Carl Sanders
Long Beach,CA
Summary
Knowledgeable Insurance Representative promoting more than 20 years' expertise successfully working for organizations in the Los Angeles High Value and Standard Insurance market. Courteous and cordial with a desire to take on challenges at a new company.
Overview
20
20
years of professional experience
Work History
Personal Lines Insurance Account Manager
Jules Berlin Agency
Beverly Hills, California
05.2020 - Current
- Managed over 375 High Value Personal Lines Clients renewals each year.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Performed administrative tasks such as preparing invoices, updating agency management systems , keeping accurate records.
- Negotiated with underwriters to secure favorable terms on behalf of clients.
- Processed claims in a timely manner according to company procedures.
- Built relationships with external parties, such as carriers, vendors, escrow officers and adjustors.
- Utilized industry software tools such as Agency Management programs, carrier websites and quoting systems.
Personal Lines Private Client Account Executive
Millennium Corporate Solutions
Irvine
08.2019 - 05.2020
- Maintained records and processed of all customer interactions using the AMS360 Agency Management system.
- Contacted underwriters and submitted forms to obtain coverage.
- Developed appropriate quotes based on risk information.
- Managed customer relationships through regular communication and follow-up activities.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Assisted in the preparation of client proposals and presentations.
Personal Lines Account Manager/Sales Associate
The Liberty Company
Irvine
08.2018 - 08.2019
- Ensured all paperwork was completed accurately and submitted within required timelines.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Assisted clients in understanding their coverage options, including deductibles, limits, exclusions, and endorsements.
- Developed and maintained relationships with clients to ensure their insurance needs were met.
- Offered policy guidance and management to promote asset protection.
- Upsold products to policyholders and potential new clients.
- Contacted underwriters and submitted forms to obtain coverage.
- Prepared renewal documents for existing customers in a timely manner.
Personal Lines Account Manager
Hub International-Encino
Westchester
08.2014 - 08.2018
- Counseled prospects and policyholders on coverage, limits and regulations.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Tracked renewal dates for all personal lines accounts and provided timely reminders to customers prior to expiration date.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Conducted periodic reviews of existing policies to determine if coverage should be modified or renewed.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Ensured compliance with state laws regarding personal lines accounts.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Completed day-to-day duties accurately and efficiently.
Commercial Lines Account Specialist/Sales
Behrooz Meimand Insurance Services
W. Los Angeles
08.2012 - 06.2014
- Commercial Insurance clients specialist; Lessors Risks,Gas Station,Garage Keepers Liability.
- Managed all incoming requests for new commercial lines policies for the Irvine Office.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Maintained up-to-date knowledge of industry trends and regulations.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Reviewed policy documents for accuracy prior to issuing them to clients.
- Identified opportunities for cross-selling additional products or services.
- Utilized industry software tools such as rating engines and quoting systems.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Explained coverage options to potential policyholders, answering questions or concerns.
Personal Lines and Commercial Insurance Sales
EZ Center Insurance: Property and Casualty Insurance Broker
Santa Monica/Hollywood
11.2007 - 08.2012
- Ensured all paperwork was completed accurately and submitted within required timelines.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Developed and maintained relationships with clients to ensure their insurance needs were met.
- Upsold products to policyholders and potential new clients.
- Explained complex insurance terms in simple language that was easy for customers to understand.
- Exceeded company sales goals for new policies.
- Created proposals for new clients outlining the benefits of different types of personal and commercial lines insurance policies.
- Sought out new clients and developed clientele by networking to find new customers.
Education
Education Major -
Alabama State University
01.1994
Skills
- Applied Epic
- AMS360
- Personal Lines High Network Worth Insurance Underwriting (AIG, Nationwide Private Client, PURE, Cincinnati, Chubb)
- Select/Standard Personal Lines Underwriting; (Mercury, Safeco, Travelers, Nationwide, Allied, Progressive, ETC)
- Non-Standard Personal Lines Underwriting; (Mercury, Safeco, Travelers, Nationwide, Allied, Progressive, ETC)
- CA Fair Plan Underwriting
- Quoting and Rating programs (FSC, PL Rater, Applied, Epic Rater, Etc)
- Policy Analysis
- Account Retention
- Claims Management
- Bookkeeping & Accounting Support
- Account Management
- Client Development
- Policyholder Communication
- Customer Engagement
- Client Prospecting
- Sales Reporting
- Policy Sal
- Microsoft Office (Word, Excel, Teams, Etc)
- Multitasking
- Collaboration
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Even if you are on the right track, you’ll get run over if you just sit there.
Will Rodgers
Timeline
Personal Lines Insurance Account Manager
Jules Berlin Agency
05.2020 - Current
Personal Lines Private Client Account Executive
Millennium Corporate Solutions
08.2019 - 05.2020
Personal Lines Account Manager/Sales Associate
The Liberty Company
08.2018 - 08.2019
Personal Lines Account Manager
Hub International-Encino
08.2014 - 08.2018
Commercial Lines Account Specialist/Sales
Behrooz Meimand Insurance Services
08.2012 - 06.2014
Personal Lines and Commercial Insurance Sales
EZ Center Insurance: Property and Casualty Insurance Broker
11.2007 - 08.2012
Education Major -
Alabama State University
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