Richard Curlee

Experience

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  RBC Last Minute Productions

  Jan 1983 - now

  Owner

  I provide quality voice over work and consulting for radio stations

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  C.A.R.E. Counseling

  Jan 1996 - Jan 2005

  Practice Manager

  I managed intake for all clients, coordinated insurance claims, set and managed appointment scheduling. I was responsible for coordination of A/R A/P. I designed and maintained the practice website. I was responsible for employee oversight and performance. I oversaw all primary administrative functions. I prepared all reports as necessary for Texas licensing compliance. Software used – Microsoft Word, Excel, PowerPoint, Publisher, Outlook, Thunderbird, Sonar, Front Page, WYSIWIG and Page Plus, Sonar, Protools, Cakewalk Pro Audio, QuickBooks Pro Show less

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  US Health Group

  Jan 2007 - May 2012

  Independent Agent

  Common sense for Self-Employed Health Coverage

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  Insurize!

  May 2009 - Jul 2012

  Independent Agent

  I was an independent agent for 27 health/life insurance companies in Texas. Independent broker. Acquired appointments via cold calls, e-mail marketing, Facebook, direct mail. I prepared quotes via Adobe Acrobat and delivered to clients, either in person or using Microsoft Outlook or Mozilla Thunderbird. I presented plans to customers, wrote and delivered policies to clients as necessary. I developed innovative brochure presentations to help customers understand how insurance works and to make value decisions. I created unique online sales presentation used in private webinars. I provided ongoing training for other agents to develop superiorcommunication skills. I kept detailed notes on sales via Excel spreadsheets I designed. I maintained a web presence using Front Page, WYSIWIG and Page Plus. Software used – Microsoft Word, Excel, PowerPoint, Publisher, Outlook, Thunderbird, Sonar, and PhoneBurner – My new position with State Farm required a captive agent status. Show less

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  Care Improvement Plus

  Nov 2009 - Jul 2012

  Medicare Advantage Sales Specialist

  I educated, qualified and enrolled eligible Seniors in a Medicare Advantage Plan, in accordance with CMS & company guidelines. I answered questions and stood as liaison between customers and the insurance carrier. I presented seminars and community meetings to answer Medicare questions and helped candidates enroll in the program. Software used – Microsoft Word, Excel – My new position with State Farm required captive agent status.

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  Central United Life Insurance

  May 2010 - Jan 2011

  Agent

  I was an independent agent for 27 health/life insurance companies in Texas. Independent broker. Acquired appointments via cold calls, e-mail marketing, Facebook, direct mail. I prepared quotes via Adobe Acrobat and delivered to clients, either in person or using Microsoft Outlook or Mozilla Thunderbird. I presented plans to customers, wrote and delivered policies to clients as necessary. I developed innovative brochure presentations to help customers understand how insurance works and to make value decisions. I created unique online sales presentation used in private webinars. I provided ongoing training for other agents to develop superiorcommunication skills. I kept detailed notes on sales via Excel spreadsheets I designed. I maintained a web presence using Front Page, WYSIWIG and Page Plus. Software used – Microsoft Word, Excel, PowerPoint, Publisher, Outlook, Thunderbird, Sonar, and PhoneBurner – My new position with State Farm required a captive agent status. Show less

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  State Farm Insurance

  Jan 2012 - Dec 2015

  ESP

  When the State Farm agent died, I was asked to stay and help with the transition period for the next agent. I was very successful in that position and was asked to do the same for 6 other State Farm offices. In addition to the daily maintenance of client accounts, I am responsible to keep as much of the book of business as possible intact for the next agent, currently in training. I also train staff to work with the next agent, using company publications and guidelines. The Emergency Service Program has been discontinued and is being phased out by the end of 2015.• Calculate premiums and establish payment methods for sales.• Meet with existing and prospective clients each week to select appropriate insurance policies.• Finalize sales and collect necessary deposits.• Calculate quotes and educate potential clients on insurance options.• Evaluate the accuracy and quality of data entered into the agency management system. Address customer inquiries and complaints.• Utilize political skills to address customers’ concerns regarding transition to a different agentThis program was contract based and closed on 12/31/15 Show less

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  Malcolm Minnick State Farm Insurance

  Jul 2012 - Apr 2013

  Insurance Specialist

  I presented products offered by State Farm Insurance, including Fire, Auto, Life, etc. – Captive agent –I generated sales from leads and cold calling. This included meeting with groups to explain coming insurance changes. When Malcolm unexpectedly died, I was asked to stay and manage the book of business while the company vetted a new agent.

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  Round Rock Honda

  Jul 2016 - Apr 2017

  Sales Consultant
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  Legal Zoom

  Aug 2017 - now

  Customer Care Specialist

  I have the incredible privilege of working with Legal Zoom members, standing ready to resolve issues and help them maximize the potential of their product selection. Our team reaches across the continent, fulfilling the needs and dreams of our customers.