Sales Customer Service
Resume:
Milton C. Canady
Moreno Valley, CA 92550
Cell: 951-***-****
Home: 951-***-****
Email: **************@*****.***
Objective:
To acquire a position in a fast paced, growth oriented company by utilizing
my extensive communications skills, creativity and leadership abilities.
Personal and Commercial Account Manager: duties and responsibilities as
follows;
. Solicit customers for personal and commercial lines of insurance.
. Complete electronic applications, monitor sales productivity and
policy accuracy.
. Responsible for the sales and service of auto, homeowners, watercraft,
personal umbrella, commercial and entertainment insurance. Workers
compensation.
. Demonstrate full knowledge of all products and services offered by the
company and convey all information effectively via phone, email and
regular mail.
. Exhibit strong organizational and multi-tasking abilities, follow-up
skills and attention to detail while providing the highest level of
customer service to all customers.
. Excellent people skills in resolving, negotiating and understanding
various problems in billing issues and auto/home policy limits and
coverage.
. Excellent ability to interact with customers to make them
knowledgeable of the policy coverage, limits, exclusions and
deductibles that are applicable to their policy.
. Litigated first reports cases from the insured to claims department
for processing with follow up to verify the information was properly
documented on file.
. Expertise underwriting skills with direct Insurance carriers; Mercury,
Safeco, Travelers, Hartford, Kemper, Progressive, Infinity, Allied,
FIC, RMIS, Bristol West and other surplus broker lines as Burns and
Wilcox and Bliss and Glennon and other markets.
. Certifications: Fire and Casualty licensed 18 years, attended various
seminars regarding extra ordinary customer service and best practices
and received certificates over the last 16 years.
Issue Insurance Binders, Certificates of Insurance, and Evidence of
Property Insurance Certificates and create Commercial and Business
Proposals from various carriers within their guidelines, policy and
underwriting requirements to maintain all company compliance.
Proficient in Microsoft software applications; MSWord, Excel
Spreadsheet. Implemented data entry via insurance industry systems as
TAM, Applied, AMS 360, FSC rater and proficient in other types of
software and various carriers' quote engines.
Employment history:
May 2013 till present - Freeway Insurance Services - Insurance Broker P&C
products
San Bernardino, CA
Sales and service of New Business, Renewals, Cancellations, Rewrites,
Endorsements to property and casualty products, auto, homeowners,
motorcycle, mobile home, watercraft.
October 2012 till present - CardPayment Solutions - Outside Sales Executive
Consultant Thousand Oaks, CA
Business to Business Sales are offered by consultative solutions for local
small businesses to retain the maximum profit margin within their company
by lowering cost on service and transaction fees while customizing our
products and services to fit and meet all their expectations versus their
current merchant processor company.
August 2011 till present - PFA Registered Independent Financial Loan Broker
#1210614
Professional Financial Associates, Dana Point, CA
Programs offered by my services as an Independent Financial Loan Broker are
as follows: Real Estate Loans (mortgages and trust deeds) for both
residential and commercial properties.
Personal Loans including unsecured signature loans and loans for debt
consolidation.
Business Financing including loans for expansion and working capital, as
well as new equipment leases and used equipment sale-leaseback.
January 2010 till December 2012 - Senior Sales Insurance Specialist,
Melendez Insurance Agency, Riverside, CA
September 2007 till January 2010 - Senior Sales and Renewal Agent
Survival Insurance Brokerage, Rancho Cucamonga, CA and Hollywood CA
August 2005 to September 2007 - Commercial Account Manager
The Liberty Company, Culver City, CA and Hollywood, CA
June 2002 to August 2005 - Personal Account Manager
White and Sutton Company, Santa Monica, CA
January 2001 to June 2002 - Senior Insurance Sales and Service Consultant
Kinecta FCU, AKA Howard Hughes FCU, Manhattan Beach, CA
June 1998 to January 2001, Senior Sales and Retention Agent
Answer Financial Inc., Woodland Hills, CA
June 1994 to June 1998, Sales Agent
Survival Insurance Brokerage, Hollywood, CA
Education:
So Cal Forklift - Sit Down Powered Industrial Truck Operator CAL OSHA
Certified,
1433 Linden Street Suite M, Riverside CA 92507 - Trainer: Ana Solis
January 2009 to September 2009, Westech College
Medical Coder, Biller and Health Claims Examiner I, CA State certificate,
GPA 4.0
June 1991 to September 1992, Practical Schools
Electronics and Computer Technology Repair, AA degree, GPA 3.9,
Anaheim CA
References:
Dave Bernstein - Senior Life Insurance Agent at AAA - 661-***-****
Dedric Bates - College Recruiter at Wyotech College - 323-***-****
Martin Eisler - CEO Professional Financial Associates - 949-***-****
Contact this candidate