Customer Service Account Manager

Carl Shafer

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

Jacksonville, FL 32258

**************@*****.*** 901-***-****

CAREER SUMMARY Thirty five years of customer service positions with the last eleven being in the commercial property and casualty side of insurance. My skills range from sales, risk and account management, relationship building, leadership and long range planning.

EXPERIENCE Insurance Wagon January 2024 to October 2024

Jacksonville, FL

Commercial Lines Account Manager/Producer.

• In charge of all commercial accounts for service and renewals of a 2 million of billings.

• In charge of all new customer marketing and prospecting.

• Did all billings and servicing of commercial accounts. Investors Indemnity January 2023 to January 2024

Atlantic Beach FL

President, Investors Indemnity LLC

• Full service insurance agency with a concentration on commercial habitat space.

• Over hiring, budgeting, marketing as well as over the service of these properties.

• Projected premium increase to 3 million by the end of 2024.

• Ran and decided all aspects of the agency.

AAA July 2022 to January 2023

Ponte Vedra, FL

Field Service Agent

• Sell all AAA branded products and services to all Auto Club preferred suppliers and club members

• Proactively sought out sales opportunities through various avenues including outbound marketing, walk-ins, self-marketing, and customer referrals.

• Met and exceeded sales goals on a regular basis. CS Group April 2016 to December 2021

Memphis, Tn

Chief Operation Officer

• Made and implemented all policy and training materials for the agency.

• Had double in sales on a yearly basis.

• All HR, operational and sales rules monitored and implemented.

• Set the vision and made sure all short term vision and goals were implemented and met.

• Oversaw that the growth and feel of the company were moving in a positive direction. Friends of Heidi Shafer for County Commission February 2010 to august 2018 Memphis, TN

Campaign Manager/Senior Political Advisor

• Discussed and suggested campaign direction decisions with candidate.

• Made all operation decisions on the campaigns.

• Negotiated all media buys for the candidate.

• Wrote and oversaw and wrote the campaign plan.

• Won by forty points over the opponent in the first election by candidate.

• Advise and suggested policy decisions with commissioner. Caesars Entertainment/Horseshoe Casino December 1995 to July 2022 Robinsonville, MS

Casino Operations and MIS Department

• Front-line Dealer, in-service customer service training.

• Expertise and professional training in all major casino games (black jack, roulette, craps).

• Casino accounting department.

• June 1999 to December 2001 Supervisor/Network Manager with Novell NT 4.0 servers and workstations. AS 400 troubleshooting end user issues and writing policy and procedures. EDUCATION Bachelor of Arts in Communications, Master of Arts in Political Science University of Memphis

SKILLS/CERTIFICATIONS AND LICENSES Florida 2-15 and 2-20 insurance licenses.

Novell Certified Network Administrator 4.0

Commercial lines coverage specialist.

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