Commercial Insurance Project Manager

ALEX SANTOS

SUMMARY

Proven expertise in commercial insurance, Liability, Workers

Compensation specialist, Safety, Cal-Osha and service customer’s needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Producer, Manager and Business owner with demonstrated command with fire department background. Also, Workers’ compensation specialist with developed aptitude for accuracy and saving money on premiums by lowering the experience mod. Multilingual with fluency in English and Spanish, offering solid comprehension of cultural diversity. EXPERIENCE .

Commercial Insurance Specialist, 07/2021 to 02/2022 Farmers Insurance District – Santa Ana, CA

• Ran 109 agencies and drove insurance sales up for new and existing agencies. Daily operations needed with hiring and firing to build the proper team.

• Analyst for Workers comp sales and controlling loss.

• Analyst for existing large client and Set up Safety and compliance to meet Cal-Osha requirements.

• Answered questions and guided brokers with consultations. Resolved compliance issues quickly through meticulous research. Commercial Insurance Manager Producer/Broker & Workers Compensation Specialist, 04/2020 to 04/2021

Gallant Risk - Corona, CA

• Drove insurance sales through partnerships with financial advisors, Accountants, and development of new clientele.

• Evaluated everyone with what they had to offer and place them on the team as needed. Built Agents from bottom up

• Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.

• Resolved compliance issues quickly through meticulous research, Safety, and compliance and training.

• Analyzed customer needs and provided best options, upselling products, and services.

• Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.

• Demonstrated leadership by making improvements to work processes and helping to train others.

• Collaborated with others to discuss new service opportunities.

• Implemented safety procedures and tactics to reduce worker's compensation premiums.

CONTACT

Address: Downey, CA 90242

Phone: 909-***-****

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

SKILLS

• Lead development

• Manage large teams

• Skill diagnosing and placing

• Team building

• Safety & Compliance

• Cal-Osha Compliance

• CSLB Compliance

• WCIRB / Expert

• Job site safety and compliance

• Workers Compensation Specialist

• Policy adjustment knowledge

• Asset protection expertise

• Reliable and trustworthy

• Coordination

• Relationship building

• Team building

• Project planning

• Fluent in English and Spanish

• Working collaboratively

• First Aid/CPR /LACFD medic

Commercial Insurance Producer/Broker, 01/2008 to 01/2019 Delaney Insurance Agency - Rancho Cucamonga, CA

• Developed insurance cross-selling opportunities in partnership with company owners.

• Evaluated everyone with what they had to offer and place them on the team as needed. Built Agents from bottom up and daily training.

• Engaged customers and provided high level of service by carefully explaining details about documents. While mentoring one of our team members.

• Drove client retention by increasing savings opportunities and identifying premium discounts.

• Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.

• Analyzed customer needs and provided best options, upselling products, and services.

• Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

• Kept team on track by assigning and supervising their activities and giving constructive feedback.

Project Manager, Operations 01/1986 to present.

Self-employed - Downey, CA

• Safety-Maintained safe work environment with zero accidents or lost workdays.

• Developed, implemented Safety for all crews and meet ISN, Edison, Osha and meet and maintain all strict

regulations/compliance requirements.

• Ran Daily operations needed with hiring and firing to build the proper team.

• Analyst for Workers compensation and controlling loss and an excellent Experience Mod.

EDUCATION AND TRAINING

Associate of Applied Science, Fire and Safety, 03/2001 Fire Academy / Medic - Yucaipa, CA, Ontario, CA, LACFD P&C License, Commercial Insurance, 01/2008

State of California - Los Angeles, CA

Contact this candidate