Richard F. G mez, CIC
Houston TX 77086
**************@*****.***
OBJECTIVE
Secure a commercial accounts manager/Insurance agent/underwriter position where my insurance sale
experience, negotiating, and risk management analytical skills may be fully
utilized.
SUMMARY OF QUALIFICATIONS
1. Commercial P&C-Contractors/Manufacture/GL/Inland Marine, E&O, fleet
coverage.
2. Life, Accident, Health & HMO. Personal auto, fire, umbrella.
3. Strong Organizational skills with attention given to detail, goal
oriented.
4. 12 years of sales experience, accounts and risk management.
5. Star of Texas Sales Leader 2009-2012.
6. Bilingual - Spanish/English.
WORK HISTORY
Commercial Accounts Manager - State Farm Insurance Companies
9/2009 - Present
1. Managed agency to Top 100th in the nation.
2. Introduced new Commercial BOB to agency (transp., const., G.L., W.C.)
and implemented commercial lead system.
3. Generate New Business from prospecting, cold calling; developed
marketing strategies and events.
4. Evaluate degree of financial risk for business owners, assessments,
management, marketing and placement.
5. Customize insurance programs to suit individual customers, often
covering a variety of risks.
6. Built strong relationship with underwriters for new business binding,
renewal pricing and service of existing accounts.
Risk Manager - Zemag Transportation
8/2006 - 8/2009
1. Managed regulatory and operational risk. TxDot/USDot/MC/SAFER.
1. Assist Sales team/Manager/Company owner with new accounts.
Sand/Dirt/Gravel/Contractors.
2. Ensured correct allocation of resources to meet delivery schedules.
3. Directed storage and distribution of products for major cities in Texas
(oil & gas machinery equipment/contactors).
2. Provide support, education and training to staff to build risk awareness
within the organization, onsite inspections.
Commercial Accounts Manager/Advisor - Allstate Insurance
5/2004 - 8/2006
1. Coordinated insurance placement for small to mid-market commercial
accounts.
2. Provided high level of support to producers/agent in obtaining,
maintaining, and expanding business.
3. Insurance Agent basic duties such as writing and endorsing policies,
payments, claim reporting, marketing.
4. Responsible for overall retention of accounts in assigned book of
business.
Mangum/Complete Staffing - Administrative Assistant/Manager
9/2000 - 4/2004
1. The Green Sheet - Human Resources/Administrative Assistant
Keep an organization's personnel records up-to-date. Update company
organization chart. Assist in the development and updating of the Human
Resources section of the company's website.
5. Outreach Health Services - Office Manager:
Coordinate discharges and maintain accurate records of referrals and
transfers. Received admissions, maintained inventory of supplies.
Payroll, and processed purchase orders.
6. VA Medical Center - Administrative Assistant:
Responsible for timekeeping, payroll, setting meetings, and conferences
calls for Chief of Staff.
Amco Auto Insurance - Office Manager
6/1998 - 6/2000
1. Operate in a team environment to support Regional Managers, employees,
and insurance carriers.
2. Calculate payroll, bonuses, incentives, and commissions for team
members.
3. Approve payments, endorsements, policies, and any other transactions.
4. Provide monthly sales reports.
5. Handled multiple assignments/activities concurrently.
EDUCATION
6. AA Business - Lone Star College System 2012
7. Certificate of Accounting 2014
8. Certified Insurance Counselor
9. BBA - UH 2015