Personal Lines Insurance Broker

John Charles Jacobs CSA CLTC LUTCF

***** ********* ***

Columbia, MD 21046

Phone 301-***-****

Fax 410-***-****

E-mail ****************@*******.***

Education

**** ********** ** ** ******* Park, MD

B.A Theatre Arts/Drama

Licensed for P & C, L & H:

Resident State MD

Non Resident States AK, CA, CO,DC,DE,GA,MN,MO,NJ,OH,PA,VA,GA,TX, FL, NC, SC, TN, OK, IA, NE, AZ, WA, OR,Y, NJ, CT,IL, MN, WI, MA

Professional experience

October 2016 thru 2019: AAA Personal Lines Insurance Broker

Sell Home, Auto and other Personal Lines through AAA brokerage in Annapolis MD Store-Work with store associates to refer business to each other, work with Mailed to member leads.

Service existing clients with changes to their policies, adding and dropping coverages, address issues with carriers, help them address claims, and help comparison shop existing coverages.

Pilot agent for AAA life sales (2019 program) and use brokerages to promote life sales through AAA policies, as well as brokering coverages-.

.

Process internet and member leads, as well as creating referral base and X data base.

Broker several different personal lines companies through Vertafore / Silverplume quoting platform.

Client contact and client entry through EPIC platform

November 2002 –Present Self-Employed Insurance Broker

(Residual compensation and referral business)

Market Life, Health, Long Term Care, Disability, Medicare Supplement and Annuities

Used referred leads through various brokerages (Mortgage life, Senior leads for MedSup, LTC and Annuities)

Networked with area financial professionals for referrals for Long Term Care. Life and Med Sup for their clients (references available)

Attained CSA, CLTC and LUTCF professional designations –Taught Essentials of LTC for American College for LUTCF program for local insurance agents. Also attained CIC commercial designation fpr P & C sales.

Market group LTC & Group health through association relationships

Board of Directors for Metro PHCC (Plumbing Heating Cooling Contractors 2008-2016) Member of the year 2012

MDRT & NAIFA member 2006, 2007,2009 & 2009

September 2001-November 2003 Fidelity & Guaranty Life Insurance.

Sales Support Senior Staff

Pilot program for F & G “Power Partners”. In house liaison to F & G’s largest Brokerage groups: responsible for providing direct support i.e.: Production & Commission issues, illustrations and sales ideas supplies, product knowledge, customer support (3 way calls, etc) REFERENCE LETTERS AVAILABLE

Pilot Program for “Outbound Calling” Centers: Direct calls to Support: New Agent Development, Introduction of new products, Rate & legislation changes.

Mentored new Reps in Computer Systems, Call Center Protocol, Product Knowledge

Company Production Departmental Production increased by 287% from 9-2001 to 9-2002

Continuing education, completing professional designations in CIC, FMLI & LUTC courses in each field .

April 1999-Sept 2001 Federated Mutual Insurance

Marketing representative

*Sales of P&C accounts in niche markets (Petroleum, Contractors, Auto Dealerships, Machine Shops/Printers) as well as extensive sales in life & disability market. Worked extensively with prospect associations (MAPDA, PHCC, ACCA, NECA, and ABC). REFERENCE LETTERS AVAILABLE

Took over Montgomery County territory April 1999-Grew P&C accounts from 6/$105K to 24/$495k in 1 years-Grew life territory from $85K to $140k in 1 years

5 time member of Federateds’ “Million Dollar Club (April, May 1999, June, August, Sept 2001

Led MD office in sales 6 times (‘99-01)

Mentored new reps as territory grew from 2 to 6 reps May ’99 to Sept 2001

Feb 1998-Mar 1999 Sidewalk.Com –Microsoft/Cendant joint venture

Internet Marketing consultant

Marketed internet advertising through Microsoft’s online products, including direct and creative programs-duties included website design, cold calling small to mid range accounts and targeting large/national accounts in assigned territories.

Developed Feb ’98 through Dec’98 Prince George’s county territory and sales force(led Sidewalk.com national sales April’ & May 98, January ’99

Jan’99-Mar’99-responsible for Baltimore territory and sales force

Created new visuals, marketing pieces and promotional packages for D.C. sales force(adopted nationwide for sidewalk.com sales/developed,as past of national pilot program, e-mail marketing strategies, also adopted for Sidewalk.com sales nationwide

August 1989-Feb. 1998 Bell Atlantic Yellow Pages/CDSC

Senior Account Executive

*Sales of directory advertising to existing account base, as well as new sales in territories throughout the Mid-Atlantic region. REFERENCE LETTERS AVAILABLE

*Ranked #1 account executive in company out of 200+ reps/eight offices 1997. New Business revenues in excess $500K (160+% of quota)

*Company leader in revenues handled, averaging $5 million annually(1992-1998)

Pioneer member of Sales System Enhancement team, responsible for implementing laptop computers to sales offices, improving processes and acting as liaison to reps in the field

Pioneer member of Big Yellow internet sales team-responsible for developing and implementing sales strategies for Bell Atlantic’s online products, and acting as liaison to reps in the field, as well as training on sales technique

Pioneer member of Bell Atlantic Peer Arbitration/Mediation group-helped resolve, in group mediation, process, practice and policy disputes.

Awards received

LeadMasters Top 20 National producer(weekly) June 23,Sept 15,Oct 13,Dec 8, 2003, March 15 & 29,June 7& 21 2004(recognition only)

Physicians Mutual Insurance Leading LTC producer May, July August, September, October, November, December 2003, January, February 2004(Cash Bonus Award for applications submitted & new premium)

C N A producer Award for production Spring 2004-All expenses paid trip to NYC

(Award for Premium submitted for 2003-In Excess of $25K for 4-month period)

-Federated Insurance-Million Dollar Club 5 times April, May, June October & December 2000- Leadership Council April 2000

Sidewalk.com --National Sales leader(April & May 1998, January 2000)

Bell Atlantic Yellow Pages—President’s council 1997(#1 SAE, sales & revenue handled), Incentive Trip winner (125% of Quota) 1991, 1994, 1997, 1998, Canvass winner MD 1997, Laurel 1996 Peak performer(led region in sales for sales report /two week periods)36 times in 8 year period.

MPI Business Systems-MPI Diplomat Club (led company in quarterly sales) 2 time winner, Winner of Sharp Office products “Demo-Rama’ Mid-Atlantic region activity contest (trip for two).

Accreditation

Licensed agent in States of:

MD,VA, DC DE-Property Casualty, Variable, Life Accident & Health, LTC –

CO, CA, MO, GA, AK, OH, PA, MN for Life, Accident & Health

Professional Designations CSA (Society of Certified Senior Advisors) CLTC for Long Term Care, LUTCF for Life Insurance, CBC(Chartered Benefit Consultant)CIC (Certified Insurance Counselors)

Professional memberships

5/2000-9-2008National Chapter ACCA

1/2000-9-2008 Chesapeake chapter ABC

8/1999- 4/2009 Metro chapter PHCC

5/2007- 4/2016 Metro PHCC Board of Directors

5/1999-9-2001 MAPDA

6-2005-Current NAIFA Baltimore division

2006, 2007, 2009,2010 & 2011 – MDRT member

Community activities

5/2001-4/2007-CBA (Columbia Basketball Assoc) youth basketball coach 4/1995-2003 AYRA/ Howard County youth baseball coach

1/1995 –2004 Cub Scout Pack 371 Pack Leader

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