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Nine years’ experience as account executive/licensed insurance solicitor
for international insurance brokerage, servicing accounts with combined
premium value of $30MM. |
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Promoted to manage professional liability product line for key financial
accounts (Bank of America, Bank of California, Visa), physicians,
and attorneys. Subsequently managed Personal Lines Department, building
sales volume 30% in a one-year period. |
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Represented interests of insureds, ensuring accurate accounting, policy
coverage, and claims handling. |
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Made formal sales presentations to financial institution boards of
directors, physicians, attorneys, corporate executives, business owners,
and managers. |
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Assisted regional sales manager of insurance organization in planning semi-annual sales meetings. Designed well-received activities that emphasized team-building and problem-solving.
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