Sales Insurance

Stefon Mason

**** ********* **. * **********, Georgia 30052 u 678-***-****

Email: **********@*****.***

Professional

Objective

To utilize my corporate experience and qualifications to assist an organization in achieving its overall goals and objectives.

Qualification

Summary

Offering approximately 20 years of insurance industry experience. Possess a successful background of advanced formal education experience and specialized training in business administration, risk management, insurance claims, investigations, settlements, security, sales, customer service, quality assurance, loss prevention, negotiating, agreements, regulation compliance, and implementing policies & procedures.

Proficient in planning and completing projects to high standards in time-critical situations.

Strengths include excellent analytical, leadership, organizational, time management, strategic skills and problem-solving skills.

Licensed in Casualty and Property Damage Insurance and Life and Health

Registered Representative (Series 6 and 63)

Education

University of Phoenix, Atlanta, Georgia

MBA, (April 2005)

University of Louisiana, Lafayette, Louisiana

Bachelor of Science, (May 1996)

American Institute for CPCU, Malvern, Pennsylvania

Associate in Claims, (June 2005)

Professional

Experience

Mutual of Omaha, atlanta, Georiga

Sales Director (Feb 2018 – Present)

Oversee the overall sales function for a unit of Advisors through guidance from my role as the Sales Director. Recruit, train and develop a unit of productive Advisors by creating marketing/prospecting and sales strategies. Proven sales skills with the ability to influence others.

Assists with the administration of annual compensation programs as it relates to incentive programs, bonuses and overall pay structure.

Manage and initiate review process of salaries and compensation metrics

Significant experience as it relates to standards and guidelines

Educating teams in marketing supporting and product development to ensure confidence and brand protection.

Liaison between human resources and recruiting to develop competitive offers for new hires and tenure personnel.

Budget responsibility for agency operation production (AOP)

Unified delivery strategy among teams and branches

Serving as an example of exemplary client service behavior; a knowledge resource for escalated issues.

Managed relationship with underwriting and train advisors as the front-line field underwriters to ensure profitable business is being written. Establish marketing planning and key relationship training to increase overall production.

Conduct annual salary reviews, pay structure design and compensation analyses.

Provides ongoing training for each reporting Advisor to include: Activity management, weekly skill-building, Trustworthy Selling coaching and Field Training (demonstration and case design)

Actively participates in the Advisor Recruiting Process by providing Warm-Source candidates, participate in interviews and providing input into the Selection process.

Ensures that only well-trained Advisors are representing the Company to our customers serving as a role model for Mutual of Omaha through leadership and by example, (i.e. participating in professional seminars/workshops, pursuing required professional credentials and industry designations).

Develops a professional sales force and assures Company needs for sales and succession planning are met by implementing effective Unit/Agency recruitment, selection, and retention strategies. Maintain a mentoring and career counseling relationship with contracted Advisors.

Detailed product knowledge, with expertise in life, annuity, disability and critical illness insurance products

Strong employee and agent recruiting, selection, training and retention skills

Strong verbal/written communication, human relations and leadership skills

Solid innovative/problem-solving skills with the ability to make sound decisions

Proficiency in applicable software and technology including Microsoft Office and Salesforce.

Stefon Mason State Farm Insurance Agency Atlanta, Georgia

Owner, (Dec 2010- December 2017)

Chief Executive Officer of independent State Farm Insurance Franchise

Started as “Scratch Agent”, grow business to over 2500 households.

Territory leader in sales of auto/fire, business and life. (Proven results).

Create and administer employee benefit programs, training, evaluations, payroll, recruiting and terminations. Financial planning, marketing. Identify risk and manage risk. Claim Direction and Policy interpretation.

Review book of business to ensure quality control.

Detailed experience in brand marketing and management and recruiting

Oversee operations of the organization; manage human resources of organization.

Manage and develop staff and also ensure objectives are achieved.

Conduct financial and insurance reviews for clients to ensure proper coverage and assets protection. Served as a direct field underwriter/agent

Identify growth opportunities for business through marketing, industry trends and planning to ensure profitability growth.

Assures the organization and its mission, programs, products and services are consistently presented in a strong and positive image.

General Motors Acceptance Corporation - MIC Division, Atlanta, Georgia

Senior Insurance Representative, (Dec 2001 – Dec 2010)

Complex case management for multi-state clients to ensure proper indemnification in the event of a covered peril.

Assisted commercial clients with false pretense/fraud losses and case management

Requisition authority in excess of one million-dollar losses

Effectively manage and control large losses to ensure customer loss potential is minimized. Managed financial and operational losses.

Monitor activity of large dealership groups as it relates to false pretense claims and spot sales.

Achieve all objectives while evaluating and processing commercial losses suffered by customers; inclusive of review of balance sheets and accounting ledgers to determine financial loss

Training in dealership accounting practices as it relates to reconciling first party claims; such as, catastrophe losses.

Conduct in depth investigations and provide loss control recommendations to minimize customer exposure of monetary losses and to ensure effective fraud prevention.

Provided training and mentorship to new employees in claim handling and investigative techniques.

Document recommendation of corporation’s liability on all exposures.

Insurance Overload, Inc (GMAC INSURANCE Assignment), Atlanta, Georgia

Case Manager II, (Jul 2001 – Dec 2001)

Completed long-term assignment onsite with General Motors Acceptance Corporation.

All duties and responsibilities essentially identical with above listed position.

Stefon Mason page 2

Professional

Experience

(continued)

Liberty Mutual Insurance Group, Atlanta, Georgia

Case Manager II, (Oct 2000 – Jul 2001)

Conducted Attorney negotiations to settle multimillion dollar lawsuits on clients behalf

Utilized knowledge of commercial, general, and auto liability to represent Fortune 500 corporations in liability cases.

Extensive workers compensation claims

Premise and product liability investigations.

Participated in mediating and negotiating bodily injury claims with state attorneys.

Investigated and researched state laws & regulations affecting damage and liability evaluations.

Processed commercial and automobile insurance claims in Georgia, Florida, New York, New Jersey, Pennsylvania, Maryland, and South Carolina.

Complied with special service instructions provided by customers to ensure correct representation and financial protection.

Progressive Insurance Corporation, Atlanta, Georgia

Claims Specialist, (Jul 1997 – Oct 2000)

Applied knowledge of Casualty and Property Damage insurance regulations to initiate processing of damage and liability claims by customers.

Responded to accident scenes to perform onsite settlements.

Interacted professionally with attorneys to conduct liability investigations, negotiate and reach total loss settlements.

Conducted bodily injury evaluations, fraud detection, and coverage assessments.

Ensured customers received accurate service, satisfaction, and fair settlements.

Maison Blanche / Dillard’s Department Store, New Orleans, Louisiana

Risk Management / Loss Prevention Manager, (Jul 1996 – Jun 1997)

Initially hired as Loss Prevention Associate, then promoted to management position due to outstanding performance.

Oversaw all aspects of risk management and loss prevention activities for prestigious department store.

Monitored floor activities, responded to incidents and accidents, wrote reports, and reported insurance carrier.

Represented store at court hearings and lawsuits.

Supervised, trained, and coordinated activities of Loss Prevention Associates including scheduling and evaluations.

Loss Prevention Associate, (Oct 1995 – Jul 1996)

Performed ongoing observation of floor activities, apprehended shoplifters, responded to incidents and accidents, activated and monitored store alarms, and completed written reports for management.

Personal

Salary negotiable. Available on proper notice.

References

Excellent personal and professional references will be provided on request.

Contact this candidate