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Over 20 years of experience streamlining daily operations throughout various insurance sales and review operations.
Strong interpersonal communication skills, key to rapidly establishing rapport and upselling company services.
In depth understanding of General Liability, Workers Compensation, Fidelity, Employment Practice Liability, Commercial Auto and Pollution Legal Liability.
Regarded for the ability to deliver outstanding results with the highest degree of expertise, service and professionalism.
Insurance Industry Knowledge
Optima Healthcare Insurance Services (California Healthcare Insurance Co), Roseville, CA 2008-Present
Senior Account Manager
Leverage strong knowledge of insurance processes to strategically grow existing client base for multiple hospital and physician group accounts.
Strategically maintain quality control throughout proposal preparation, review, issuing and follow up.
Streamline process improvement initiatives, resulting in increased efficiency throughout daily operations.
Provide service to multiple business lines, including general liability, excess workers compensation, hospital professional liability and cyber liability.
Warren G. Bender, Co., Sacramento, CA 2007-2008
Established and maintained key commercial relationships; resulting in substantial growth of existing client base.
Utilized strong knowledge of workers compensation, D&O, EPLI and professional liability to develop innovative, needs based solutions.
Sentry Insurance, Folsom, CA 2007
Business Products Specialist
Strategically promote company services, leading to substantially increased company revenue across commercial property and workers compensation insurance accounts.
Identify individual needs and design solutions to ensure overall satisfaction.
TDIC Insurance Solutions (a CDA Company), Sacramento, CA 2005-2007
Commercial Insurance Agent
Fulfilled key insurance sales role, focusing primarily on Professional Liability, Business General Liability, Employment Practices Liability and Workers Compensation for commercial dental accounts.
Utilized strong interpersonal communication skills to rapidly establish rapport and upsell company services.
Remained up to date on current dental processes by attending seminars and community events.
TDIC (The Dentists' Insurance Company, a CDA Company), Sacramento, CA 1995-2005
Senior Claims Representative
Resourcefully reviewed and adjusted malpractice, general liability and EPL cases, focusing primarily on regulatory compliance and quality assurance.
Contributed extensively to identification of fraud throughout multiple states.
Heavily involved in all phases of litigation, including initial negotiation, approval of selected experts and case attendance.
Leveraged in depth knowledge of insurance industry to deploy highly effective training and development programs for new hires.
TDCIS (A CDA Company), Sacramento, CA 1994-1995
Policyholder Services Representative
Gained valuable exposure to aiding clients with various insurance processes, including commercial property endorsements and verification of medical benefits.
California Fire and Casualty Broker, Agent License, Renews 2018
California Life Agent License, Renews 2018
Legal Principals Claims Specialist (LPCS)
Accredited Advisor in Insurance
CNA HealthPro Producer Training, Chicago, IL; 2008
Ultimate Producer School, Agency Management Resource Group; 2006
Business Administration Coursework Completed, American River College, Sacramento, CA
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