Sales Customer Service

Kert B. Brown, ACS 1-850-***-**** (Home)

**** ************ **. ***-******

Milton, FL 32570 Good Health

*********@*********.*** *******@***.***

OBJECTIVE: To achieve the corporate goals by utilizing my skills in:

Classroom Training; Insurance Operations; Creative/Technical Writing;

Marketing Communications; Customer Service; Non-Profit

Operations; Sales; and Supervision.

CREDENTIALS: Licensed for Life/Health Insurance and Variable Annuities.

Agency Management Training Course.

Dale Carnegie Course.

PROFESSIONAL DESIGNATION - Associate, Customer Service (ACS)

designation by the insurance industry (LOMA).

Eligible to teach Social Studies, Grades 6 through 12.

EXPERIENCE: Life Skills Trainer - Lutheran Services Florida (6/2009 to

present):

Provide classroom training and curriculum design for adult

students who are eligible for the Ryan White Title II

Program/Benefits. These classes are to help the student

with "life skills", i.e., employability, communication

skills, money management, motivation, etc.

Community Services Supervisor - Council on Aging of West

Florida, Inc. (8/2007 to 4/2008):

Responsible for the overall administration and operation of

Meals-on-Wheels and sixteen Congregate Meal Sites for

Senior Citizens in the greater Pensacola area. This

includes hiring, coaching, evaluating and terminating

employees, as necessary. Approximately twenty direct

reports (Meal Site Managers and Meals-on-Wheels drivers).

Required certification as a Case Manager in the State of

Florida, by the Division of Elder Affairs, for Case

Management and meal site assessment responsibilities. Also

responsible for the upkeep and maintenance of a fleet of

company vans.

DIRECTOR OF SPECIAL PROJECTS/NETWORK COORDINATOR - UNITED

WAY OF SANTA ROSA COUNTY (12/2004 to 8/2007):

Assist the Executive Director with special projects, communications

and marketing duties, as assigned. Has been proactive in

the development of a countywide database identifying needs

and priorities in disaster response, client assessments,

volunteer intake and agency information.

Classroom trainer and grant writer for the organization &

coalition.

AGENCY MANAGER/INSURANCE SALES - KERT BROWN & ASSOCIATES

(10/00 to 11/2004; 4/08 to 6/09):

Insurance sales and customer service, with the focus on the Senior

Market (Long Term Care; Medicare Supplements; Annuities;

Final Expenses).

UNIVERSAL AMERICAN FINANCIAL CORPORATION (7/98 to 10/00):

WORLD NET SERVICES - DIRECTOR OF SPECIAL PROJECTS,

INSURANCE OPERATIONS:

Reported to the Senior Vice President of Operations. TPA

responsibilities for Long Term Care/Medicare Supplement

insurance, including: customer service, policyholder

service, claims, underwriting, policy issue and agents

services. Helped SVP of Operations develop and coordinate

certain standard operating procedures and training material

for the organization. Carried out other important projects

as assigned by the Senior Vice President of Operations.

Also, was Safety Coordinator for the Pensacola facility

(fire prevention; hurricane evacuation; etc.).

AMERICAN PIONEER LIFE INSURANCE COMPANY - REGIONAL DIRECTOR

OF SALES AND CONSERVATION:

Responsible for projects as assigned by the Marketing Vice

President, including saving business in danger of lapse and

additional sales. Primary focus of this position was the

administration and enhancement of the conservation program.

BANKERS LIFE AND CASUALTY COMPANY

(8/73 to 9/96; 6/97 to 7/98):

MARKETING COMMUNICATIONS/COPYWRITER: Responsible for the

drafting, editing, approval routing, printing and release

of various Marketing Division materials. This included

brochures, sales manuals, forms, procedure manuals, and

memos to the field, sales promotion items, product

implementation pieces and scripts for audio and visual

productions.

Designed and wrote the "Manager's Manual", "Agent

Information and Procedures Manual" and "Field Office

Procedure Manual" used by Bankers Life and Casualty Company

personnel. Wrote and designed the "Product Sales Kit" for

the Medicare Supplement and for the Long Term Care sales

presentations used by Bankers Life and Casualty Company

agents. Designed and had approved numerous forms used by

Bankers Life and Casualty Company home office and field

office personnel.

BRANCH OFFICE AGENCY MANAGER/RECRUITER & CLASSROOM/FIELD

TRAINER:

Recruited, trained and supervised the sales and

administrative staff for the Branch Sales Office. This

included the ability to deal with all aspects of customer

service as well as financial and supervisory matters.

Certified by the State of Illinois as a Continuing

Education Instructor.

CORPORATE CLASSROOM TRAINING INSTRUCTOR:

Provided both field and classroom training to home office

and field personnel on various subjects, including time

management, product training, recruiting techniques,

revised forms/procedures, etc. Was also an official

Financial Needs Analysis instructor responsible for three

sales regions (forty sales offices).

SALES/SALES MANAGEMENT:

Excellent record as an agent and sales manager. Qualified

for National Sales Convention, National Sales Achievement

Award and Health Insurance Quality Award. Promoted to

Corporate Training.

LIFE & ANNUITY PRODUCT DEVELOPMENT:

Helped develop and implement Life and Annuity products to

the sales force. Was on committee that developed and

released the first Universal Life product sold by Bankers

Life and Casualty Company. Was the secretary for the "Life

Product Committee" and the "Annuity Product Sub-Group".

K&B FINANCIAL, INC. (9/96 to 6/97):

Sold Blue Cross Blue Shield of Illinois products with

K & B Financial, Inc., General Agent for Blue Cross Blue

Shield of Illinois. Focus on Medicare Supplements, LTC and

Annuities.

EDUCATION: Earned Bachelor of Science Degree from the University of

Wisconsin, River Falls, May 2002. Graduated in top ten

percent of class with a grade point average of over 3.50 on

a 4.00 scale.

Was inducted into Gamma Theta Upsilon, International Geographic

Honors Society, April 2002, based on academic excellence.

Numerous insurance industry courses, training and seminars.

PERSONAL: Grew up in Park Ridge, Illinois. Graduated from Maine South

High School. Lived in McHenry County, Illinois for twenty-

two years. Moved to Pace, Florida in 1998. Married over

thirty years. We have one daughter. Moved to Wisconsin to

finish college degree in 2000. Moved to Milton, Florida in

2003.

Was on Church Board of Grace Evangelical Free Church in Wonder Lake,

Illinois, for over five years.

I enjoy hiking, bike riding, Bible study and nature.

MISC: Computer literate, including Windows, Microsoft Office (Word; Power

Point; Excel), etc. Business and personal references upon

request. Work samples, certificates, transcripts, sales

bulletins, etc., upon request. Salary open to discussion.

Thank you.

My wife and I are willing to relocate for the right opportunity.

REFERENCES: John Clark: 850-***-**** Ann Gault: 850-***-****

Dick Day: 630-***-**** Don Earnhart: 317-***-****

Ken Williams: 850-***-**** Jo Harthun: 850-***-****

Dr. Kurt Leichtle: 715-***-**** Kim Liedberg: 815-560-

2431

Carrie Meredith: 850-***-**** Tom Michelbach: 708-997-

8652

Dr. Charlie Rader: 715-***-**** Guy Thompson: 850-623-

4507

Betty Wise: 850-***-****

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