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Customer Service Manager

Location:
Bonita, CA
Posted:
June 21, 2014

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Resume:

Michael T. McMahon L.U.T.C.F.

**** ****** *****, ***** *****, Ca. 91910

email: acenv6@r.postjobfree.com

619-***-****

Objective: “To apply and secure the Management position, Sales or Customer Service, Training, Recruiter position: to add value to that position and enhance a positive relationship with our Team members and client’s business relationship”. To be a member of this organization and help it attain and exceed its goals.

Professional Experience

Jan. 2014 to present

Ameritas Insurance Life and Annuity Specialist

AAA Life and Annuity Specialist

August 2011 to Jan 2014

Sale and service life and Annuity products to AAA members and non- members.

Work with the property and casualty agents to develop prospects for AAA life and Annuity prospects and to refer back to cross sale. Call and develop leads through member lists.

March 2009 – August 2011 Insphere insurance solutions San Diego, Ca.

Account Executive, Life,Health,Medicare ETC.

Provide financial solutions and health and life insurance products to individuals.

August 2006 - March 2009 Aig /Matrix Direct

San Diego, Ca.

Account Executive term life sales nationwide/ Final expense

Licensed in 48 states to sell life insurance via internet and phone dialer. Duties include developing insurance needs and recommending coverage based on insurance needs and health qualifications, ordering health exams. Resale and place rated cases if needed. Top 10 producer the last 2 years.

January 2003 - August 2006 Express Funding and Realty San Diego, Ca.

Sr. Loan Officer / Manager

Recruited and Trained new loan officers .I also sold and created my leads to loans, including all follow up to closing. Specialized in refinance existing home loans

Dec 1998 - Jan 2003

Insurance Agent / Broker Farmers Insurance Group

Chula Vista, Ca.

Took over an existing all lines agency doubled its policies in force and hired and trained staff to sell and service customers. Sold agency to go into Mortgage industry.

January 1989 - December 1998

Huntsville, Alabama, Farmers Insurance Group

District Manager

Hired to build a district from scratch in new expansion territory for this company. Responsible for all production and growth and profitability of district.

Growth of district from 0 agencies to 30 agencies and more than 30 million in profitable all lines premium. Sold district to return to California to help family.

February 1978 - January 1989 Farmers Insurance Group

San Jose, Ca.

Agent / Broker

Built an agency from scratch to over 3000 clients. Hired and trained staff for new growth and service of customers. One of the top agencies in the company and I was promoted to District Manager.

Education and Achievements:

Fremont High School graduated 1974

De Anza Jr. College 1976 to 1978- Left college for internship with Insurance industry.

Graduated from A.M.T.C. in 1992 Business Agency Management.

Earned Life designation (L.U.T.C.f ) 1995 from the

National Association of Life underwriters.

Have taken and passed Life and Heath License in State of California.

Held property and casualty license State of California/Alabama

Hold California Life license, held Series 6, 63 in state of California for variable accounts (Mutual Funds).

Member of Life Round Table 1985 through 1989.

Top District Manager in 1995, Interests: Family, Sports, Camping, Travel.

Michael T. McMahon L.U.T.C.f.



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