Nathaniel K. Stevens
672 Brannon Street, Los Angeles, CA 90017 / Tel# (213) 213-7764 Email: email@example.com
Insurance professional with exceptional ability to conduct consultations and make sales. Also able to lead team members with motivational management techniques. Recognized for thorough understanding of all insurance projects and government regulations. Proficient in several computer applications.
Trained sales force of 10; increased sales by 20% in first month after training.
Successfuly marketed new insurance products to existing clients.
Saved company several million in losses with thorough knowledge of high-risk exclusions.
Provided timely and friendly service.
Trained over 90 employees regarding use of new digital records.
METRO Insurance Agency, Los Angeles, CA
1996 – Present
Managed monthly caseload of over 150 clients. Regularly interview new clients and determine eligibility. Oversee a sales staff of 35..
Write monthly newsletter to streamline communication.
Trained over 5000 employees via a video teleconference.
Received Employee of the Year for training efforts.
Served as a trainer for new hires.
SoUthern CAL Insurance, Los Angeles, CA
1993 – 1996
Inspected client property to determine coverage needs. Performed more than 10 visual inspections each day. Informed agents of new products. Assisted with claims processing.
Maintained digital database of guidelines for claims adjusters.
Analyzed new products to recommend new products to existing customers.
Initiated team meetings to study complex policies and claims.
Reported to associates regarding high-risk exposures.
RAINTree Insurance Group, Los Angeles, CA
1988 – 1993
Oversaw sales territory which covered two states. Achieved above-average loss ratio. Recruited and trained top talent.
Received award as Employee of the Quarter.
Created training materials to teach sales staff.
Produced training materials for new licensees.
Motivated sales staff to exceed monthly quotas.
BAKKER, Inc., Los Angeles, CA
1984 – 1988
Wrote policies for large Life Insurance Company. Provided insurance counsel to clients.
Achieved sales volume to qualify for top ranking in company.
Improved reputation of company because of focused customer service.
Developed investment plans for clients.
EDUCATION AND TRAINING
Bachelor of Arts (Psychology), 1984
Banning College, Los Angeles, CA
Minor: Business Management
Professional training in:
Courses in Property, Casualty, Reinsurance, and Public Relations
Interior/Exterior Property Inspection
Member, Kiwanis Club
Volunteer for YMCA
American Cancer Society, volunteer