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Cale Merrill

Cale Merrill

Loan Officer

Followers of Cale Merrill967 followers
location of Cale MerrillGulfport, Mississippi, United States

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  • Timeline

  • About me

    VICE PRESIDENT at UNITED RISK AGENCY INC

  • Education

    • PDP

      -

      Professional Development Program through Safeco to better understand Personal Lines Insurance.

    • William Carey University

      2010 - 2012
      Master of Business Administration (M.B.A.) Business Administration and Management, General

    • Mississippi State University

      2002 - 2007
      Bachelor of Business Administration (B.B.A.) Risk Management, Insurance, and Financial Planning

      Activities and Societies: Kappa Alpha Order

  • Experience

    • Hurricane Mortgage Company

      Aug 2007 - Apr 2008
      Loan Officer

    • Hancock Bank

      Aug 2008 - Sept 2009
      Adjustor I

      Assisted customers in working out payment plans before their accounts became past due, in hopes that no further action would need to be taken. If necessary, started legal or repossession activities. At the suggestion of management, I travelled to acquired banks to assist with delinquency problems.

    • Hancock Bank

      Sept 2010 - Jun 2013
      Financial Services Associate II

      I have been the recipient of various regional customer service rewards. I profile new customers to make sure they are placed in appropriate products and guide customers through the entire loan process. In doing so, I consistently meet or beat sales targets in all key areas. I am licensed to sell fixed annuities in the state of MS and consistently beat my quarterly referral goals. As time allows, I also assist with other functions in the daily operations of the branch.

    • State Farm

      Mar 2014 - Dec 2014
      Insurance Producer

      Was responsible for making sales call on the behalf of Johnny White. Would require going out and bringing new business in as well as cultivating current relationships to see if all their needs were met. Attended and hosted events in order to increase business.

    • Allen & Smith Insurance

      Jan 2015 - Apr 2019
      Outside Sales Agent

      I am responsible for going out and cultivating new business. I prospect new business from referrals and getting out and meeting people.

    • Merrill Insurance Agency

      May 2019 - Oct 2022
      President

    • UNITED RISK AGENCY

      Jun 2019 - now

      • Vice President

        Oct 2022 - now

      • AGENT

        Jun 2019 - Oct 2022

  • Licenses & Certifications

    • Surplus Line License

      State of Mississippi
      Jan 2015

    • Property and Casualty License

      State of Mississippi
      Sept 2013

    • Life and Health License

      State of Mississippi
      Mar 2011

    • Producer Development Program

      Safeco Insurance
      Apr 2015

  • Volunteer Experience

    • Member Board Of Directors

      Issued by Coast Young Professionals on Jan 2017
      Coast Young ProfessionalsAssociated with Cale Merrill

    • President

      Issued by Independent Insurance Agents of the Gulf Coast on Jul 2019
      Independent Insurance Agents of the Gulf CoastAssociated with Cale Merrill

    • Young Agent Board member

      Issued by Independent Insurance Agents of Mississippi on Sept 2020
      Independent Insurance Agents of MississippiAssociated with Cale Merrill

    • Board Member

      Issued by Independent Insurance Agents of Mississippi on Jul 2019
      Independent Insurance Agents of MississippiAssociated with Cale Merrill

    • Volunteer

      Issued by Helping Hands Ministries on Apr 2015
      Helping Hands MinistriesAssociated with Cale Merrill

    • Fundraiser

      Issued by National MS Society on Aug 2002
      National MS SocietyAssociated with Cale Merrill

    • Vice President

      Issued by Independent Insurance Agents of the Gulf Coast on Jul 2018
      Independent Insurance Agents of the Gulf CoastAssociated with Cale Merrill