Sales Customer Service
Resume:
L aw rence M. Caplan
** ****** **** ***** ****** Mills, MD. 21117
******@*******.***
******@*****.***
CAREER FOCUS
SALES MARKETING MANAGEMENT
PROFESSIONAL PROFILE
Entrepreneur with extensive management and sales experience in the insurance industry.
Managed, trained and hired a sales staff that have become leaders within the industry themselves.
Proven ability to develop and maintain successful and long-term client and agent relationships.
Excellent marketing strategies and presentation skills resulting in increased sales. Leadership
driven, goal orientated, excels at problem solving with logical and analytical thinking. Well
respected, and a proven leader with a team or as an individual.
SPECIFIC QUALIFICATIONS
Bachelors Degree, Business Administration, and Human Resource Management
Licensed for Life, Health, Property, Casualty, as an Agent and Manager, Notary Public
Extensive training with large group contracts within Carefirst Blue Cross Blue Shield
Graduate Dale Carnegie public speaking programs
Developed Sales Strategies for referrals, cold-calling and direct mail programs
Proficient in PC skills, Word, Excel, and Power Point
Well versed, organized, and adept in writing complex documentation
PROFESSIONAL ACCOMPLISHMENTS
Contract tech for Carefirst in a temporary position to assist with renewals
Owner Lawrence M Caplan & Associates Insurance Agency
Marketed and sold over 100 group and or individual health insurance cases, while managing
them for renewal. Currently over $300,000 premium on the books.
Consulted with clients on Medicaid, Medicare, and Medicare Advantage Plans.
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Received National Sales Award, National Quality Award, through the National Association of
Insurance & Financial Planners while achieving membership in the prestigious Million Dollar
Round Table.
Served as Public Relations Director for the Baltimore Life Underwriters Association
Ran the Life and Health department for a casualty agency
Developed programs for account retention, account management, customer needs analysis
Agent and Manager with Metropolitan Life Insurance Company Baltimore Maryland
As an agent led a 16 state territory in total production with over $250,000 in annual premium.
Created and facilitated a sales training network for meetings focusing on sales strategies,
customer service, and motivation for sales development.
Oversaw, mentored and managed and developed a sales staff of insurance agents.
Developed effective presentations to businesses and individuals while increasing sales. Working
with small time employees all the way up to the corporate executive in a fast paced B2B
environment.
I am also a professional photographer and gourmet chef experienced at catering, party and event
planning. I have assisted and coordinated many events from Virginia to Pennsylvania. I have
worked on banquet awards weekends for a yellow page advertising company for 4 consecutive
years. I have coordinated an awards banquet for a very large well known college in Maryland. I
have worked on many themed birthday parties. I am very experience working with many
caterers, florist, hotels, photographers, party planners, and suppliers.
I am also mechanically and electronically inclined and knowledgeable in the industrial building
industry as I have built an entire inside for a retail store.
Contact this candidate