Customer Service Real Estate

Thrives in challenging, fast-paced organizations that require quick thought, innovation, creativity, and strategic action. Deep understanding of organizations, individuals, and corporate cultures as they relate to achieving corporate goals. Impeccable integrity and work ethic. A talented and respected professional who motivates and inspires trust and confidence in fellow team members and colleagues at all levels while providing outstanding service to clientele.

Key Qualifications

• Account Management

• Customer Service

• Client Relationship Mgmnt

• Corporate Communications

• Needs Assessment

• New Business Development

• Procedure Development

• Regulatory Proficiency

• Referrals/Prospecting

• Sales Promotions

• Staff Management

• Target Marketing

• Budget Planning

• Training & Development

• Budget Forecasting

Career Highlights

SELECTQUOTE AUTO & HOME – SAN DIEGO, CA (2014 – Present) LICENSED INSURANCE SALES AGENT

• Represented 15 A to A+ rated carriers in 32 states for all personal lines of insurance (Auto, Home, Umbrella, etc.)

• Consulted clients to identify insurance needs and provide them with the appropriate coverage

• Maintained in excess of 94% rolling 90 day retention rate on client accounts QUALIFIED INTERMEDIARY CONSULTANT - INDEPENDENT, IL (2009 – Present) Identified and addressed critical gaps in client investment portfolios to speed strategy development in sheltering capital gains, while ensuring an effective balance of risk against their business needs.

• Accelerates the competitive edge of real estate professionals through seminars showcasing IRS Tax Code 1031 while reinforcing the business benefits as a Qualified Intermediary for Tax-Deferred Exchanges.

• Educated with precision and impact code requirements in a Certified Exchange Specialist Licensing class. LICENSED BROKER AND MANAGING BROKER, PARK RIDGE AND NAPERVILLE, IL (2009 – 2013) Developed and sustained relationships with investors, buyers, sellers, landlords and tenants of real estate to ensure the successful completion of transactions throughout Northern Illinois.

• Negotiated transactions to be the most financially and economically beneficial opportunity for my client and further coordinated those transactions to a timely closing.

• Determined needs of clients through consultations throughout the course of the relationship to properly identify the assets, which would most satisfy or exceed the future growth of the clients’ real estate investment portfolio. FIRST AMERICAN EXCHANGE COMPANY, LLC, CHICAGO, IL (2000 – 2009) One of the country’s most respected providers of Qualified Intermediary services, with more than 100 employees and annual revenues in excess of $15M.

SENIOR VICE PRESIDENT • REGIONAL ACCOUNT MANAGER (2009). Established and maintained an environment and reputation of confidence and trust to clients and business peers.

• Established strategic alliances with nationwide contacts comprised of realtors, CPAs, tax attorneys, and independent title companies.

• Crystallized decision-making through client coaching, bringing clarity and momentum to both provider and clients in reinvestment options and conversion processes.

• Responded to constantly changing organizational, financial, customer, and market demands, playing a key role in the successful consolidation of 27 business units into a single company. PRIOR EXPERIENCE: Assistant Vice President • Branch Manager • Senior Exchange officer • Exchange Administrator Chicago Title Insurance Co. and Chicago Deferred Exchange, Co., fka Security Trust Co., Chicago, IL (1994 – 2000) FRANCES L. BUERMAN

PO Box 7836, San Diego, CA 92167

Mobile 630-***-**** • ************@*****.***

www.linkedin.com/in/franbuerman

Superior Customer Service

Cohesive Team Management

Profit Driven for Corporate Growth

FRANCES L. BUERMAN

Mobile 630-***-**** • ************@*****.***

www.linkedin.com/in/franbuerman

Education • Professional Development

PERSONAL LINES INSURANCE AGENT – CALIFORNIA (CROSS-LICENSED IN 31 STATES AND WITH 15 CARRIERS) USCD EXTENSION, LA JOLLA – ALCOHOL AND DRUG ADDICTION COUNSELING CERTIFICATION – IN PROGRESS INNOVATION RECOVERY – PEER EMPLOYMENT TRAINING - ENROLLED INNOVATION RECOVERY – WELLNESS RECOVERY ACTION PLANNING CANNON FINANCIAL INSTITUTE TRUST SCHOOL – TRUST I

UNIVERSITY OF SAN DIEGO - PARALEGAL CERTIFICATION

LICENSED MANAGING BROKER ILLINOIS

NOTARY PUBLIC - ILLINOIS

Professional Awards • Financial Accomplishments

FIRST AMERICAN EXCHANGE COMPANY:

• MILLION DOLLAR CLUB – 2003 AND 2004

• HIGHEST NET INCOME – 2003 AND 2004

• HIGHEST PROFIT RETENTION – 2002, 2003 AND 2004

• 20% RETENTION CLUB – 2002, 2003 AND 2004

1031 FORT / TR WINSTON AND CB COMMERCIAL REAL ESTATE

• HIGHEST SINGLE POSITION PLACEMENT INTO A PROJECT – FORT 1 – 2003 Professional Awards • Performance and Service

AFFILIATE OF THE YEAR AWARD – 2003 – SAN DIEGO COUNTY ESCROW ASSOCIATION EXCELLENCE IN THE REAL ESTATE INDUSTRY FOR SERVICE AND COMMITMENT AWARD - 2004 AND 2005 – SOCIETY OF EXCHANGE COUNSELORS

EXCHANGE SPECIALIST CERTIFICATION COUNCIL AWARD 2002-2006 – FEDERATION OF EXCHANGE ACCOMMODATORS

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