Account Manager Aliso Viejo
Resume:
* **** ****, ***** *****, CA ***** 949-***-**** *******@*******.***
Scott Kasoff
Aliso Viejo, CA 92656
*******@*******.***
Professional Experience
Kasoff Insurance and Financial Services, Irvine, CA Owner / Agent, September 2012 – June 2023
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, annuity, 401K, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Install bookkeeping systems and resolve system problems.
Account Manager for Personal Lines,
Account Manager for Commercial Lines.
Farmers Insurance / Scott Kasoff Insurance Agency, Laguna Hills, CA Owner / Agent, March 2007 – September 2012
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, annuity, 401K, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Install bookkeeping systems and resolve system problems.
Account Manager for Commercial and P&C.
Retired
February 1997 – March 2007
J.M. Mobile Electronics, Mission Viejo, CA
Proprietor, January 1993 - February 1997
Provide customer service by greeting and assisting customers, and responding to customer inquiries and complaints.
Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers.
Hire, train, and evaluate personnel in sales or marketing establishments, promoting or firing workers when appropriate.
Establish and implement policies, goals, objectives, and procedures for their department.
Plan and coordinate advertising campaigns and sales promotions, and prepare merchandise displays and advertising copy.
4 Dawn Lane, Aliso Viejo, CA 92656 949-***-**** *******@*******.*** Silo, Mission Viejo, California
District Manager, July 1991 - January 1993
Licenses & Accomplishments
California Department of Insurance License # 0F54785 Property & Causality Licensed
Life, Health & Variable Licensed
6 & 63 Licensed
Certified Sales Professional accredited
Championship (Top 3% of all agents in the United States) Topper Club (Top 7% of all agents in the United States) Agent of The Year
Top Life Writer in the Market
Top Fire Writer of The Year
Education
University of Farmers, Simi Valley, California, United States Completed coursework towards Certified Sales Professional (CSP) Staten Island College, Staten Island, New York, United States Midwood High School, Brooklyn, New York, United States
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