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Carter Insurance Agency - Insurance Broker Owner Resume Example

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Addison Kelly
  • Sales and Marketing
  • Customer and Personal Service
  • Multiple Company and Client Collaboration
  • Effective Time Management
  • Production and Processing
  • Operations Analysis
Insurance Broker - Owner Jan 1991Present Carter Insurance Agency Pleasanton, CA
  • Broker various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance.
  • Company affiliations have included: Blue Cross, Blue Shield, Kaiser Permanente, Health Net and Farmers Insurance.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
  • Collaborate and network to find new customers and generate lists of prospective clients.
  • Calculate premiums and establish payment method.
  • Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Owner - Dealer Principal Nov 2007Nov 2009 E2 Automotive Dealership Pleasanton, CA

Formed a small automotive dealership specializing in high end automobiles.  Responsible for the operations, customer interface, wholesale purchase and retail sales.  

Bachelor of Science : Business Administration ~ Marketing Management Dec 1990 California State University, Hayward Hayward, CA
High School Diploma Jun 1978 Prospect High School Saratoga, CA
Community Service

Girl Scout Leader, 2010-2015

Principal Duties 

  • Plan troop program and hold regular troop meetings.
  • Promote variety in the troop program and provide new learning opportunities for girls.
  • Register troop promptly and maintain accurate records.
  • Communicate effectively with troop's parents.
  • Participate in Council fundraiser.

California Department of Insurance, License #0769362

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Resume Details

This is a real resume for a Insurance Broker Owner in Pleasanton, California with experience working for such companies as Carter Insurance Agency, E2 Automotive Dealership. This is one of the hundreds of Insurance Broker Owner resumes available on our site for free. Use these resumes as templates to get help creating the best Insurance Broker Owner resume.

Previous Companies:

  • Carter Insurance Agency
  • E2 Automotive Dealership

Previous Job Positions:

  • Insurance Broker Owner
  • Owner Dealer Principal


  • California State University, Hayward
  • Prospect High School

Level of Education:

  • Bachelor of Science
  • High School Diploma

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