Experience

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  Farmers insurance

  Jun 2006 - Jun 2008

  Agent

  • Responsible for customer service inquiries from insured’s, along with maintaining and growing a relationship with current policyholders.• Identified and solicited sales prospects in agency databases.• Calculated billing amounts for insured’s policy premiums. • Analyzed policy transactions and endorsed the policies by making the necessary changes. • Calculated quotes and educated potential clients on insurance options.• Met with prospective customers and business owners to discuss their insurance needs. Show less

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  Jp gallagher construction, inc.

  Jun 2008 - now

  Sales/project manager

  • Perform regular job site observations to provide direction for all general contractor personnel.• Obtain building and specialty permits from local jurisdictional agencies.• Determine the project schedule, which includes the sequence of all construction activities.• In charge of ordering/receiving/staging all materials for jobs.• Meet with potential customers to provide sales presentation to sell home remodeling projects.• Meet with insurance adjusters to discuss estimates in regards to insurance claims.• Draft and provide regular interval progress reports to customer and insurance personnel. Show less

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  Warren g. bender company

  May 2014 - Nov 2015

  Account executive

  - Develop and deliver proposals of insurance including details of coverage's, limits, deductibles, and other pertinent information.- Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products, and records.- Handle all new sales call-ins and screen for appropriate fit in agency's target industries.- Participate in ongoing staff and sales meetings as directed.

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  Haney garcia realty group

  Feb 2017 - now

  Realtor