Boca Raton Life Insurance
Resume:
Pat DiPalma
Boca Raton, FL *****
************@*****.***
1. T
Work Experience
Business Owner/Operator
Pat DiPalma whole house renovations - Boca Raton, FL August 1983 to February 2022
Kitchen, Bath, and whole house Interior renovation and design. Pat Dip alma Kitchen/Baths/Whole House Renovations. My home renovation services. Hello Neighbors, my forte is whole house design and renovation and i do the work and do not send someone else over to do it . If you had a chance to see my multiple pictures of my many jobs you would understand why. 27 years in the business and have done multiple homes in the community and surrounding areas helping our neighbors save money on their project whether it be kitchens baths, or whole house renovations
& Design. please contact me at 561-***-**** to discuss your project https://nextdoor.com/business- profile/
licensed contractor
DiPalma Renovations - Boca Raton, FL
1980 to 2022
with 26 years of experience as a Master Setter in all fields of construction.
• Complete thousands of home remodeling projects (budgets up to $500K). Projects ranged from installing simple fixtures to doubling the square footage of a home.
• Gain practical, hands-on knowledge of all aspects of home construction and remodeling.
• Supervise staff of up to seven employees.
• Maintain a reputation as a trusted owner and operator by providing consistent, quality service to my customers.
NY Life Insurance Company - City of Sunrise, FL
December 2011 to March 2013
Create customized insurance programs based on individual customers' needs, often covering a variety of risks.
• Promote and sell insurance plans by explaining the features, advantages and disadvantages of various policies to customers.
• Maintain customer relationships and actively advise policy holders based on analysis of their insurance program and suggest additions or changes that will enhance their coverage.
• Interpret and clarify information being provided by customers to accurately complete applications.
• Interact with customers to ensure complete data is collected to meet policy requirements, including any necessary medical examinations and completion of appropriate forms.
• Review customer applications and resolve any missing, incomplete, or questionable data.
• Calculate insurance premium, bind coverage, and determine payment method.
• Manage records and handle policy renewals.
Contact underwriter
Western & Southern Financial Group - City of Sunrise, FL November 2010 to December 2011
Sunrise Blvd. Sunrise Florida
• November 2010-December 2011
• Confer with clients to obtain information needed when claims are made on a policy.
• Maintain 531 client accounts.
• Contact underwriter and submit forms to obtain binder coverage.
• Develop marketing strategies to compete with other individuals or companies who sell insurance. Education
Associate's degree in Management
NYLIC University classes in Anti Money Laundering
Present
NYLIC University - City of Sunrise, FL
December 2011 to March 2013
technical and management
Cathedral Latin High School - Cleveland, OH
1973
Skills
• Relationship Management (10+ years)
• Customer Relationship Management (10+ years)
• Sales Management (10+ years)
• Salesforce (10+ years)
• Analysis Skills (10+ years)
• CRM Software (10+ years)
• Underwriting (6 years)
• Insurance Sales (6 years)
• Remodeling (10+ years)
• Outside Sales (10+ years)
• Credit Analysis (10+ years)
• Business Development (10+ years)
• Marketing (10+ years)
• Management (10+ years)
• Negotiation (10+ years)
• Process Improvement (10+ years)
• See resume (10+ years)
• B2B Sales (10+ years)
• Account Management (10+ years)
• Pricing (10+ years)
• Merchandising (10+ years)
• Inside Sales (10+ years)
• Budgeting (10+ years)
• Research (10+ years)
• Risk Management (10+ years)
• Operations Management (10+ years)
• Strategic Planning
• Branding
• Product Development
• Forecasting
• Analytics
• Profit & Loss
• Business Analysis
Publications
best business in the state of Ohio
February 2001
Major write up in the largest newspaper in Ohio about my business Additional Information
Top company sales leader
Boca Raton, FL 33428
************@*****.***
Skills/Certifications
Licensed Agent in Health, Life & Fixed Annuities
Member and IFAPAC Chairman with NAIFA (National Association of Insurance and Financial Advisors) Comprehensive knowledge of the medical field and its effect on clients, hospitals, and medical staff. Specialist in Long Term Care
Specialist in Non-Profit Organizations
Pre Retirement, Retirement and Post Retirement Specialist 215 License
Proficient in Microsoft® Office
Customer relationship management with CRM Software Strong analytical, project management, and problem solving skills Excellent communication and customer service skills
Contact this candidate