Customer Service Sales

Daniel Lavan

**** ****** ***** ***, ****** Garden, FL 34787 • 407-***-**** • **********@*****.***

Professional Summary

Service -oriented Professional who delivers high quality customer service by accurately

assessing client needs and recommending the most useful policies and products. Licensed

insurance professional with extensive experience in sales, prospecting and lead generation.

Seeks a position offering new challenges and opportunities for career growth and advancement.

Highly-motivated Insurance Agent trained in financial accounting and cost estimation.

Consistently increases sales and expands client base through targeted marketing, lead

development and in-depth knowledge of market trends.

Skills

Powerful negotiator Budgeting and finance

Conflict resolution Self-motivated

Extremely organized Strong verbal communication

Data management Client assessment and analysis

Team leadership

Work History

Marketing Executive 04/2010 to 06/2013

Foresters – Orlando

Planned and executed events and marketing programs, producing five times target number of

qualified leads.

Increased credibility and client awareness by developing technical/non-technical marketing

collateral and presentations, public relations campaigns, articles and newsletters.

Developed and executed marketing programs and general business solutions resulting in

increased company exposure, customer traffic, and sales.

Accessed computerized financial information to answer questions related to specific

accounts.

Reviewed files, records and other documents to obtain information and respond to requests.

Sales & Marketing of Life, Final Expense,Life Income and Retirement Plans Products

offered to local business and families.

Evaluated leads obtained through direct referrals, lead databases and cold calling.

Modelled exceptional customer service skills and appropriate diagnostic sales techniques.

Calculated quotes and educated potential clients on insurance options.

Met with prospective customers and business owners in their homes, bus inesses and other

settings.

Reported policy changes and company conditions affecting customer satisfaction.

Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.

Implemented marketing strategies which resulted in 12% growth of customer base.

Marketing Manager 09/2007 to 03/2010

Regions Health Group – Orlando

Independent a gent representing top Insurance Companies products to f amilies, individuals

and businesses about their insurance needs.

Modelled exceptional c ustomer services skills a nd appropriate d iagnostic sales techniques.

Identified a nd solicited sales prospects i n agency databases.

Promoted a ncillary products to existing a nd new c lients each month.

Developed new process for e mployee e valuation which resulted in marked performance

improvements.

Worked d irectly w ith H uman Resources Executives to achieve targeted goals a nd r esults.

Boundaries Commission Director

05/2000 to 10/2006

Miami Dade Board of County Commissioners – Miami Florida

Establish criteria for incorporation of new c ities a nd a nnexation criteria for existing c ities

throughout Dade County.

Review applications o n incorporation of new c ities a nd a nnexations.

Conduct p ublic hearings, review budgets of new c ities a nd review impact studies o n the

quality of life for citizens.

Testify before county commission a nd make f inal recommendations to Board of

Commissioners.

Senior Pastor 01/1998 to 09/2006

Harvest & Worship Ministries – Miami

Served as the spiritual leader of the church together w ith the E lder Board, oversee t he

Pastoral Staff, Ministry Staff and all employees as well as the development, organization,

and administration of the ministries of the church.

Create opportunities for God's people to grow in their spiritual life a nd to equip them for the

work of ministry for the purpose of advancing the gospel and making disciples.

Ministry Emphases: Transformational preaching with application, fostering worship in spirit

and in truth, teaching, counselling, praying for and consoling members of the congregation,

developing leadership, establishing vision, reaching the lost for Christ, making disciples, and

encouraging follow -through on fulfilling the mission and goals of Church.

Preach at Sunday morning worship s ervices a nd holiday services.

Provide a nd promote spiritual leadership a nd e ncouragement to t he E lder Board, M inistry

Staff, Ministry Leaders, and the congregation.

Serve as the primary g uardian of the truth as revealed in God's Word.

Supervise ministry staff a nd hold them accountable for their areas of r esponsibility,

including annual evaluation of performance.

Coordinate w ith the Chairman of the E lder Board regarding items to be brought before the

Elder Board for consideration and action, and serve as a voting member of the Elder Board.

Serve as a n e x -officio member of a ll boards a nd ministry teams. Coordinate w ith t he

Moderator, Clerk, and Chairman of the Elder Board regarding the agenda for the Annual

Business Meeting and Special Business Meetings.

