Summary of Position Qualifications:
- AA, College of the Desert, Palm Springs
- BS Studies in Business Finance, University of Phoenix
- California Department of Insurance: P&C and Life/Health
- Real Estate Agent, Realtor, Property Manager, Real Estate Exam Prep Instructor
Summary of Related Qualifications:
- California Department of Insurance: P&C and Life/Health
- California Department of Real Estate
- Insurance Course Instructor and Insurance Course Marketing Agent
- Insurance file clerk, CSR, Agent, Manager, Agency Business Consultant
- Medical Assistant Degree
Professional Experience:
East Lawn - Sierra Hills, 08/04/2021 to 06/30/2022
Family Services Counselor
- Partnered with families to create meaningful celebrations and tributes for their loved ones
- Assisted with daily functions in funeral insurance underwriting, burial, and cremation services
Richard Cowles Insurance Agency - Allstate, 08/24/2020 to 05/12/2021
Licensed Sales Professional
- Solicited new business via telephone, networking, and other lead sources
- Developed quotes, made sales presentations, and closed sales
Beach & O'Neill Insurance Associates, 09/01/2019 to 06/04/2020
Personal Lines Account Manager
- Identified sales opportunities for insurance plans and oversaw a portfolio of clients
- Identified risk management strategies, handled policy renewals, and tracked claims
Farmers Insurance District Office-58 Employed, 10/17/2017-2019
Agency Development Manager
- Oversaw 65 individual Farmers Insurance Agent Owners
- Conducted interviews for new agent candidates and guided them through the licensing process
- Supported agents in achieving growth goals through leadership, coaching, and performance management
K.
J.
Woods Construction, Inc.
/ Woods Family Investments, 03/2016-09/15/2017
Operations Manager (General Engineer, Investor, and General Contractor)
- Managed business operations related to pipeline construction
- Dealt with public works outfits, city finance and government offices, billing, permits, insurance, and real estate matters
- Managed investment properties and handled insurance and real estate-related duties
Hybrid Partners formerly Hybrid Consultant Group, 12/2012-03/2016
Independent Business Owner, Carmichael, CA
- Provided objective advice and expertise to improve clients' personal and health wellness
- Developed, evaluated, and improved various challenges for clients
- Integrated consultants to identify options, provide recommendations, and implement solutions
Mike Russ Financial Training Center, 06/2005-2012 (Periodically throughout)
Real Estate and Insurance Course Instructor/Marketing Agent
- Conducted instruction for real estate and insurance courses to fulfill licensing requirements
- Covered topics such as real estate principles, personal and commercial insurance
References available upon request.
Thank you in advance for your time and consideration.
Sincerely,
Christina Marie
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