Customer Service Real Estate
Resume:
Samuel O. Caloroso
Santa Clarita, California
Education:
Glendale Community College – General Education
Grossmont College - Business Management
UCLA – Photography - Business B.A. Program
Designations:
Life Underwriting Training Council, Fellow
Certified Real Estate Inspector
FBI Citizen Academy Graduate
Current Licenses
Property and Casualty
Life and Health
Variable Contracts
January 2024-Current –
Insurance Consultant for Customers and Insurance Agencies
Responsible for guiding customers and recommending needed coverages. Teaching agencies how to develop marketing programs to increase productivity.
January 2015 -December 2023 American Healthcare Group,
Medicare Agent Manager
Responsible for recruiting, training, developing, coaching Medicare Insurance agents. Responsible for sales and customer service. Taught and managed the consultive sales process and customer service.
May 2011- December 2014
Agent Manager, United Healthcare
Recruited, trained, developed, Medicare Insurance agents. Responsible for all agents in San Fernando Valley and Ventura County, managed all sales and sales processes including customer service. Managed Call Centers for new Medicare customers.
April 2008 – March 2011
Branch Manager, Ramsey-Shilling Commercial Real Estate Services.
Recruited and managed branch office. Responsible for developing, reading and writing Real estate lease and purchase contracts for Ramsey-Shilling branch office. Designed advertisement brochures and other marketing for branch office.
Designed, and developed and managed Valencia Executive Suites, an executive office building consisting of 31 individual office suites for professional.
October 1988- April 2008
District Manager & Registered Principal, Farmers Insurance Group. As a District Manager I was responsible for recruiting, training, and developing new agents in developing their business from scratch. My duties included, sales training, mentoring new agency owners to run profitable businesses. Responsible for coordinating the contact between the agents and underwriting. Developed marketing programs, sales training and consultative sales process. Wrote business plans and action plans. Worked with claims and loss prevention with agents and clients. Trained agents and agent’s employees in claims prevention. Investigated commercial facilities making recommendations to reduce or eliminate claims and work comp injuries.
Responsibilities:
Recruiting, training, teaching and developed 50 successful Agencies.
District growth (recruiting people to develop insurance agencies)
Mentoring Entrepreneurs to develop Insurance agencies
Educating, training agents & staff to run profitable agencies.
Developing and running promotions for agents.
Responsible for bottom line profitable results in the District.
Handled and assisted agents in the administration of Claims and other loss related insurance processes.
1988-1991 Agent Accomplishments and Awards
Topper Club – 3 times
Life and Commercial Masters - 3 times
Member of the Prestigious Inner Circle
Commercial & Life Round Table Award 3 Times
Double All American 2 times
Career Agent Training Award
Commercial Masters – 3 times
Life Master – 8 times
Farmers Insurance Agent. Built a successful Property and Casualty Insurance Agency from scratch. Responsibilities included Marketing, Sales, Agency Operations, Agency Financing, Agency production forecasts, Responsible to for achieving bottom line results for growth, profit and Staff development. Developed staff process manuals and guide lines. Managed 4 Customer service and two outside producers in agency operations and production.
1991-2008 District Manager Accomplishments and Awards
Life Championship - 2 times
Topper Club – 11 times
Life and Commercial Masters - 15 times
Member of the Prestigious Inner Circle
Commercial & Life Round Table Award 6 Times
Double All American 2 times
Career Agent Training Award
Commercial Masters - 15 times
Life Master – 8 times
Profitable District Award
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