Sales Customer Service
Resume:
Lea Sands
Email: *********@********.***
Address: ***** ******** ***** ****
City: Menifee
State: CA
Zip: 92584
Country: USA
Phone: 951-***-****
Skill Level: Experienced
Salary Range: $75,000
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
LEA L. SANDS
25316 Robinson Creek Lane r Menifee, CA 92584 r 951-***-**** r ********@***.***
PROFESSIONAL SUMMARY
COMMITMENT LEADERSHIP INTEGRITY
A licensed insurance professional with over 15 years success in client and carrier relations. A strategic leader that cultivates unique consultative sales abilities into business development and retention. Dedicated to maintaining a reputation built on quality, service, and uncompromising ethics.
AREAS OF EXPERTISE
High Risk Account Management
Regulatory Standards Compliance Skills Consultative Sales Strengths
Effective Time Management Policy & Procedure Implementation
Business Analysis & Development
Policy Retention Expertise
P&C Licensed
PROFESSIONAL EXPERIENCE
ALLIANT INSURANCE SERVICES - SAN BERNARDINO, CA August 2003 - August 2012
ACCOUNT MANAGER
Represented a full-line of insurance products for company and served as a trusted advisor to all policy holders, including businesses and individuals alike.
Specialized in lines of business including:
o Property
o General Liability
o Workers` Compensation
o Commercial Auto
o DIC
o Flood
o Umbrella
o Excess
o D&O
o Crime
o Professional Liability
o Boiler & Machinery
o Fleet Trucking
Developed and implemented sales plans and managed all phases of sales cycles from prospecting to close. Monitored client activity and executed excellent follow-up support.
Assigned high risk accounts specifically serving the trucking industry, taxies and garages, fleet and non-fleet (including cargo and other types of inland marine), warehouse liability, and hazmat.
Assessed risk tolerance and risk-management goals to recommend solutions optimally suited to client needs.
Reconciled receivables for all Insureds, including audit review of client records in preparation of potential disputes.
Reviewed commercial development plot plans to determine exposures and coverage needed.
PROFESSIONAL EXPERIENCE - CONTINUED PAGE 2
Serviced Section 8 real estate projects insuring up to FNMA and other government agency requirements.
Serviced Homeowner`s Associations, contractors (including WRAPS & OCIPS), manufacturers, and retail operators.
Achieved a pace-setting 20% increase in annual revenue in 2011. Outperformed sales targets every quarter.
Increased referral business by 15% in 2011.
Received 2nd Place Process Improvement Award for devising a computer configuration within TAM (Applied Systems) focused on streamlining E&O time saving processes.
LIVERMORE & ASSOCIATES - RANCHO CUCAMONGA, CA June 1998 - August 2003
CUSTOMER SERVICE REPRESENTATIVE
In charge of book of business specialized in Skilled Nursing Facilities, Group Homes, Non-Profits, and Generalists.
Successfully penetrated new markets by aggressively cold calling, prospecting, and networking at community events.
Created strategic marketing plans for target market, and built profitable relationships with clients that resulted in frequent referrals.
Consistently met and frequently exceeded represented clientele objectives.
EDUCATION & PROFESSIONAL DESIGNATIONS
CA Dept. of Insurance Property & Casualty License #0A46761
TX Dept. of Insurance Property & Casualty Non-Resident License #1737995
AAI - Accredited Advisor in Insurance - Insurance Institute of America
AIS - Associate in Insurance Services - Insurance Institute of America
CRIS - Construction Risk & Insurance Specialist - International Risk Management Institute
CISR - Society of Certified Insurance Representatives - National Alliance for Insurance Education & Research
Harbor Junior College, Harbor City, CA - AA Degree
Gardena High School, Gardena, CA - Graduate
SOFTWARE EXPERIENCE
Microsoft Office Suite - Word, Excel, Outlook
Applied Systems (TAM & EPIC) - Marshall Swift Evaluations - Lotus Notes- ACORD
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