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Insurance Agency United States

Location:
Riverside, CA
Posted:
October 29, 2023

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Resume:

* **** ****, ***** *****, CA ***** 949-***-**** ad0pl8@r.postjobfree.com

* **** ****

Aliso Viejo, CVA 92656

949-***-****

ad0pl8@r.postjobfree.com

Professional Experience

Kasoff Insurance and Financial Services, Irvine, CA Owner / Agent, September 2007 - Present

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, annuity, 401K, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Develop marketing strategies to compete with other individuals or companies who sell insurance.

Install bookkeeping systems and resolve system problems. Farmers Insurance / Scott Kasoff Insurance Agency, Laguna Hills, CA Owner / Agent, March 2007 – September 2012

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, annuity, 401K, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Develop marketing strategies to compete with other individuals or companies who sell insurance.

Install bookkeeping systems and resolve system problems. 4 Dawn Lane, Aliso Viejo, CA 92656 949-***-**** ad0pl8@r.postjobfree.com Retired

February 1997 – March 2007

J.M. Mobile Electronics, Mission Viejo, CA

Proprietor, January 1993 - February 1997

Provide customer service by greeting and assisting customers, and responding to customer inquiries and complaints.

Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers.

Hire, train, and evaluate personnel in sales or marketing establishments, promoting or firing workers when appropriate.

Establish and implement policies, goals, objectives, and procedures for their department.

Plan and coordinate advertising campaigns and sales promotions, and prepare merchandise displays and advertising copy.

Silo, Mission Viejo, California

District Manager, July 1991 - January 1993

Licenses & Accomplishments

California Department of Insurance License # 0F54785 Property & Causality Licensed

Life, Health & Variable Licensed

6 & 63 Licensed

Certified Sales Professional accredited

Championship (Top 3% of all agents in the United States) Topper Club (Top 7% of all agents in the United States) Agent of The Year

Top Life Writer in the Market

Top Fire Writer of The Year

Education

University of Farmers, Simi Valley, California, United States Completed coursework towards Certified Sales Professional (CSP) Staten Island College, Staten Island, New York, United States Midwood High School, Brooklyn, New York, United States



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