Post Job Free
Sign in

Customer Service Insurance

Location:
Danville, CA, 94526
Posted:
October 20, 2010

Contact this candidate

Resume:

Experienced Non-Profit Executive Director

Qualified for corporate community relations, social responsibility or cause

marketing roles. 17+ years of non-profit leadership roles including Board

leadership. Exceptional network.

Strong and inspirational leader with a talent for recruiting and motivating

volunteers. Passionate about community development, fund development and

tenacious in pursuit of goals. Equally adept at strategic planning and

tactical execution.

Successful record of creating, designing and managing events that improve

awareness, build strong community relations and make a real difference to

the lives of others.

Strategic Planning Corporate Sponsorship

Volunteer Recruitment

Event Design and Management Fundraising

Community Outreach

Media Relations/PR Strategy Team Leadership

Training

Budget Management Strategic Alliances

Relationship Building

Non-Profit Work

San Ramon Chamber Of Commerce (SRCC), San Ramon, CA 2006-2010

President/CEO

. Directed the day to day operations of The San Ramon Chamber of

Commerce (SRCC), a 501 6 Non-profit organization whose mission is to

enhance the quality of life and economic vitality in the San Ramon

Valley by representing business and community interests. Grew the

membership base from 460 to 580 members. Budget management

responsibility. Trained staff and volunteers/ambassadors

. Developed and implemented initiatives and exceeded goals of the Board

of Directors including the support of economic development, human

resource management, marketing, strategic direction, change

management, community relations, membership services and business

advocacy and education.

. Expanded and managed the SRCC's five annual fundraising events,

monthly lunches and mixers; greatly increasing revenue and sponsorship

levels

. Developed four new fundraising events and worked with volunteers to

implement them

. Facilitated collaborative strategies to support the SRCC and served as

the primary spokesperson to foster public support. Established and

fostered collaborative relationships with local businesses, junior

colleges, school districts, educators, business and civic leaders, city

officials, legislators, social service agencies, faith-based

organizations, etc.

. Conceptualized and then modernized the Chamber's website to a Web 2.0

site with the help of our web developer. Set up FaceBook, LinkedIn and

Twitter Groups for members to communicate more effectively.

. Editor of the Chamber bi-monthly newsletter, re-branded the chamber logo,

website and all print material

. Managed the fundraising and development efforts, which raised

sponsorship money for the Chamber's events and have worked closely

with companies like Chevron, AT&T, PG&E, Sunset Development, etc. to

secure funds as well as increase their sponsorship even in these hard

economic times.

. Participated actively in local, regional, state, and national levels

on economic development and advocacy relating to business policy,

legislation, and regulation.

. Increased Chamber membership overall as well as improved the retention

ratio. Accomplishments include: Increased attendance at Chamber events

more than threefold. Increased the number and variety of events put on

by the Chamber.

. Worked with an international travel company and traveled with chamber

members overseas to China, Egypt and Greece. The revenue from the 4

trips generated over $60,000 in 18 months. Recognized as the first

Chamber in Northern California to take business/cultural trips

overseas.

AWARDS

2003 San Ramon Chamber of Commerce Business Person of the Year

2007 ABWA Bay Area Council Business Woman of the Year

2007 CERWA Juanita B. Haugen- Women Making a Difference Award

NON-PROFIT PROFESSIONAL ASSOCIATIONS

San Ramon Rotary Member 1992 to present -

Board Member- 1996-1998

Carbo-Load Chairperson- 1995

San Ramon Chamber of Commerce -

Membership Chair- 1996-1997

Business Person of the Year- 2003

Danville Chamber of Commerce- Board of Directors- 1994-1997

San Ramon Valley YMCA - Board of Directors-1995-1998

San Ramon Valley Education Foundation - Board of Directors- 1999-2005

Primo's Run for Education Chairperson- 1999 and 2000

Grew the race from a $45,000 event to $95,000 in 1999

Race currently nets $225,000- still serve on the committee

Vice President- Jan 2002 to July 2002;

President - July 2002 to January 2004

Established the Endowment Fund in 2004

Fund is currently over $750,000 with the majority being

unrestricted funds

Treasurer- January 2004 to January 2005

SaveCASchools.org - Vice President- 2004 to 2007

Leadership San Ramon Graduate 1995

Measure A Oversight Committee- 2005 to 2007

Oversight Committee for the remodeling of 9 grade schools, 5 middle

schools and

3 High Schools

Oversight committee for the construction of 5 new grade schools, 2

middle schools

and 1 high school, plus 1 continuation school

CALDA (California Lyme Disease Association)- 2003 to present

Rolling Hills Chapter of the National Charity League- 2005 to present

Realtor:

Alain Pinel Realtors, Danville, CA

2003-2009

ERA Golden Hills, San Ramon, CA

2001-2003

. Established a new business and brand identity for the company.

Performed all aspects of sales and account management. Individually

sold $15M+ in residential real estate over a three-year period.

. Created a successful real estate business by performing extensive

market research, conducting in-depth analysis of the residential real

estate market, building premier client relationships and delivering

exceptional customer service.

. Performed and participated in the following duties and activities:

Toured home inventory weekly, developed and implemented marketing

programs, conducted competitive market analysis to establish a pricing

strategy, wrote and negotiated contracts, managed escrows, ordered

inspections, managed property repair process, ordered title insurance,

arranged financing.

Insurance Industry:

Allstate Insurance Company, San Ramon, CA

1992-2001

Insurance Agency Owner

. Built a successful Allstate Insurance Company Agency. Responsible for

growth and profitability up to $1.2M annually. Responsible for sales,

customer acquisition, customer retention and all the day-to-day

operations of running an agency. Grew the business from zero to 1200

clients. Successfully sold the business in 2001 with four firm offers.

. Developed the company business plan and a working budget for the

agency. Customer retention rate was well over 96%. Introduced and

sold Property and Casualty, and Life Insurance products to clients.

Established profitable relationships with decision makers.

. Managed daily operations including: P&L, recruiting, staff, inventory,

and cost analysis. Managed the financial performance of the business

and performed all financial accounting and payroll functions which

resulted in the attainment of all revenue goals.

Allstate Insurance Company, San Ramon, CA

1988-1992

Marketing Sales Manager (1989-1992)

. Managed the day to day operations of the territory and directed the

production of 25 independent agents who marketed and sold Property and

Casualty Insurance and Life insurance products to over 25,000 clients,

thus generating millions of dollars in premium and revenue.

. Developed business plans for the agencies and received buy-in from each

agency owner. Prepared and managed the annual market budget. Consistently

and significantly increased the sales in the Market over prior years.

Implemented customer service and retention programs in the agencies.

Provided training to agents and agency staff. Developed marketing

strategies for all agencies. Developed the Territory's budget and the

individual market budgets for each sales manager's team Developed and

delivered new agent training courses. Created all course materials.

EDUCATION

Drake University, Des Moines, IA. - BS, History with a Secondary Teaching

Certificate

Advanced Insurance Courses FLMI, CLU & CIC

Real Estate Agent Licensee

Property and Casualty Insurance Licensee- Life Insurance Licensee

CAROLYN DEGNAN

383 Bolero Drive, Danville, CA 94526

925-***-**** *************@*****.***

AREAS OF EXPERTISE

PROFESSIONAL EXPERIENCE



Contact this candidate