Bio
Credentials
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General Lines Agent
Florida Department of Financial ServicesAug, 2017- Apr, 2026 -
220 License
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Experience
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Atlantic Pacific Insurance
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Palm Beach Gardens, Florida, United States
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Personal Lies AccountManager
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Jun 2023 - Present
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Palm Beach Gardens, Florida, United States
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Celedinas Insurance Group
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Palm Beach Gardens FL
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Personal Lines Account Manager
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Sep 2020 - Jun 2023
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Palm Beach Gardens FL
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Atlantic Pacific Insurance
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Palm Beach Gardens, FL
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Personal Lines Account Manager
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Jul 2016 - Sep 2020
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Palm Beach Gardens, FL
Develop new business from existing client base through cross selling efforts including outbound calls, emails and letters while developing other outside referral sources by attending networking events within the community.Resolve policy issues, questions or concerns for clients by maintaining detailed knowledge of carriers represented, the products and services offered, as well as professional relationships with carrier representatives and their underwriters.Prepare and present quotes and recommend coverages based on customer needs and agency standards.Atlantic Pacific Insurance is an independent, full-service agency that is privately owned. This means we have access to numerous insurance companies, so we can create customized insurance and risk management solutions. We specialize in all types of commercial insurance, personal insurance and risk management services. Since 1981, our clients have been our top priority. Our success is built upon understanding their specific needs, and tailoring the perfect insurance programs for each of them. As an independent agent, our goal is to match business and personal insurance needs with insurance programs that offer the best value for the premium dollars.
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Landmark Insurance of the Palm Beaches
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Palm Beach Gardens, FL
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Account Manager
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Jun 2015 - Jun 2016
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Palm Beach Gardens, FL
Responsible for providing excellent account management and customer service to an affluent client base including issuing binders of insurance, reinstatements, rewrites, endorsements, cancellations, payments and other policy related tasks.Provided quotes and recommendations on home ,auto, watercraft , jewelry and umbrella insurance policies.
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Chico's FAS, Inc.
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Palm Beach, Florida Area
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Sales Team Lead- Part Time
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Sep 2013 - Sep 2015
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Palm Beach, Florida Area
Supervise Sales Associates to ensure they are properly greeting and assisting customers and help them maximize productivity to reach their sales goals and develop their client base.Respond to customer inquiries and complaints in a professional and timely manner.Basic operations including cash handling and reporting, price changes, merchandise handling and open and closing duties.Chico's FAS helps women look as great as they feel by delivering amazing personal service and offering unique products, all within a warm, inviting botique atmosphere. We focus on creating lifelong relationships with customers, offering them high quality merchandise and superior service.
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Gallo Insurance Agency
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West Palm Beach, Florida Area
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Marketing Representative
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Oct 2014 - Mar 2015
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West Palm Beach, Florida Area
Develop annual marketing budget and plan to include a variety of programs, both on line and off line, to grow and retain agency book of business.Create targeted collateral materials and strategic presentation content for new business initiatives within pre-determined vertical markets.Develop, manage and maintain company website in conjunction with Facebook and LinkedIn pages.Facilitate and maximize the use of Co-Op advertising programs offered by carriers the agency currently writes with to increase policy count and gain higher commission percentages.Identify, evaluate and manage participation in industry-related conferences, seminars, workshops and networking groups, and gain opportunities to present the agency's suite of products and services.Established in 1949, Gallo Insurance has set the standard for excellence in customer service for the insurance industry of South Florida. Our experienced, knowledgeable staff serves as trusted insurance advisors for some of the most prestigious members of our local community and all of South Florida.
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Midwest Technical Inspections, Inc.
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Hanover Park, IL
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Regional Account Manager- Midwest
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Sep 2012 - Jun 2013
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Hanover Park, IL
New business development through contacting qualified prospects to sell inspection services to insurance companies throughout the Midwest for underwriting and loss control purposes through daily cold calling, emailing and on-site presentations.Management of existing accounts through frequent interaction and follow up with Branch Managers, Directors of Underwriting and other upper management personnel to monitor overall satisfaction of suite of services provided while promoting additional products including Premium Audits and OSHA Training and Safety Consulting.
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MARDEV-DM2
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Lombard, IL
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Senior Sales Consultant
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Aug 2011 - Jun 2012
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Lombard, IL
Marketed and sold B2B data for direct marketing/channel sales programs to brokers, agencies and end users.Maintained current book of business while developing new opportunities in assigned territory through on-going prospecting activities.Developed and presented list recommendations to brokers and agencies.
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Account Manager
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Dec 2010 - Aug 2011
New business development, new client acquisition, driving profitable revenue, building long term client relationships. Solution sales of customized data, analytics and database management services to the healthcare industry.
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Direct Medical Data
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Des Plaines, IL
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Key Account Sales Manager
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Sep 2010 - Dec 2010
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Des Plaines, IL
Responsible for prospecting, creating and tracking new sales opportunities and building brand loyalty. Identify and prioritize highest prospect opportunities and manage through the sales cycle.
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Marketing Director
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Dec 2006 - Sep 2010
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Aggressive List Management
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Barrington, IL
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VP of New Business Development
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Jul 2002 - Nov 2007
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Barrington, IL
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Education
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1980 - 1984Drake University
Bachelor of Arts (BA), Mass Communication & Journalism -
Lyons Township High School
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