Dave Israel
Elk Grove,CA
Summary
Highly motivated professional with 35 years of entrepreneurial and management experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals.
Overview
1
1
Certification
Work History
Insurance Agency Owner
Farmers Insurance Company
Elk Grove, CA
09/01/89 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Advised customers on the best ways to minimize risks associated with their assets.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Scheduled meetings with prospective clients to discuss available products and services.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Responded to customer inquiries and problems to promote great service.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Researched insurance plans to find good options for clients' needs.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Prepared proposals and conducted closing interviews to sell insurance products.
- Developed fact-finding interviews to determine need for coverage.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Interviewed prospective clients to obtain data about financial resources and needs.
Assistant Football Coach
South Lake Tahoe High School
South Lake Tahoe , CA
06/01/90 - 06/01/95
- Organized and supervised football practice sessions.
- Assisted in the development of weekly game plans for opponents.
- Provided guidance to players on team rules, regulations, and policies.
- Developed strategies for individual players to improve their performance.
- Instructed players in proper technique and fundamentals of football.
- Analyzed video footage of practices and games to identify areas needing improvement.
- Evaluated player performances during games and practices.
- Created scouting reports on upcoming opponents' strengths and weaknesses.
- Attended coaching staff meetings to discuss game strategy and personnel decisions.
- Planned and executed pre-game warm-ups for team members.
- Maintained accurate records of team statistics, attendance, injuries.
- Facilitated positive relationships between coaches and players.
- Communicated effectively with parents and guardians about player safety protocols.
- Implemented effective discipline when needed among players or staff members.
- Assessed player abilities and assigned positions according to individual strengths.
- Developed game plans and adjusted according to various game situations.
- Developed training and exercise programs to meet individual requirements and team play strategies.
- Adjusted coaching techniques to meet athlete needs and address strengths and weaknesses.
- Trained athletes in proper use of equipment for safety and maximum results.
- Conducted exercising drills to improve flexibility, stamina and strength of each player.
Assistant Football Coach
Chico State University
Chico, CA
05/01/85 - 05/01/89
- Organized and supervised football practice sessions.
- Assisted in the development of weekly game plans for opponents.
- Provided guidance to players on team rules, regulations, and policies.
- Developed strategies for individual players to improve their performance.
- Instructed players in proper technique and fundamentals of football.
- Analyzed video footage of practices and games to identify areas needing improvement.
- Evaluated player performances during games and practices.
- Created scouting reports on upcoming opponents' strengths and weaknesses.
- Attended coaching staff meetings to discuss game strategy and personnel decisions.
- Planned and executed pre-game warm-ups for team members.
- Supervised the academic progress of student athletes.
- Motivated athletes to reach peak performance levels.
- Facilitated positive relationships between coaches and players.
- Recruited new talent from local high schools or junior colleges.
- Encouraged team members to become stronger, more agile athletes and more successful competitors through focus, effective training and proper nutrition.
- Developed training and exercise programs to meet individual requirements and team play strategies.
- Recruited student-athletes of highest caliber to elevate overall team performance.
- Educated athletes in rules, strategies, sportsmanship and performance principles.
- Suggested exercise modifications to individual athletes to avoid strain and injury.
- Conducted exercising drills to improve flexibility, stamina and strength of each player.
Construction Worker
Security Owners
Martinez, CA
01/01/80 - 06/01/85
- Installed formwork for concrete structures according to specifications.
- Assisted in the preparation of construction sites by clearing debris, leveling ground and erecting scaffolding.
- Performed various carpentry tasks such as constructing walls, installing doors, windows and siding.
- Lifted heavy objects into place with cranes or hoists.
- Transported materials from one site location to another using trucks or trailers.
- Utilized power tools such as saws, drills and sanders when necessary on projects.
- Measured distances accurately using tape measures or laser measuring devices.
- Cleaned job sites daily removing debris, dirt and hazardous materials safely.
- Maintained clean, safe working environment by removing debris from job site prior to shift completion.
- Completed general carpentry, electrical, mechanical, HVAC and plumbing installations and repairs.
- Used picks and shovels to dig, spread and level dirt and gravel.
- Used wheelbarrow to move debris and material to designated areas on jobsite.
- Loaded materials and tools into vehicles and unloaded upon arrival at jobsites.
Education
Bachelor of Arts - Education
Chico State University
Chico, CA06-1989
Skills
- Claims Management
- Industry Trends
- Staff Development
- Policy analysis
- Employee Training
- Business Development
- Customer Service
- Employee Development
- Business Administration
- Business Planning
- Sales oversight
- Staff Management
- Organizational Development
- Cost analysis and savings
- Negotiation
- Staffing oversight
- Negotiation and Persuasion
- Driven and Determined
- Task Delegation
- Relationship Building
- Sales strategics
- Customer Relations
- New Business Development
- Staff hiring
- Coaching and Mentoring
Affiliations
- Excercising
- Golf
- Family time
Certification
- Property & Casulaty License California & Texas
- Life License
References
References available upon request.
Timeline
Insurance Agency Owner
Farmers Insurance Company
09/01/89 - Current
Assistant Football Coach
South Lake Tahoe High School
06/01/90 - 06/01/95
Assistant Football Coach
Chico State University
05/01/85 - 05/01/89
Construction Worker
Security Owners
01/01/80 - 06/01/85
Bachelor of Arts - Education
Chico State University