Business Development Sales Call Center Insurance,Telemarketing Ins.

Mr. L. Dale Moore

**** *. *** ****** ***** Ana, CA 92704 951-***-**** *********@*****.***

Senior Management – Marketing Sales Business Development

Technology Strategies Healthcare & Utilities Compliance Detailed

GOAL-DRIVEN AND RESULTS-ORIENTED PROFESSIONAL WITH DEMONSTRATIVE CAREER IN LEADING POWERFUL TERRITORY SALES MANAGEMENT AND

MARKETING DIRECTIVES IN THE COMMERCIAL INSURANCE INDUSTRY . POSSESS SHARP POLICY KNOWLEDGE ACROSS E&O, EPLI, PERSONAL AND

COMMERCIAL, LIFE, AND HEALTH, AS WELL AS RATING, MANAGEMENT, SALES AND SOFTWARE SYSTEMS. DEVELOPED AND IMPLEMENTED PRODUCT

MARKETING STRATEGIES FOR U.S. PRODUCERS, WHILE PERSONALLY CLOSING OVER $1M IN PREMIUMS. POSSESS SUBSTANTIAL ROLODEX OF

CONTACTS, SERVING AS INTANGIBLE ASSET TO PRODUCING NEW OPPORTUNITIES .

+ Chosen one of 16 agents out of 165 AAA AGENTS for special Sales & Service project because of my experience & sales.

+ Years of experience selling & installing Insurance rating systems and training agents & brokers in their use.

+ The number one referrer of Life Insurance prospects to the AAA Life insurance dept. for all of the AAA offices in 2012.

Commercial Insurance… Underwriting Management… Insurance Marketing Representative… Insurance Rating Systems

PROPERTY & CASUALTY INSURANCE… ERRORS & OMISSION… PRESENTATIONS… SALES FORECASTING… CLIENT RELATIONS

PROFESSIONAL EXPERIENCE

Direct Sales Agent AAA Insurance Company--Costa Mesa, CA 2011 to 09/13

Auto, Home, Boat, Umbrella, Classic Car, Motorcycle, Flood and Membership sales and servicing.

Director of MGA Client Services Claim Professionals Liability Insurance Co Tustin, CA 10/07 – 12/11

Professional E&O, GL & EPLI sold, under-wrote & serviced 300+ independent ins. adjusters in USA.

Company was experiencing financial challenges and reducing staff throughout company.

Business Development Mgr./Trainer Data Control Corp/Compline Nevada City, CA 06/96 – 07/07

W/C Software Sales, Service and training to Insurance agents, Brokers, MGA’s and insurance carriers.

Company lost a multi-million dollar contract and eliminated Insurance division. My position was eliminated.

Insurance Rating Software & System Analyst Agency Management Systems---San Mateo, CA 07/92 – 05/96

Sales, Installation and Service of Management & Rating Systems to Insurance Agents, Brokers, MGAs &

Insurance Companies in California. I left this Company for Data Control and for more money.

Marketing Branch Manager Western International Ins. Co. Huntington Bch, CA 07/89 – 05/92

Appointed and managed agencies for commercial insurance production including sales and underwriting.

Company was closed by Department of Insurance due to Los Angeles riots in 1992. My position was eliminated.

Multiple Lines Insurance Agent Clover Insurance Agency Ontario, CA 06/88 – 07/89

Solicited, sold and serviced commercial, personal lines and financial services insurance accounts.

Owner of agency sold his business.

Marketing Representative Michigan Millers Mutual Insurance Co. Glendale, CA 04/82 – 05/88

Appointed and field serviced agencies for commercial and personal insurance production including sales

and underwriting. Company stopped writing in southern ‘California. They offered me a position in Michigan.

I declined because my family lived in California.

Multiple Lines P&C and L&D Agent Farmers Insurance Group Santa Ana, CA 01/77 – 02/82

Solicited, sold and serviced Personal, Commercial, Life & Disability insurance after two year internship.

I did not have enough money and experience to successfully manage my own agency at the time.

EDUCATION, TRAINING & AFFILIATIONS

Business Management & Accounting Studies, Loma Linda University – Riverside, CA

Certificate of Completion - Commercial Insurance Sales, Aetna Commercial Insurance Institute – Hartford, Ct.

Certified Insurance Counselor (ClC); Principles of Insurance, Sales and Marketing Systems

NAIIA-National Association of Independent Insurance Adjusters

Professional Insurance Agents Association; Independent Insurance Associates AKA IIA

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