Marc Helfman, ACA

Marc helfman, aca

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location of Marc Helfman, ACAPort St Lucie, Florida, United States
Phone number of Marc Helfman, ACA+91 xxxx xxxxx
Followers of Marc Helfman, ACA684 followers
  • Timeline

    Jan 1995 - Nov 1995

    Information Center Manager

    Worldata
    Nov 1995 - Aug 1999

    Computer Assisted Telephone Interviewing Analyst

    VNU Operations - Scarborough Research
    Aug 1999 - Sept 2004

    Manager of Programming & Data Processing

    Quick Test/Heakin Research
    Sept 2004 - Aug 2007

    Claims Adjuster / Generalist

    Progressive Insurance
    Jan 2005 - Aug 2005

    Assistant Manager

    Hertz Local Edition
    Aug 2007 - Sept 2011

    Loss Control Representative / Claims Rep

    Deep South Insurance
    Sept 2011 - Jun 2012

    Agent

    New York Life Insurance Company
    Jul 2012 - Jan 2014

    Financial Representative

    Northwestern Mutual
    Current Company
    Aug 2014 - now

    Senior Risk / Loss Control Coordinator

    QEO Insurance Group
    Miramar, FL
  • About me

    Senior Loss Control Coordinator at QEO Insurance

  • Education

    • Farmingdale state university of new york

      1988 - 1991
    • Florida atlantic university

      1991 - 1993
      Bs marketing

      Activities and Societies: Young Entrepreneur Society

  • Experience

    • Worldata

      Jan 1995 - Nov 1995
      Information center manager

      Promoted from Database Marketing Specialist, to Information Center Manager.Researched direct mailing lists for company that produced computer/technical products. Worked on database analysis projects using SAS. Assured quality and timely order processing for the Information Center.

    • Vnu operations - scarborough research

      Nov 1995 - Aug 1999
      Computer assisted telephone interviewing analyst

      Promoted from Computer Assisted Telephone Interviewing (CATI) Programmer, CATI Analyst.Documented, tested, and implemented modifications to existing programs. Diagnosed and repaired nightly programming processes. Communicated with various users to meet their programming needs. Participated in remote support rotation for satellite interviewing facilities.Created new programs based on user specifications, which included ad hoc reports using numerous demographic variables. Responsible for the monitoring, troubleshooting, and repairing all nightly processes for satellite locations. Developed documentation for several areas of the company. Modified, updated and maintained various programs. Show less

    • Quick test/heakin research

      Aug 1999 - Sept 2004
      Manager of programming & data processing

      Promoted from CIS Specialist, to Data Processing Manager, to Manager of Programming & Data Processing.Facilitated the collection and delivery of data for clients requested centralized management of computer-based research studies. Created daily data tables for the interviewing facilities throughout the country, the Client Sales department, and management. Gained a working knowledge of NIPO data and related issues.Managed the process of data collection and processing for all computer-based research studies. Monitored the wireless Internet interviewing system with regards to programming, set up, and maintenance using OASIS2 software. Responsible for assessing current and future data processing needs. Played an integral role working with client and field operations to ensure that all data processing needs were met on a daily basis. Designed and maintained documentation for various processes.Hired, trained, and supervised department staff. Programmed research surveys, designed sales and internal training presentations, manageable data processing needs. Maintained the connectivity and updating of the numerous wireless LANS throughout the remote interviewing facilities with regards to the functionality of the OASIS2 software package. Communicated with clients daily to assist with survey design requirements. Show less

    • Progressive insurance

      Sept 2004 - Aug 2007
      Claims adjuster / generalist

      Investigated, analyzed, and determined the extent of liability in an attempt to settle claims. Corresponded with law enforcement, medical specialists, witnesses, claimants, and the insured to compile information. Specializing in property and casualty coverage.

    • Hertz local edition

      Jan 2005 - Aug 2005
      Assistant manager

      Responsible for a variety of daily management decisions in multiple areas including customer service, car inventory control and supervisory duties.

    • Deep south insurance

      Aug 2007 - Sept 2011
      Loss control representative / claims rep

      Loss control inspections for Commercial Auto, Trucking, General Liability, & Inland Marine policies. Claims adjusting and settlement. Territory was the southern half of Florida.Certified Defensive Driving Instructor (National Safety Council)620 License (Florida)620 License (Georgia)220 License (Florida)Various DOT training classes

    • New york life insurance company

      Sept 2011 - Jun 2012
      Agent

      220 License (Florida) All Lines General Agent620 License (Florida) All Lines Adjuster215 License (Florida) Life, Health, & Variable AnnuitiesCertified Defensive Driving Instructor (National Safety Council)

    • Northwestern mutual

      Jul 2012 - Jan 2014
      Financial representative

      215 License (Florida) Life, Health, & Annuities (New York) (New Jersey) (Connecticut) (North Carolina) (Pennsylvania) (Georgia)220 License (Florida) All Lines General Agent620 License (Florida) All Lines AdjusterSeries 6 certifiedSeries 63 certified

    • Qeo insurance group

      Aug 2014 - now

      Territory includes all of Florida, Louisiana, & Texas. As a Senior Loss Control Coordinator my works includes but is not limited to Interviewing, Training, Loss Control Inspections, Assigning, Monitoring, Tracking, Daily Coordination of Loss Control processes, and Special Projects. Commercial Lines insurance group.620 License (Florida) All Lines Adjuster, ACA - Accredited Claims Adjuster220 License (Florida) All Lines General Agent - inactive license 215 License (Florida) Life, Health, & AnnuitiesSeries 6 certifiedSeries 63 certifiedNotary (Florida) - inactive Show less Territory is the entire state of Florida. Risk Control Consultants meet with every insured, regardless of their business size, to discuss trade specific safety programs and techniques. These measures support our customer's successful business operations and provided an informed working environment. Some topics discussed are maintenance plans, safety programs, hiring screenings, etc...Commercial Lines insurance group.620 License (Florida) All Lines Adjuster, ACA - Accredited Claims Adjuster220 License (Florida) All Lines General Agent - inactive license 215 License (Florida) Life, Health, & AnnuitiesSeries 6 certifiedSeries 63 certifiedNotary (Florida) - inactive Show less

      • Senior Risk / Loss Control Coordinator

        Aug 2016 - now
      • Senior Risk / Loss Control Consultant

        Aug 2014 - Jul 2016
  • Licenses & Certifications

    • 215 life, health, & variable annuities license

    • 220 property & casualty license - inactive

    • 620 aca - acredited claims adjuster

    • Series 6

    • Series 63

    • Fleet training

      Driversed.com
      Jul 2010
    • Professional truck driver defensive driving certification

      National safety council
      Aug 2020
      View certificate certificate
    • Loss control

      Texas department of insurance
    • Defensive driving course - 4 hour

      National safety council
      Feb 2011
      View certificate certificate
    • Development of dot-required safety management controls and federal motor carrier safety administration compliance

      Dot compliance help inc
      Sept 2009
      View certificate certificate