Customer Service Insurance

Diane C. Bullock, CPCU, ARM, CIC

**** ******* *** . ******, ** 53593 . 608-***-**** .

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

PROFILE: Self motivated and well organized, ability to adjust

to fast paced environment that involves managing

multiple tasks

Strong insurance product background

Ability to analyze existing insurance programs of

complex accounts and provide

recommendations/alternatives

Great customer service interface ability; maintained

commercial book of business with excellent retention

level

Management Experience; managed agency's twenty-five

employees; recruited new employees, trained and

counseled

EXPERIENCE: New Business Development Specialist

Johnson Insurance Services LLC, Madison, WI

September 2006 to May 2009

Responsible for all functions relating to marketing

of commercial new business for Southern WI Region

Review, analyze, prepare and present

information to insurance carriers

Negotiate best possible pricing and coverage

from insurance carriers

Prepare client proposal

Provide marketing resource for Producers, CSRs, and

marketing counterpart in Green Bay, WI

Maintain relationships with insurance carriers,

producers, and CSRs

Provide marketing reports on hit ratios and volume

to Manager

Director of Commercial Retention and Marketing

Hausmann-Johnson Insurance, Inc., Madison, WI

April 2003 to September 2006

Responsible for all functions relating to marketing

of commercial new business and renewal business

Run monthly Agent/Commercial Account Manager

meetings

Manage Commercial Retention department: involved in

recruitment of new employees, training and

counseling of employees

Conduct evaluations of Associate performance on a

semi-annual basis, assist in setting pay and bonus

schedules

Monitor workflow and procedures

Periodically review Commercial Account Managers'

Books of Business workload and redistribute

Submit budgets for Marketing and Retention

departments on an annual basis

Represent Marketing and Retention departments on

Leadership Team

Account Executive, Armstrong/Robitaille, Inc.,

Fullerton, CA

February 2000 to April 2003

Serviced commercial book of business, $550,000 in

income

Marketed new business and renewal business

Maintained high retention level of existing client

bases, with an emphasis directed to service

Provided technical support to San Francisco and

Portland offices while in start-up phases

Producer, Everest Insurance Services, Inc., Santa

Ana, CA

May 1999 to February 2000

Surveyed new business prospects, analyzed insurance

programs, and provided risk alternatives

Marketed new business and established relationships

with major insurance carriers

Serviced commercial book of business

EDUCATION: California State University Fullerton

Bachelor of Arts Degree, December 2002

Business Administration with a Concentration in

Finance

COMPUTER Applied/TAM Microsoft Excel

SKILLS: AMS/Sagitta Microsoft Outlook

Microsoft Word Microsoft PowerPoint

PROFESSIONAL Wisconsin Property/Casualty License

CREDENTIALS:

Charter Property Casualty Underwriter

Certified Insurance Counselor

Associate in Risk Management

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