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Stephen Jeffries, Cic is a seasoned insurance professional with extensive experience in commercial insurance, risk management, and sales. He holds a Bachelor of Arts degree from Texas Tech University and a Diploma from Plano Senior High School. Stephen is a Certified Insurance Counselor (CIC) and a General Lines Agent Property and Casualty certified by the Texas Department of Insurance. With over 20 years of experience in the industry, Stephen has worked with various companies, including Commercial Insurance Solutions, Ted W. Allen & Associates, CapRock Services, MedMal Direct Insurance Company, and Marine One Acceptance Corporation. He has held positions such as Production Analyst, Agent/Producer, Sales Representative, Business Development Executive, and Account Manager. Stephen's expertise includes insurance, sales, risk management, commercial insurance, management, customer service, business development, property and casualty insurance, negotiation, workers compensation, and account management.

Credentials

  • Certified Insurance Counselor (CIC)
    The National Alliance for Insurance Education & Research
    Jan, 2011
    - Apr, 2026
  • General Lines Agent Property and Casualty
    Texas Department of Insurance
    Jan, 2007
    - Apr, 2026

Experience

    • Production Analyst
      • Jul 2019 - Present
      • Dallas, TX

      Commercial Insurance Solutions is a full service commercial insurance and risk management firm completely focused on commercial real estate insurance and the unique operations of the commercial real estate industry. We offer a streamlined and responsive organizational structure and a results-obsessed culture dedicated to producing bottom line results for our clients.

  • Ted W. Allen & Associates
    • Dallas/Fort Worth Area
    • Agent/Broker
      • Jan 2015 - Jul 2019
      • Dallas/Fort Worth Area

      A full service, national commercial insurance and risk management firm focused on commercial building insurance, risk management and insurance brokerage services for real estate professionals and operations of the commercial real estate industry.We provide risk management and commercial insurance brokerage services to multi-family property owners and commercial real estate investors.Specializing in Apartment Insurance, from a single locations to large multi-state portfolios, including coastal regions.

  • CapRock Services
    • Dallas/Fort Worth Area
    • Sales Representative
      • 2014 - 2014
      • Dallas/Fort Worth Area

      Founded in 2007, Caprock Services, headquartered in Irving, Texas, provides business solutions to merchants in over 40 states across the United States. Caprock Services offers merchants a unique platform to not only help grow their business, but to also reduce expenses and drive profits. Initially started as a merchant cash advance provider, Caprock Services now offers a variety of services including growth capital, insurance, payroll services, swipe payment system, energy, and restaurant consulting.

  • MedMal Direct Insurance Company
    • Dallas/Fort Worth Area
    • Business Development Executive
      • 2013 - 2014
      • Dallas/Fort Worth Area

      We offer an innovative approach to providing physicians and their ancillary personnel with comprehensive medical malpractice insurance. Medmal Direct is an A rated, financially strong, state admitted and licensed stock insurance company that offers physicians direct carrier access. This model typically provides doctors and medical personnel a significant savings compared to the traditional broker system that can be bloated with an additional 20% + in premium due to commission and marketing expenses. Our rates are actuarially sound and we aggressively and vigorously defend law suits to ensure your bottom line and reputation is protected.

  • Commercial Insurance Solutions
    • Dallas/Fort Worth Area
    • Agent/Producer
      • 2006 - 2012
      • Dallas/Fort Worth Area

      Commercial Insurance Agent-Multi-Family/Apartments/Commercial Real Estate

    • Collections Officer/Account Manager
      • 2005 - 2006
      • Dallas/Fort Worth Area

      Marine One serves as an alternative financing source for new franchise marine, RV, livestock and enclosed trailer, Side x Side and motorcycles dealerships and provides insurance coverage for boats, RVs, livestock and enclosed trailers to high-risk customers. http://www.marineone.com/Dumont Management Group, LLC -Deridder, LA is the parent company of Marine One Acceptance Corporation

    • Compliance Officer
      • 2004 - 2005

      Themis Capital is a private finance company specializing in financial services for trial lawyers and allows participating law firms to generate a source of cash and long-term financing for case development. Themis is no longer in business. Dumont Management Group, LLC -Deridder, LA was the parent company of Themis Capital Corporation.

    • Account Manager
      • 2000 - 2004

      Themis Capital is a private finance company specializing in financial services for trial lawyers and allows participating law firms to generate a source of cash and long-term financing for case development. Themis is no longer in business. Dumont Management Group, LLC -Deridder, LA was the parent company of Themis Capital Corporation

  • New LifeStyles Directories
    • Dallas/Fort Worth Area
    • Director of Sales/Account Manager
      • 1999 - 2000
      • Dallas/Fort Worth Area

      New LifeStyles provides comprehensive, quality information via Internet and hard copy magazines on senior residences and care options, including senior-oriented businesses, physicians, national associations and a database of all state licensed senior communities, home health and hospice agencies nationwide, plus other non-licensed communities and senior products and services. http://www.newlifestyles.com/

  • Productivity Point International
    • Dallas/Fort Worth Area
    • Account Manager
      • 1998 - 1999
      • Dallas/Fort Worth Area

      Productivity Point Global (previously ExecuTrain of Florida) combines technology and professional skills training, IT outsourcing, and event hosting for diversified businesses and industries. http://www.productivitypoint.com/

Education

  • 1994 - 1998
    Texas Tech University
    Bachelor of Arts, Telecommunications
  • 1989 - 1991
    Plano Senior High School
    Diploma

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance and Risk Management.”

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