Perform other tasks as mutually agreed upon w ith the E lder Board

Executive Director 01/1989 to 09/1998

Vision Community Developers – Miami Florida

Assure that the organization has a long -range strategy which achieves its mission, a nd

toward which it makes consistent and timely progress.

Provide leadership in developing program, organizational a nd f inancial p lans w ith the Board

of Directors a nd staff, and carry out plans and policies authorized by the board.

Promote active and broad participation by volunteers in all areas of the organization's work.

Maintain official records a nd documents, a nd e nsure compliance w ith federal, state a nd local

regulations.

Maintain a working k nowledge of s ignificant developments a nd trends in the f ield.

See that the board is kept f ully informed o n the condition of the organization a nd a ll

important factors influencing it.

Publicize the activities of the organization, its programs a nd goals.

Establish s ound working relationships a nd cooperative arrangements with community groups

and organizations.

Represent the programs a nd point of view of the organization to a gencies, organizations, a nd

the general public.

Be responsible for the recruitme nt, e mployment, a nd release of a ll personnel, both paid staff

and volunteers. Ensure that job descriptions are developed, that regular performance

evaluations are held, and that sound human resource practices are in place.

See that a n effective management team, w ith appropriate provision for succession, is in

place.

E ncourage staff a nd volunteer development a nd education, a nd assist program staff in

relating their specialized work to the total program of the organization.

Maintain a c limate which attracts, keeps, a nd motivates a d iverse s taff of top quality people.

Be responsible for developing a nd maintaining sound f inancial practices. Work w ith the

staff, Finance Committee, and the board in preparing a budget; see that the organization

operates within budget guidelines.

E nsure that a dequate f unds are a vailable t o permit the organization t o carry o ut its work.

J ointly, w ith the president a nd secretary of the board of d irectors, conduct official

correspondence of the organization, and jointly, with designated officers, execute legal

documents.

North West Dade Director02/1983 to 01/1998

United Way Dade County – Miami Florida

Motivating a nd facilitating s upporters to maximise the f unds t hey raise. Inspiring new

supporters to raise money, while maintaini ng and developing relationships with existing

supporters

Organizing t raditional activities, s uch a s sponsored o utdoor e vents a nd house -to -house

collect ions of donated goods and money

Developing new a nd imaginative f undraising activities many of which involved

organizing events; raising awareness of the charity and its work at local and national

levels; by giving talks to groups, meeting with local businesses creating

opportunities with the media

Developing a nd coordinating web-based f undraising, o nline a uct ions a nd

merchandise sales

Increasing f unds by researching a nd targeting charitable trusts whose criteria match the

charity's aims and activities.

Developing and implementing a strategy for individual and corporate

supporter recruitment and

development

Recruiting, organizing and managing volunteers to carry out various functions within the

charity

Overseeing corporate fundraising, including employee giving and matched giving

from employers

Managing a nd updating databases to record donor contact and preference information

Writing applications and mail-shots, using direct mailing to reach a wide range

of potential a nd current donors

Making risk analyses and balancing time-cost ratios to focus effort on the most

appropriate fundraising activities with the highest chance of success.

Education

Bachelor of Science : Political Science 1982

Knoxville College - Knoxville Tenn.

MBA: Business Administration Not Completed

University of Tennessee - Knoxville Tennessee

Theology Certificate 2004

International Theological Seminary - Atlanta Georgia

Accomplishments

Member, Kappa Alpha Psi Fraternity Inc.

Florida Supreme Court Mediator.

United Way of Dade County, Fundraising Chairman North West Dade 2001 -2003.

Knoxville College Alumni life time member.

Florida Insurance Agent

Ordained Minister Pentecostal Association.

Published Author

Additional Information

Twenty plus years of community development services to both families and businesses, assisting in growth

expansion and development. Has resulted in measurable sustained and superior results. Services to homeless

families, rebuilding of homes after both Hurricanes Andrew and Katrina. Construction of over 50 units of

affordable housing for low and moderate income families. Over 240 units of substandard housing units

rehabbed for low income families. Life skills training and job referral services provided to 300 families.

Contact this candidate