C. Stephen Swarts

**** ***** *****

Prairie Village, Kansas 66207

913-***-**** (h)

816-***-**** (c)

acgt3c@r.postjobfree.com

WORK EXPERIENCE:

Independent Broker, Prairie Village, Kansas (1988 present).

Service client base through contracts with several life and

anuity carriers throughout the United States (including but not limited

to Met Life, ING, Pruco, Genworth, Transamerica, AXA Equitable).

Safe Harbor Financial Inc. (Philadelphia, Pennsylvania): Finished 34th out of 18,000

contracted insurance agents for 2005 (A member of the $500,000 Club).

State Farm Insurance. September 2014 – November.

Client Service Representative.

Responsible for servicing property, casualty, life and health insurance accounts.

Meadowbrook Insurance Group, Overland Park, Kansas (March 2014 – June).

Licensed Insurance Agent.

Responsible for the sale of property, casualty and work compensation to

independent businesses and organizations.

Forrest T. Jones & Company, Kansas City, Missouri (December, 2013 –

January 13, 2014).

Customer Care Specialist.

Responsible for responding to inquiries from policy holders, field force, and

home office staff via telephone, correspondence, and personal contact. Addressed topics which

included policy provisions, company procedures, and requirements for processing policy changes,

conversions, reinstatements, and exchanges.

Aerotek Staffing Agency, Lenexa, Kansas (October, 2013 – November, 2013).

Customer Service Representative for Well Point, Anthem, Blue Cross Blue Shield.

Contract basis. Assisted clients with health care policy information related to the Affordable

Health Care Act.

C. Stephen Swarts

2

McInnes Group, Inc. Fairway, Kansas (March 2007 – September

2013).

Marketing Director.

Case manager for long term care, health insurance, life insurance and disability

insurance. The first life sale I assisted with netted a $270,000 commission to the General

Agent (CEO) of the Agency.

Worked with a minimum of 50 carriers throughout the United States and Canada.

Worked with 25 Brokers within the McInnes Group Inc., Agency.

Worked with both individuals and groups on life and health products.

Farmers Insurance Company District Office, Overland Park, Kansas (October

2006 – January 2007).

Life Specialist.

Contract basis. Worked with Agents on marketing and increasing sales of life

production. Responsible for the District Office Manager achieving the life sales bonus

production which had never occurred in the past. This netted the District Manager a

substantial bonus.

Kansas City Life Insurance Company, Kansas City, Missouri. (June 1988 – November

2005).

Assistant Director Agent Training and Development.

Responsible for training both new and experienced agents. This training involved all

products, fixed and variable, offered by the field force. Also taught the company

sponsored prospecting and sales systems. This training took place at formal seminars in

the Home Office and on location in the field (traveled 48 states while making more than

600 business trips).

Assisted with product development and marketing of products.

Assisted with Agent presentations and product marketing to Clients.

Responsible for developing continuing education courses.

Responsible for ensuring compliance with the Agents.

C. Stephen Swarts

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Assisted with the development and coordination of seminars for the Agents on a

quarterly, monthly or annual basis.

Washington National Insurance Company, Overland Park, Kansas (1981 1988).

Agent and Field Manager.

Began as an Agent, became Field Manager after completing the Agent finance plan. As a

Field Manager, responsible for recruiting and training Agents for the General Agency,

while continuing personal production. Achieved the President’s Club Award in 1982

and 1986.

PROFESSIONAL DESIGNATIONS:

Life Underwriter Training Counsel (L.U.T.C.), 1983.

Certified Senior Advisor (C.S.A.), 2003.

L.O.M.A.

Have completed two sections.

LICENSURE:

Life and Health; Kansas and Missouri (1981, 1982 – present).

Property and Casualty; Kansas & Missouri (April 2014 – present).

Series 6 and 63 (1989 – 2009).

EDUCATION:

University of Missouri – Kansas City, Missouri.

B.A., Sociology.

University of Kansas, Lawrence, Kansas.

Completed 16 college credit hours for a Minor Degree in Spanish.

Rockhurst High School, Kansas City, Missouri.

High School Diploma.

REFERENCES:

Available upon request

CSS 11/2014

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