, VA. |
| YOUR POSITION: |
Independent Agent, Broker and Owner, since 2003. |
| PROFESSIONAL HISTORY: |
Founded USA Insurance Brokers in 2003. Recognized by America's Health Care Professionals as one of the Top 10 Independent Brokers in the U.S. in 2005, 2006, 2007 and 2008.
Group Affiliations: America's Health Care Professional; Arizona Small Business Association; National Agents Alliance; and National Association of Professional Agents.
Previously spent 25 years as Worldwide V.P. Sales & Marketing in the Telecommunications industry. |
| PROFESSIONAL RELATIONSHIPS: |
We specialize in designing plans to improve coverage and reduce costs by 30%-70% for Individuals and Employer Groups.. |
| AREA OF BUSINESS: |
I am a personal insurance Agent for a fortune 100 company that takes a consultative approach to providing my clients Auto, Home, & Life Insurance. |
| THE GENERAL LOCATION: |
I am a licensed agent for P&C, & Life Insurance in PA, NJ, & DE. I am live and work in Center City Philadelphia and travel to my clients for their convenience. |
| YOUR POSITION: |
I have been an employee of Liberty Mutual for about 2 years, and am more than happy to represent my company that has been around since 1912 and is constantly growing. We are an international company with local offices throughout the country. |
| PROFESSIONAL HISTORY: |
I am 29 years old, and have received multiple "Pacesetter" awards for my monthly performance, and my first "Pursuit of Excellence" award for 6 months of exceptional performance.
I am currently a member of the Young Professional Association of Philadelphia and am open to joining other groups for networking purposes. |
| PROFESSIONAL RELATIONSHIPS: |
I am looking to connect and build lasting relationships with all types of motivated professionals. From working with mortgage brokers, real estate agents, financial advisors, as well as general human resource professsionals; I hope to improve their businesses and make aspects of their careers easier by providing my services to mutual clients. Individually, I can asist first time homebuyers, and any homeowner with their home insurance needs, by providing a consultation and advising them of the best coverage for the best price. My company also offers Affinity relationship discount programs for all types of Employer groups, so working with Human Resources professionals, I will be able to offer discounts for my services to all employees of partnered companies. I am open to meeting and working with anyone interested in building a mutually benefitial relationship. |
| AREA OF BUSINESS: |
I help families become properly protected,debt free and financially independent.
I teach people how money works so they can make informed decision about how to manage their finances.
I provide a Financial Needs Analysis to give clients a snapshot of their financial situation. |
| THE GENERAL LOCATION: |
Greater San Antonio are |
| YOUR POSITION: |
Been with the company 2 years. I am part of 100 licensed representatives nation wide.
Office I work from, about 100 agents. |
| PROFESSIONAL HISTORY: |
I am 42 married with 3 children.
Current position with the company: District Leader.
Working on opening my on office as a broker.
Been a business owner for the last 20 years.
Been on board of directors of an adaption agency called THE TREE OF LIFE
Currently on board with a non-profit called THE OASIS OF LIGHT MINISTRIES
Teaching financial literacy classes free of charge, my way of giving back to the community. |
| PROFESSIONAL RELATIONSHIPS: |
I would like to network with professionals that compliment what I do, and I what they do.
I specialize in the middle market so anybody that needs help with finances any families that are looking for a Financial Plan, is complimentary to them.
I would like to work with anybody that provides services other then Financial Services such as Contractors, Builders,Medical Services, Churches, Schools, Social Services etc. |
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