5+ Insurance Agent Account Executive

Roberto Castro

Cellular 407-***-****

********************@*****.***

SUMMARY

Licensed property & casualty / life & health insurance broker offering 6 years of experience in business management, consulting, strategic planning, sales training in the insurance industry. Progressive advancement to multi-million dollar responsibilities based on personal and professional growth, and attainment of goals and objectives. Outstanding communication, interpersonal, analytical, and decision-making skills. Demonstrated success managing projects to completion.

AREAS OF EXPERTISE

Achieved sales volume to qualify for the Multi-million Sales Award (achievement award) at Countrywide Insurance Services and known as one of the top 5 producers for the company. Grew a $500,000 book of business in less than a year with Atlantic Insurance Network, LLC.

* Implemented focused sales strategy to attain average of 35% of quota, achieving 160 sales a month.

* Developed reputation for prompt, efficient service with high level of accuracy.

* Motivated and mentored sales persons on financial, underwriting, and risk selection to improve customer service.

* Grew the business by 30% in less than one year while significantly reducing expenses within the same period.

* Directed the design of the company's Web site to support sales over the Internet.

EXPERIENCE

Insurance Account Representative - 2008 to Present

State Farm Insurance, Elmont, NY

In charge of producing sales using internet leads, company leads and refferals. Dedicated to the hispanic market.

* Top sale producer for three months, selling more than 60 policies each month.

* Goal oriented and sales driven.

* Sold more than 15 life polices the first month and no less than seven every month.

Owner, Insurance Agent - 2006 to 2008

Atlantic Insurance Network, LLC, Casselberry, FL

Developed network of mortgage brokers, lenders and banks in order to provide coverage for their customers. Had a network of more than 40 banks and lenders who reffered business to us. In charge of marketing and advertising.

* Acquired more than 400 customers in less than four months, building a book of business of more than $500,000 in premium for the first year.

* Broker agency representing more than fiftheen companies including Progressive, Farmers, CNA, Travelers, One Beacon and others.

* Commercial lines serviced including trucking companies, commercial buildings and general liability for small business and contractors.

Insurance Specialist - 2005 to 2006

Countrywide Insurance Services, Orlando, FL

Homeowners Insurance Specialist. In charge of making contacts with mortgage brokers and banks to offer insurance to their clients. Licensed in 17 states including NY, NJ, CT, MD, CA, TX, NV, AR and FL. One of the top sales producer of the year and qualified for the multi-million dollar achivement award.

* In charge of making 150 calls a day to Countrywide customers.

* Advise customers about coverage an endorsements in order to better protect their investment.

* Sold more than 160 policies a month.

* Top seller with an average of seven policies sold daily.

Insurance Sales - 2004 to 2005

Cooperativa de Seguros Multiples, Casselberry, FL

Provide quotes for auto and home owners insurance. In charge of supervising the office employee.

* Developed close and personal relationships with clients to ensure customer loyalty and retention.

* Ensured the highest levels of customer service and satisfaction.

* Established quotas and managed performance to meet sales goals.

EDUCATION

Certificate, Life & Health - 2008

Posh Insurance School, New York, NY

Certificate, Property & Casualty - 2004

Florida Insurance School, Orlando, FL

Auto Insurance, Homeowners, Commercial Property, Dwelling Fire, CGL, Professional Liability, Inland & Ocean Marine, Worker's Compensation, Crime Insurance, Bonds and other lines. (2-20)

Certificate, Real Estate Broker - 2000

Tiri Real Estate, San Juan, P.R.

Real Estate Broker Certificate.

Bachelor of Science, Marketing - 1999

Universidad Interamericana de P.R., San Juan, PR

Candidate for a bachelor degree in marketing, major in advertising. Completed 60 credits in marketing and related courses.

ADDITIONAL SKILLS

* Account Development

* Cross-Cultural Work Environments

* Leadership

* Relationship and Team Building

* Computer Literacy

* Problem Solving

* Written and Verbal Communication

* Bilingual: Spanish/English

LICENSES

* Property & Casualty, Department of Insurance, Florida, New York 2005

* Life & Health, Department of Insurance, New York 2008

TRAINING

* Commercial Lines, CE, Orlando, FL 2008

AWARDS

* Top Sales Producer, Countrywide Insurance Services, Orlando, FL

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