David Carlinhos

• Successfully managed the sales, customer service and office administration of this insurance brokerage firm from start up to an eventual 5 million dollar book of business.
• Managed the life & disability insurance sales of individual brokers as a liaison between them and the insurance carriers to provide sales support, quotes, underwriting support, and licensing and appointment support to all brokers.
• Responsible for all new business quoting and assisting clients through the underwriting process from application to policy issue as well as any policy service required throughout coverage.
• Actively recruited brokers which successfully placed business through the firm
• Assisted in the creation and implementation of targeted marketing initiatives through mailings and seminars to drive and grow sales.
• Securely maintained sensitive client information while ensuring the firm satisfied all regulatory compliance

• Retail banking specialist providing financial solutions to include deposit; loan; mortgage; & investment services
• Executed market sales and service strategies
• Worked directly with financial center team members and regional management to ensure book of business growth
• Combined consultative sales approach and financial expertise to create value added solutions for clients

Professional Accomplishments

• Achieved regional award of Financial Center of the Month for 9 of 12 months in 2007
• Increased business development by growing the Financial Center’s book of business from 70 million to 100 million in 2007
• Consistently exceeded sales goals immediately upon completion of training
• Selected by regional director to be a Mentor Support Representative mentoring new hire specialists in my region

• Executed the sale of life & health insurance; annuities; disability & long term care insurance products to clients

• Provided Litigation Paralegal services for a Property & Casualty Insurance defense firm