Customer Relationship Market Research

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DOUG BERNHARD

Coralville, IA 563-***-**** ad5pzv@r.postjobfree.com

Core Competencies

Customer Relationship Management. Market Research.

Effective Documentation / Reporting. Customer Relationship Management.

Data Analysis. Market Research.

Success Focused / Problem Solver. Life Insurance Sales

Detail-oriented & Excellent Communication.

Education

Upper Iowa University: Bachelor Arts in Business Management Certifications

Insurance License

Career Progression

Bernhard Insurance Services

Owner/Operator 06/01/ 1994 – 03/01/2024

• Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

• Developed marketing strategies to compete with other individuals or companies who sell insurance.

• Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, or specialized policies, such as marine, farm/crop, and medical malpractice. Buffalo Gap Instrumentation and Electrical

Field Office Administrator 03/16/2006 – 02/28/ 2012

• Maintained payroll, purchase order system, construction material and invoiced the general contractor.

• Handled hiring and termination paperwork, did random drug testing, updated parts inventory, prepared job progress reports and ensured all rental equipment was returned upon job completion.

• Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Pattison Bros. Grain

Grain Merchandiser/Crop insurance manager 03/15/1999 – 02/28/2005

• Purchased Grain from Wisconsin, Market company owned grain domestic and Japanese.

• Established and grew a crop insurance agency for Pattisons, Purchase Barge Freight.

• Probed Grain trucks, hauled grain, and gave tours of facilities to customers.

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