Life Insurance Customer Service

Robin Schultz, LUTCF

Temecula, CA

*******************@*****.*** - 858-***-****

Authorized to work in the US for any employer

WORK EXPERIENCE

Former Allstate Agency owner

Allstate 36 years - Valley Center, CA - March 1980 to March 2016 2.8 million book of buisness scratch agency.

Agent/owner

Allstate - Valley Center, CA - March 1980 to March 2015 Did it all. Sold agency.2015. Consulted until March of 2016 EDUCATION

LUTCF in Life Insurance

Life Underwriters - San Diego, CA

1980 to 1982

BA

San Diego State University

SKILLS

Sales and service. Owned office (10+ years), Regular windows desktop (10+ years) AWARDS

Honor ring 9 years. LUTCF, Champion confrence 8 years 1981

Allstate awards.

CERTIFICATIONS/LICENSES

LUTCF. Life health property and Casualty license 1979 June 1994 to Present

Life Underwtiting Traning Certificate Fellowship.

ADDITIONAL INFORMATION

Robin Schultz

40150 Medford Rd. Temecula, CA 92591-3548 858-***-**** *******************@*****.*** Sales / Customer Service / Account Manager – Insurance Expertise PROFESSIONAL EXPERIENCE

Allstate Insurance, Valley Center, CA 2/2015 – 2/2016 Licensed Sales Professional (LSP)

Solicited and conducted insurance transactions with potential customers on behalf of Allstate in a professional and ethical manner.

Serviced a Book of Business containing over 2,200 consumer and business customers. Assisted with current policies, offered insurance advice, and maintained positive relationships. Worked as consultant and advisor for new Agent Owner to facilitate ongoing success and a smooth new ownership transition by minimizing shock to long term customers. Allstate Insurance, Valley Center, CA 3/1980 – 2/2015 Agent Owner, Exclusive Agency

Developed and maintained a book of business that culminated in excess of 4,600 items and $2.8 million in annual premium during tenure.

Managed and developed a staff of 6 personnel (overseeing training and licensing of over 20 employees throughout the years); propelling 2 employees to become exclusive agency owners. Won Top Producer Award for automotive insurance sales for San Diego County region in 1999 by selling 760 new items.

Nine time recipient of Allstate Honor Ring for top production, exceeding standards in property and casualty and life insurance in the State of California.

Eight time recipient of the Conference of Champions award for top production in the State of California, securing a seat at the Allstate National Conference.

Converted office from company ownership to an exclusive agency in 1996 when Allstate became a publicly traded company, which meant taking on the responsibilities of a small business owner including securing office space and managing technology, payroll, and employee training. Sold business at a profit and agreed to provide one year of consulting and training. AWARDS

Received LUTCF professional designation 9/1994

Allstate Honor Ring (9x), Allstate Conference of Champions (8x), Allstate Top Auto Producer CERTIFICATIONS

Fire and Casualty Broker Agent, CA License #05569984 Life, Accident, and Health Agent, CA

Variable Contracts Agent, CA

EDUCATION

San Diego State University, San Diego, CA - B.A. Physical Education PERSONAL

Career of over 34 years with Allstate has allowed me to provide for my family by supporting my 37-year (to date) marriage with 4 children, one of whom followed in my footsteps as a licensed insurance agent. Avid SDSU basketball fan and hold season tickets. Active in the community and enjoy coaching youth sports; coached baseball/softball, basketball, soccer, and football for my children’s teams.

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