Insurance Producer Manager

Sam Chan

***** ** ***** ***

Renton, WA *****

Phone: 206-***-****

Email: **********@*****.***

Objective: Obtain a financial service career utilizing my sales, management and leadership skills.

Professional Sales Experience:

Auto Approve 07/2020 – Present

Financial Services Representative

. Auto refinance

. Most gross in company for 4th quarter 2021

. Average gross of 100k in ancillary product per month

Hibu 03/2018-07/2020

Sales Account manager

. Digital marketing sales business to business

. Run 2 to 3 appointment per day

. Business to business cold calling

. Website, Search marketing, social, display advertising, and Search optimization

Credit Acceptance Corp: 06/2015-03/2018

Market Area Manager

. Setting up auto dealership and train them how to used our Finance programmed

. Run 5 to 6 appointment per day

. Business to business cold calling

. Management of territory

. #1 Market Area Manager in company for 2016 on growth contract

US Bank 04/2014-June 2015

Merchant Services Representative

·Setting up business for credit card processing.

·Run 4 to 5 appointments per day

·Business to business cold calling

·#1 in company for 2014 on sales goal result at 257%

Cascade Brokers Alliance 05/2008-04/2014

Insurance Sales Agent

• Three years in a row member of million dollar round table insurance producer.

• Top insurance producer in the northwest for the company in 2010, and 2011.

• Rookie of the year.

• Winner of annually sales convention.

• Perform daily and weekly phone blocks of over 500 dials per week to set and secure appointments.

• Run 5 to 7 appointments daily to perform needs analysis and close sales opportunities.

American General Financial Services (AGF) 07/2000-04/2008

Branch Manager and Account Executive

. Top Mortgage producer in division 3 years in a row.

• Promoted several times based on performance and excellent in my previous roles.

• Winner of annually sales convention.

• Manager of a 39 million dollar branch, largest branch in AGF.

• Grew branch from 15 million to 39 million over 4 years as manager.

• Transformed branch with the highest delinquency to one of the lowest in the division.

• Highest loan growth in company, 4 years in row as manager.

• Best operator, 3 years in a row as a manager.

• Winner, 4 years in a row, top branch producer.

• Top Loan officer, two years in a row for division.

• Top insurance salesperson, 3 years in a row and first employee to reach diamond level in company history at AGF.

• Top Branch in Northwest for retail dealer development.

• Weekly business to business development of setting car dealers and small business for referrals and dealer purchase.

Education: Central Washington University, Ellensburg, WA (96-00)

Bachelors of Science in Mathematics. Major in Actuarial Science, and minor in Economics.

G.P.A 3.2 Graduation Date: June of 2000

Additional Skills and Interests: MS Office suite, internal systems and software. I enjoy an active lifestyle involving; playing and watching sports, snowboarding and chess.

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