Charles McDade, LUTCF

Agency Owner at McDade Insurance Brokerage Group, LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Spring, Texas, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Life Underwriter Training Council Fellow
    NAIFA-Texas
    Dec, 2014
    - Nov, 2024
  • Life Insurance License (Texas)
    Texas Department of Insurance
    Feb, 2012
    - Nov, 2024
  • Property and Casualty Insurance License (Texas)
    Texas Department of Insurance
    Aug, 2011
    - Nov, 2024

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Agency Owner
      • Mar 2020 - Present

      The vision for McDade Insurance is simple “Insurance driven to serve”. From clients to business partners, our focus is squarely on advancing the industry. We do this by leveraging technology and multiple A rated carriers. The goal is to increase customer understanding of policies and provide a tailored product suite. The vision for McDade Insurance is simple “Insurance driven to serve”. From clients to business partners, our focus is squarely on advancing the industry. We do this by leveraging technology and multiple A rated carriers. The goal is to increase customer understanding of policies and provide a tailored product suite.

    • United States
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Account Manager
      • Jan 2019 - Feb 2020

      We are full recruitment company that places perm, contract to perm, and locum coverage- Did you know 90% of healthcare facilities utilized locums last year? The PROS for locums being hospital-based are that you would only pay a daily rate and you would get to the bill and retain all fees for services. You get to keep both the technical and professional fees (billing globally) Cell: (832) 704-3633 Please let me know the type of recruitment for each specialty below: • OB/GYN • Anesthesiologist • General Surgeon • Orthopedic Surgeon • Urology • CVT Surgeon Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • HCM Account Executive
      • Sep 2017 - Nov 2018

      Paylocity develops industry-leading, cloud-based payroll and human capital management software solutions for medium-sized organizations. Our comprehensive and easy-to-use solutions enable our clients to manage their workforce more effectively. Paylocity’s intuitive, highly configurable solution unifies payroll and HCM applications, such as time and labor tracking, benefits, and talent management. Our solutions help drive strategic human capital decision-making and improve employee engagement by enhancing the human resource, payroll, and finance capabilities of our clients. Show less

    • United States
    • Insurance
    • 700 & Above Employee
    • Lead Sales Representative
      • Sep 2011 - Sep 2017

      The Lead Sales Representative position was established in 2009 to recognize Sales Representatives who have established themselves as leaders among their peers through their consistent sales of quality new business and excellent customer service.EligibilitySales Representatives must meet the following criteria:Must have a minimum P&C per week average of 5.0. (above 5 policy sold per week) Consistent high productivityParticipated in a self-development course other than that required for licensing.Must be willing and capable to mentor and coach less-experienced peers.Recommended by Branch and Area management.Recommended by Zone Vice President. Show less

    • Sales Representative
      • Feb 2013 - Dec 2014

      Identifies prospective customers using established lead methods. Sells Auto, Home, Life and other insurance products to individuals and Affinity groups within assigned territory (Texas) using consultative selling techniques. Counsels and advises prospects and policyholders on matters of protection and coverage. Develops and maintains business relationships with policyholders within the community. Services and maintains renewal policies. Is responsible for a specific volume of quality new business quoted and written within company guidelines. Show less

    • Sales Associate
      • Dec 2011 - Nov 2012

      Under moderate supervision, acts as an assistant to Executive Sales Representatives Primary responsibility is to assist the Executive Sales Representative / Sales Representatives in achieving growth, retention and Group Savings Plus account penetration goals. Acts as an initial contact in addressing customer concerns regarding establishment of new policies and account status. Ensures quality service is provided by coordinating activities with various departments.

    • Sales Internship
      • Sep 2011 - Dec 2011

      As a Liberty Mutual Personal Insurance Sales Intern, you develop the skills necessary for success in Sales by working closely with a Sales Representatives in a field office. Throughout this internship you build prospecting, product knowledge, as well as build and develop client relationships within Houston communities to promote Auto, Home and Life Insurance products and client knowledge.

    • United States
    • Insurance
    • 700 & Above Employee
    • Sales Associate
      • 2010 - May 2011

Education

  • Nicholls State University
    Bachelor's degree, Marketing and Professional Sales
    2007 - 2011
  • The American College
    Life Underwriting Training Council Fellow, Life Insurance
    2013 - 2014

Community

You need to have a working account to view this content. Click here to join now