Summary
Overview
Work History
Education
Skills
Timeline
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David Peck

Redwood City,CA

Summary

Results-driven Insurance Broker with more than 30 years of business sales and commercial & personal lines insurance expertise. Client-focused intermediary with creative insurance solutions to diverse individual concerns. Meticulous client risk and assessor with detailed understanding of corporate and individual risk management.

Overview

30
30
years of professional experience

Work History

Insurance Broker

Acrisure
08.2023 - Current
  • Provide exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educate clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintaine thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Develop strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
  • Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
  • Collaborat with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.

Owner

Peck & Peck Insurance Brokers
05.1998 - 08.2024
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.

Insurance Broker

Peck & Peck Insurance Brokers
09.1994 - 05.1998
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Calculated quotes and educated potential clients on insurance options.
  • Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
  • Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.

Education

Bachelor of Arts -

California State University, Chico
Chico, CA
06.1993

Skills

  • Program Business
  • Service Station/Garage Specialist
  • Risk Mitigation
  • Client Relations

Timeline

Insurance Broker

Acrisure
08.2023 - Current

Owner

Peck & Peck Insurance Brokers
05.1998 - 08.2024

Insurance Broker

Peck & Peck Insurance Brokers
09.1994 - 05.1998

Bachelor of Arts -

California State University, Chico

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David Peck