November 2010 to Present
• Responsible for analyzing, forecasting and researching the market place to aid in pricing models
• Prospect for both individual and fleet sales
• Develop cross departmental relations to ensure uniformity and cooperation
June 2003 to Present
• Prospect and develop partnerships with various Insurance, Tax, Financial and Legal Professionals to leverage expertise and cross business opportunities.
• Provide Advance Insurance and Business Planning solution to high net worth business owners and families.
• Medicare and Individual health insurance sales through Blue Shield of California (Walnut Creek, CA)
• Personal Life Insurance placed with various companies as circumstances deem appropriate
February 2003 to October 2010
• Managed daily operations for unit which included selection and training of new agents
• Developed both short and long term strategies that emphasized quality customer service and retention.
• Established and negotiated with both internal and external business partners to increase cross referral business opportunities
• Generated more than 150% of Service and Sales goals and was awarded with a "Top Producer/Seller" honors
November 1987 to December 2004
• Ensure safe, comfortable and timely transportation
• Maintain high company standards for service
• Submit accurate daily route reports
17 year safe driving award
Senior Sales Consultant
January 1995 to January 2003
• Provided customized insurance and financial strategies for a wide range of clients with an emphasis on pre-retiree's and seniors in an unbiased product environment.
• Prospect and develop partnerships with various insurance and financial brokers to leverage expertise and cross business opportunities.
• Recruit and train various support team members and junior advisors (Awarded Top Recruiter)
• Advised on the installation of and the replacement of healthcare and retirement plans such as 401(k) s, SEPs, and defined benefit plans, HMO/PPO for small to medium size businesses.
• Worked with various professionals on advance cases.
15 years in sales 35 years people skills mareting director tainer supervier manager fase to face preastation 15 years exp with flip charts and PC,Field underwriting obtained data from clients bout there financial resoures for best coveage calculated premiums for payment method .Attended sminars , meetings and programs for yeas to learn more product and sharsen my skills im very positive people person and very out going
• Extensive experience in sales, customer service, and management
• Positive success driven team player with proven performance in a competitive market
• Excellent oral and written communication skills
Microsoft Office (Word, Excel, PowerPoint)