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Insurance Manager

Location:
Cathedral City, CA
Salary:
$30000.00
Posted:
March 17, 2017

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Resume:

Accomplished and trustworthy Insurance, Investment, Banking, and Mortgage

Professional, with extensive and proven experience in Client Relationship-building, Consultative Sales, Territory Management, Retail Business Development, Commercial Lending and collections.

Applied Knowledge & Demonstrated Strengths

Leadership/coaching skills

Decision making skills

Leadership/coaching skills

Opportunistic and highly motivated

Referral generation & personal networking

Understanding client needs and perceptions

State Farm Insurance Agency Baltimore, MD 2008 - Nov 2016 Owner/Agent

Maintain Insurance Licenses: Property & Casualty, Life & Health

Maintain Mutual Fund License: Series 6

Mortgage License: NMLS# 221309

Developed business plan to guide annual business goals

Write business in all lines of business to achieve goals

Managed general income and expenses to ensure profit

Ensure remarkable customer service by every associate every day

Interview, hire, train and assist staff in obtaining required licenses

Maintain strict adherence to insurance, bank, corporate, and government policies/procedures and compliance guidelines .

State Farm Insurance Companies Bloomington, IL 2007 - 2008 Training/Agency

Assisted with training and employee development in agent offices. Citizens Bank of Pennsylvania Greensburg/Latrobe/Media, PA 2004 - 2007 Branch office Manager – Manager II level - AVP

Managed $105 Million deposit base and 472 Million loan base branch.

Supervises 10 team members including training, motivation, and evaluations.

Exceeded monthly business and consumer deposit and loan goals.

Develops business relationships with commercial and individual clients .

Coaches and develops staff to achieve their personal and branch goals.

Maintain strict adherence to bank budgets and corporate & government policies and procedures.

Irwin Bank & Trust Company Irwin, PA 2002 - 2004 Vice-President Commercial Lending/Business Development

Commercial Lender - initiated and developed strong business relationships with governmental, institutional, and commercial/retail clients. National City Bank Greensburg, PA 1977 - 2002

Assistant Vice President / Market Manager 1994 - 2002

Provided leadership of 4 branch offices in concurrent positions, including Assistant VP & Market Manager

Supervised 26 team members including training, motivation, and evaluations.

Maintained strict adherence to branch budgets and corporate policies.

Led branch managers in establishing SBA loans.

QUALIFICATIONS

SUMMARY

PROFESSIONAL

EXPERIENCE

Georganne L. Shuster

Cell: 724-***-****

1321 Solana Trail • Palm Springs, CA 92262 Email: aczb9l@r.postjobfree.com Confidential Resume of Georganne L. Shuster Page Two

Initiated and obtained accounts and servicing for local township, city, and local fire departments. Sold cash management, merchant services, and on-line banking services.

Initiated and developed strong business relationships with commercial Key Accounts.

Built outstanding business relationships with commercial and individual clients, including physicians, accountants, attorneys, and business owners.

Consistently exceeded loan goals ($20 million), including deposit growth ($50 million), leasing ($5 million), checking accounts and various National City goals.

Developed vendor relationships with NPC (credit cards) through aggressive sales.

Presidents Circle Winner for sales recognition in 1998 and 1999 (one of 3 winners out of 224 branches in 1999) as well as other awards/recognition.

Coached and developed staff to achieve and exceed their personal branch goals.

Provided assistance with Landmark acquisition and Equibank conversion.

Assisted with the transition from Integra Bank to National City in 1996.

Assisted with the transition from Atlantic Financial to Integra Bank in 1992. Series 7 Investment License (1984 Real Estate Salesperson License (1991) Property & Casualty License (2007), Life & Health License (2007) Series 6 Mutual Fund License (2007) Mortgage License (2008) Central Atlantic Advanced School of Banking/Bucknell University (1996) Keye Productivity Center – Institute of Financial Education – Financial Seminars, Inc. FDIC Insurance training, auditing, new accounts, mortgage lending. Consumer finance - Banking classes through various financial institutions. Kaplan Insurance and Mutual Fund training

Central Atlantic Advanced School of Banking at Bucknell University – 3 year certif ication Westmoreland County Community College, Youngwood, PA – Accounting & Finance Chamber of Commerce Westmoreland County Member

Rotary Club of Hempfield Township – Treasurer

Hempfield Township Parks for Kids – Board Member

Sacred Heart Catholic Church – Catechism teacher and Eucharistic Minister Lutheran Affiliated Services – Board Member

Various non-profit fund-raisers

Martha Henninger, CPA Henninger Financial Services 724-***-****) PROFESSIONAL

TRAINING

HIGHER

EDUCATION

PROFESSIONAL

CERTIFICATIONS

ORGANIZATIONS

& AFFILIATIONS

PROFESSIONAL

REFERENCES

PROFESSIONAL

REFERENCES

Professional

History continued



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