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Customer Service Insurance Agent

La Porte, Indiana, 46350, United States
January 10, 2018

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Roy Alford

**** *. ******* *****

Rolling Prairie, IN 46371

Phone: 219 *** ****


Independent Insurance Agent (Licenses: Series 6 & 63, Property and Casualty, Life Accident and Health)

12/2009 to Present

I am an independent life and health insurance agent. I am licensed and work in Michigan, Illinois and Indiana. I am licensed in property and casualty, life accident and health.

Wells Fargo - Mortgage Loan Officer

12/2006 to 11/2009

Chicago, Illinois

I produced high quality loans from local realtors in Chicago and New Buffalo, Michigan. I also worked with builders and a long with past customers that needed home equity loans for remodeling. I provided excellent customer service and closed several personal loans for the realtors I worked with.

Independent Securities and Insurance Sales

7/1995 to 11/2006, Vice President, COO

I worked as an independent representative and I offered mutual funds, variable products, life, annuities and disability to my clients. During this time I marketed my products by monthly seminars and I also taught adult classes at libraries and park districts.

Waddell Reed Inc.

6/1984 to 6/1995, Division Manager

I hired over 20 stockbrokers and managed one of the most successful offices in the country. These stockbrokers became very good listeners and problem solvers. In twenty-three months, our office went from 173 in production to the number three office in the country.

Cook County Adult Probation

6/1979 to 6/1984, Adult Probation Officer

I worked in the Repeat Offender Courts (ROC) with felony adult repeat offenders on trial for a new crime. I had to investigate the background of the accused and the effect on the victim and make sentence recommendations to the presiding judge.

Education: 1979 Loyola University of Chicago

Bachelor of Science Criminal Justice

Current Licenses: Indiana & Michigan: Property and Casualty, life & health insurance. Certified for Medicare Advantage and Federal Market Place. Series 6 and 63.

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