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Vice President Customer Service

Location:
West Linn, OR
Posted:
February 01, 2024

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Resume:

JOE DODGE

Wilsonville, OR ad3ar0@r.postjobfree.com 503-***-****

INSURANCE CARRIER REPRESENTATIVE CONSULTANT INDEPENDENT BROKER

PROFESSIONAL SUMMARY

Accomplished and seasoned insurance professional with extensive representative, consultant, and broker expertise. Proven track record in providing comprehensive insurance solutions, fostering lasting client relationships, and driving revenue growth. Demonstrated success in navigating complex insurance landscapes, analyzing risks, and recommending tailored coverage options. Proficient in evaluating client needs, negotiating contracts, and delivering exceptional customer service. Adept at leveraging market knowledge and industry insights to offer strategic advice and optimize insurance portfolios. Trusted advisor known for extraordinary communication skills and a results-driven approach.

AREAS OF EXPERTISE

BENEFITS VOLUNTARY BENEFITS SALES ANALYTICAL THINKING COMMUNICATION RELATIONSHIP BUILDING NEGOTIATION DATA ANALYSIS RISK ASSESSMENT INSURANCE REGULATIONS COMPLIANCE CUSTOMER RETENTION

WORK EXPERIENCE

TERRITORY BROKER DEVELOPMENT APRIL 2010 – PRESENT

Colonial Life

●Engaged in cultivating voluntary business through payroll deductions in collaboration with regional brokers.

●Rolling out Cover Oregon Exchange medical and voluntary benefits for multi-state groups comprising over 5000 lives.

INDEPENDENT BROKER OCTOBER 2008 – PRESENT

National Direct Sales

●Promoting primarily Continental American products via the San Francisco office's marketing efforts.

●Successfully secured sales partnerships with Westrux International, LA Alliance for Schools, American Business Personnel Services, and Harbor Pipe International.

EARLIER EXPERIENCE

VICE PRESIDENT, WESTERN REGION JANUARY 2008 – OCTOBER 2008

Transamerica Worksite

VICE PRESIDENT, VOLUNTARY BENEFITS JUNE 2006 – JANUARY 2008

Marsh & McLennan Consulting, US Customer Division

Conducted public and customer presentations for Transamerica and Marsh, notably leading stage presentations at State Conventions across California, Washington, Oregon, and Nevada.

Orchestrated separate break-out sessions during these conventions, catering to 20 to 50 attendees during lunch presentations.

Consistently contributed to these conventions from 2002 to 2010, delivering impactful presentations and maintaining active engagement throughout the events.

VICE PRESIDENT, ELECTIVE BENEFITS 2004 – 2006

AON Consulting

SENIOR SALES CONSULTANT – VOLUNTARY BENEFITS, REGIONAL PRACTICE LEADER 2000 - 2004

UnumProvident

NATIONAL SALES DIRECTOR 1997 – 2000

EBC, Inc.

VICE PRESIDENT, GROUP, VOLUNTARY AND ENDORSED BENEFITS 1990 – 1997

GE Capital (formerly Combined Insurance Company)

REGIONAL SALES MANAGER 1983 – 1990

GROUP UNDERWRITER 1981-1983

Nationwide Insurance

LICENSES

California Life, Health, and P&C Insurance

Non-Resident Licenses in Oregon, Ohio, Wahington, and Idaho

MILITARY

US ARMY, GERMANY

Combat Engineer (PFC) – 8th Infantry at Dexheim, Germany

84th Army Band (Corporal) – V Corps at Fulda, Germany



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