ANDRE’ T. MCDONALD
PALMDALE,USA
Summary
Experienced professional with a proven track record seeking a position in a growth-oriented company. Leveraging expertise and a strong work ethic to consistently surpass established goals. Dedicated to contributing to the organization\'s success. An enthusiastic team player, eager to join a dynamic team and make a positive impact through unwavering dedication and a results-driven approach. Ready to take on new challenges and drive success for the company.
Overview
47
47
years of professional experience
1
1
Certification
Work History
Insurance Agent
Allstate Insurance Agency
04.2013 - Current
- Consult with clients regarding their need of insurance protection through various guidelines, coverages, policies
- Establish insurance quote based on the appropriate need
- Through research and due diligence, identify groups of prospects where proposals of specific insurance coverage can be developed, quoted and submitted to attract and capture new business
- Cold calling
- Marketing to existing insureds through existing policy renewals or age for the purpose of establishing additional needed and important insurance protection not currently provided or previously reviewed
- Maintain a trustworthy and reliable relationship with all customers and prospects
- (Trusted Advisor)
- Handle all inquiries/requests for Home, Auto, Business, Commercial, Life and Financial Services products
- Provide recommendations for existing policies as well as recommendation for any additional policies as needed to best protect the customer's financial assets
- Review, discuss and explain policy coverages and the importance of having such coverage which includes and involves policy retention
- Being available in time of crisis
- Providing certain peace of mind through the benefits of the insurance policy to recover financially when a loss occurs
- Taking charge to the degree where the client is able to continue regular daily activities without lifestyle interruption
- Mitigate financial loss
- Direct and/or set up initial claim details
- Review claim process and procedural expectations
- Coordinate 3rd party companies, inspections, bids, repairs, rental cars, etc
- Follow with customer during and after the claim process has been finalized
- Opportunity to review/resolve any coverage shortfalls and/or unforeseen issues during the claim process
- Completely oversee the office day to day operation
- Ensure proper workflow procedures
- Set up and establish education and training schedules for all office employees
- Follow up as needed for license renewal and continuation education requirements
Insurance Agent
State Farm Insurance Agency
06.1985 - 04.2013
New account Counselor
California Federal Saving Bank
09.1981 - 06.1985
Aircraft Engine Maintenance
US AIR FORCE
07.1978 - 11.1981
Education
Graduate -
John C. Fremont High School
06.1978
Training Courses/California State Licenses -
Fire & Casualty, Life, Health, Disability
Under Graduate -
El Camino College
06.1983
Skills
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer service
- Customer follow-up
- Client relations
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 5 staff members.
Certification
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
- Flood Insurance Certification – Federal Emergency Management Agency (FEMA).
- Licensed Insurance Agent/Broker - CA Department of Insurance.
- Property and Casualty License - CA Department of Insurance.
- Life and Health Insurance License - CA Department of Insurance.
Timeline
Insurance Agent
Allstate Insurance Agency
04.2013 - Current
Insurance Agent
State Farm Insurance Agency
06.1985 - 04.2013
New account Counselor
California Federal Saving Bank
09.1981 - 06.1985
Aircraft Engine Maintenance
US AIR FORCE
07.1978 - 11.1981
Training Courses/California State Licenses -
Fire & Casualty, Life, Health, Disability
Under Graduate -
El Camino College
Graduate -
John C. Fremont High School
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