Rocco B. Pelosi

Cedar Park, TX *****

512-***-****

EXPERIENCE:

Marketing Director January 2007 – present

Great American Financial Resources, Supplemental Insurance Group, Austin, TX

Performs out-bound cold calls to recruit independent insurance brokers/agents throughout the United States to market the company’s entire product line of supplemental benefit insurance options, annuities, other insurance products in order to contract their new business.

Assisted the Licensing Department with processing of agent appointment paperwork by creating a checklist for agent contracts, state license(s), errors and omissions to ensure accurate and timely company appointments.

Assists agents with processing new business and agent commissions in a timely manner.

Manages agent requests for supplies and ensures the timely order processing of their requests.

Creates new marketing strategies and shares those ideas with other marketers at weekly team meetings.

Created value-added slogans to help recruit agents away from competitors.

Serves as liaison between brokerage agents in the field and their client base and Great American’s family of senior market companies.

Follows-up with new brokers recruited to ensure the development of a strong, on-going relationship between the company and the broker and encourages continued distribution of the company’s products to their customers.

Trained newly employed marketers in the techniques of recruiting agents and marketing our products. Provided feedback on their performance and served as a mentor during their probationary period.

Created a training module based on a recruiting call cycle that was defined, measurable, and successful if new marketers stayed focused to outperform their previous months goal.

Accomplishments since employment in 2007

Recruited and contracted over 2000 new agents and agencies to GAFRI/SIG.

Produced a cumulative total of over $8.0 million in annualized premium revenue in less than four years.

Highest revenue producing marketer in the group for four consecutive years.

Recognized for being the top revenue producer for the most consecutive months.

Recognized for a single monthly revenue production total of over $451,000, a company record.

Numerous agent compliments sent to upper level management on my service and dedication to their business.

Current Licensed Life and Health Agent in TX.

Rehabilitation Case Manager August 2005 – December 2006

Hill Country Community MHMR Center, Kerrville, TX

Performed Level III case management services for individuals diagnosed with schizophrenia, depression, or bi-polar disorder, some of whom are dual-diagnosed.

Performed individual assessments of persons with mental illnesses, developed individual treatment and life skills plan for each client, and monitored the implementation of the plan supporting individual learning skills to help them reach specified service outcomes and to attain/maintain individual recovery. Made home visits as appropriate.

Conducted crisis intervention assessments for individuals who are suicidal and determined which individuals should be hospitalized. Worked with local law enforcement and local judges to effect psychiatric hospitalization.

Completed all documentation in a timely and accurate manner.

Direct Care Staff (Villa Del Sol) March 2005 – August 2005

Hill Country Community MHMR Center, Kerrville, TX

Supervised up to 15 adolescent male clients participating in residential substance abuse program. Lead discussion groups with clients.

Assisted in development of treatment plan objectives; reviewed client progress and performed documentation as required. Provided follow-up on identified client behavioral problems.

Served as shift lead and provided substitute shift coverage as needed.

Provided transportation of clients to meetings, appointments, and program/job-related activities. Performed some cooking duties.

Maintained appropriate infection control procedures; attended staff development and in-service training.

Participated in all staff meetings; performed other duties in accordance with policies and procedures and DSHS rules, standards, and guidelines.

Membership Services Representative September 2004 – January 2005

Riverhill Country Club, Kerrville, TX

Assisted Club members with their needs.

Ensured golf course range and golf carts were ready for daily use.

Worked in the Golf Course Pro Shop, scheduling tee times, and entering members’ scores in company database and marketing merchandise.

Balanced cash drawer, tallying credit cards receipts, store credit receipts, and cash daily.

Account Executive July 2002 - April 2004

Beneficial Finance Corporation, Austin, TX

Solicited new business and marketed the company’s financial and insurance products to new and existing customers.

Interviewed and qualified customers for consumer and home equity loans.

Managed all aspects of the real estate loan application process, including issuance of required disclosure forms and coordination of all required documents for underwriting review.

Conducted all aspects of personal and home equity loan closing process.

Assisted the Branch Sales Manager with loan documentation, disbursement of proceeds, processing counter payments, and making deposits.

Licensed as a Limited Lines Agent by the Texas Department of Insurance and held a Notary Public Commission.

Consistently exceed monthly sales goals.

EDUCATION:

Stephen F. Austin University September 1997 – May 2002

Bachelor of Arts: Major: Psychology Minor: General Business

Co-Investigator in a Psychological Research Project

Hospice Volunteer

Member of Delta Sigma Phi Social Fraternity

• Rush Chair, Fall 1998 through Spring 2000

• Social Chairman, 1999-2000

• Pledge Educator, Spring 2000

• Planned and Implemented KIDS DAY Rally, Boys & Girls Clubs, Nacogdoches

• Robert R. Harris Award Recipient

References Available Upon Request

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