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Dan Berry Insurance Agency - Commercial Insurance Agent Resume Example

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Daniel Thomas
XXXX XXXXXXX XXXXX , Portage , IN 46368 | (H) XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXXXX
Professional Summary

Goal-oriented Marketing and Management Professional dedicated to high levels of customer satisfaction while meeting aggressive business goals. Business expansion, retention and cross selling expertise with specialized knowledge in developing small to medium sized business accounts and cultivating long term relationships.

Skills
  • New and Renewal Business and Territory Development Specialist
  • Consultative Account Strategist planning, managing, and executing a four-point marketing and service model increasing account penetration and exceeding retention goals while surpassing client expectations
  • Licenses in Property and Casualty, Life and Health, and Long Term Care Insurance 
  • Decision Maker and Complex Problem Solver
  • In depth individual client needs analysis, evaluation, and presentation of formal risk control and related budget recommendations to clients
  • Motivated, interested, and dependable negotiator and liaison between company and client creating solid reliable insurance programs and long term relationships  
  • Staff training and engagement focusing on overall company and personal goal achievement
  • Excelled and integrated well through three company acquisitions
Experience
Commercial Insurance Agent 03/2011 to Present
Dan Berry Insurance Agency South Bend, IN
Create client base through referrals, cold calling, networking and media resources.  Strengthen client/agent/company relationships through ongoing business evaluation and analysis recommending insurance solutions to optimize business protection and minimize cost to the client while reducing risk to the insurance company.  Establish a distinct service difference that a client will rely upon.
Senior Commercial Sales Executive - Assistant Vice President 12/2007 to 03/2011
Huntington Insurance Indianapolis, IN
Commercial property, casualty, life and health agent specializing in developing construction, manufacturing, and automotive account base.  Business purchased by Dan Berry Insurance Agency.  
Commercial Insurance Agent 12/1997 to 12/2007
Waterfield Insurance Agency South Bend, IN
Established new commercial insurance territory for agency in Northwest Indiana.
Marketing Representative 10/1990 to 11/1997
Federated Insurance Northwest, IN
Commercial property and casualty, life, and health agent.  Estate planning, buy/sell agreements, key person and disability insurance. Clients included contractors, manufacturers, and oil distributors. Provided safety analysis to help clients develop safety programs. President's Council Winner. 
Territory Manager 01/1985 to 12/1988
Kraft Foodservice Bensenville, IL
Expansion of Northwest Indiana territory building and reinforcing relationships with hospitals, schools, and restaurant accounts. Managed multi million dollar multi location contract account. Highest percentage sales of most profitable items in my sales group.  Menu merchandising.  Trade show experience.
Education
Master of Business Administration (MBA): Indiana University Northwest - Graduate Assistant for Business School. Business, Management, Marketing and Human Resources. Marketing Club Treasurer.
Bachelor of Science: Marketing Indiana University Bloomington - Business Administration and Marketing. Weightlifting Club Treasurer
Community Service

Court Appointed Special Advocate, Youth Service Bureau of Porter County
Building and Facilities Committee for Portage Township Schools 
Christmas In April

Affiliations

Member Beta Gamma Sigma National Honorary Business Fraternity

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Resume Details

This is a real resume for a Commercial Insurance Agent in Portage, Indiana with experience working for such companies as Dan Berry Insurance Agency, Huntington Insurance, Waterfield Insurance Agency. This is one of the hundreds of Commercial Insurance Agent resumes available on our site for free. Use these resumes as templates to get help creating the best Commercial Insurance Agent resume.

Previous Companies:

  • Dan Berry Insurance Agency
  • Huntington Insurance
  • Waterfield Insurance Agency

Previous Job Positions:

  • Commercial Insurance Agent
  • Senior Commercial Sales Executive Assistant Vice President
  • Marketing Representative
  • Territory Manager

Schools:

  • Indiana University Northwest
  • Indiana University Bloomington

Level of Education:

  • Master of Business Administration (MBA)
  • Bachelor of Science

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