CHER RUSSELL
Arroyo Grande,CA
Summary
- Working in a sales positions for over ten years, primarily as an Insurance Agent for major clients. Currently, working as a Wholesaler for LWR Property Holdings, LLC. While loving the work my goals are looking for an opportunity to advance my career in a more challenging position. This is why I was thrilled to hear about this job opening, I have been waiting for a company I want to represent and bring my work experience to. Professional Back Office Executive with excellent interpersonal skills and extensive customer service and sales experience. Team- oriented leader proficient in time-management and improving efficiency. Here is what I will bring to the table; Local Expertise Terrific Communication Expert NegotiatorDetail Oriented Skills Ability to sell and negotiate.
- Ability to convey what people think and feel.
- Ability to keep trying even after failure..
- Ability to break process down into smaller steps.
- Ability to manage time effectively.
- Ability to remain consistent
- Ability to stay positive and optimistic.
- Ability to self-analysis.
- Ability to shut up, listen and learn from others.
- Ability to ask for help.
- Residential and Commercial Insurance Application
- Built and maintained relationships with associates, customers and vendors.
Overview
18
18
years of professional experience
Work History
Licensed Insurance Agent
State Farm
Simi Valley, CA
02.2009 - 07.2023
- Current P&C license
- Knowledge of CA commercial
- Knowledge of insurance industry rules, regulations and legal requirements
- Helping clients make payments, changes to policies, issue certificates of insurance
- Contact renewals to discuss rates, coverage, and discounts, retention specialist to maintain clients
- Contact all non-renewal clients for resolution/options for inspection rejections for resolution
- Experience with word processing software, spreadsheets, office management databases, and company messaging systems, CRM, CX
- Possess strong organization, communication and customer service skills
- Making sure company's records comply with legal regulations
- Apply organization and time management skills when coordinating and responding to inbound telephone and email inquiries
- Review applications, evaluate risk, create quotes, and process new and renewal business.
Transaction coordinator/Buyer's Agent
Realty Executives
Newbury Park, CA
06.2005 - 09.2009
- Analyzed and negotiated PRICE and terms and conditions
- Performed other duties to support goals and objectives of relationship management teams
- Maintained relationships with existing customers to optimize service quality, business growth and customer satisfaction
- Identified business prospects in target markets and developed defined marketing plans to attract new clients
- Attended training sessions on sales skills, product knowledge, technical information, as well as company policies and procedures
- Aggressively generated new business by prospecting, making follow-up calls to customers and contacting referrals
- Drafted, submitted and processed sales contracts for orders received
- Calculated quotes and educated potential clients on insurance options
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations, Send Buyer a list of home inspectors
- Coordinate home inspection with Seller and their Agent
- Check in daily with Buyer's lender
- If being paid for by Buyer, order home warranty, ensure there are no exclusions and submit report to title company
- Send Important Contact information" form to Buyer
- Obtain Appraisal Results
- Confirm with Seller that all repairs have been completed
- Follow up with Seller's agent to get receipts for repairs
- Coordinate final walk-through with title company, Agents and clients
- Notify Seller's Agent when utilities have been reassigned to Buyer Coordinate closing with lender, Title Compony
- Agents and clients
- One week prior to closing
- Notify Buyer to turn on utilities into their name to be scheduled day of closing
- Request preliminary HUD from Title Company one week prior to closing & send to Agent to review
- Request Closing Disclosure from Lender one week prior to close
- Evaluated and negotiated contracts to procure favorable financial terms
- Conducted financial due diligence on potential investments and acquisitions
Accomplishments
- Life and Health #OG70376
- Property and Casualty #OG70376
- Real Estate SalesPerson #01499344
- Referrals -Given upon request
Timeline
Licensed Insurance Agent
State Farm
02.2009 - 07.2023
Transaction coordinator/Buyer's Agent
Realty Executives
06.2005 - 09.2009
High School Diploma -
Apollo High School
Education
High School Diploma -
Apollo High School
06.1994
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