Edward Duke
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building trust relationships with clients, brokers and other stakeholders while delivering outstanding customer service. 30 years of experience as a persuasive communicator with personable style driving results.
Overview
30
30
years of professional experience
Work History
Property & Casualty/Life & Health Insurance Exams
License No: 21048288
09.2023 - 02.2024
- Passed Arizona Property & Casualty Insurance Exam.
- Passed Arizona Life & Health Insurance Exam.
- Ability to handle all customer relations issues, enabling quick resolution, and client satisfaction through product training.
- Ready to meet with clients, delivering excellent presentations, and educating on product and service features and offerings throughout the Insurance arena.
Business IRS Tax Refund Sales
ERCOnly
04.2023 - 10.2023
- Followed up on denied and unpaid claims to resolve problems and obtain payments.
- Managed a high volume of refund cases, prioritizing workload to meet deadlines and maintain customer satisfaction.
- Contributed to a positive work environment by actively participating in team meetings and collaborating effectively with colleagues.
- Maintained accurate records of all refund transactions, ensuring compliance with company policies and procedures.
- Reduced errors in refund processing by implementing a system for tracking and verifying documentation related to each case.
- Provided exceptional customer service by addressing concerns, answering questions, and offering solutions regarding refund issues.
- Adhered strictly to confidentiality guidelines when dealing with sensitive customer information during the refunds process.
- Used data entry skills to accurately document and input statements.
Production
PXG Parsons Extreme Golf
04.2021 - 04.2022
- Enhanced overseeing numerous aspects of the pre-production, production, and post-production processes for the building of high end custom golf products.
- Optimized production scheduling to lower production costs.
- Facilitated smooth transitions between pre-production, production, and post-production phases of projects.
- Reported production malfunctions to managers and production supervisors.
Entrepreneur Owner
Quilts On Route 66 & Scottsdale Quilts
10.2011 - 03.2021
- Built strong brand recognition and customer loyalty by delivering high-quality products and services consistently in the quilting arena.
- Improved customer satisfaction with exceptional project management skills and timely delivery of products and services.
- Launched new product lines successfully through comprehensive planning, strategy and research.
- Created & launched websites for both locations gaining invaluable retail statistics for both in-store & online business growth.
- Determined business plan, mission statement, and vision.
- Managed financial aspects of the business including budgeting, forecasting, cash flow management, and financial.
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
- Mapped income generating strategies to grow revenue.
- Built business to 102,000 online registered customers by implementing effective marketing and customer engagement plans.
- Enhanced online presence with well-designed websites, engaging social media content, and targeted digital advertising campaigns.
- Assisted in recruiting, hiring and training of team members.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
Compliance Branch Manager Securities Investments
Portfolio Strategies
05.2004 - 05.2010
- Compliance manager for all branch Securities Investment trades fueling expansion within 15 months with Channel Development.
- Client Net Worth Relationship Management.
- Strong partnerships with Mutual Fund Companies.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation with field support.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
- Complied with regulatory guidelines and requirements.
- Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
- Developed strategic plans for day-to-day financial operations.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
Provincial Director & Lead Trading Officer
Ten Star Financial
03.2003 - 05.2004
- Sales Driven & tripled branch assets within one year while managing a large sales staff.
- Managed personal book of 20 million dollars for Clients.
- Spearheaded compliance training with roll-out companywide of disciplinary standards.
- Accurate account management for Securities Regulatory audit.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Worked closely with organizational leadership and board of directors to guide operational strategy. Completed Partners & Directors Exam.
- Formed strategic partnerships and connected with potential clients to drive business development.
- Leveraged professional networks and industry knowledge to strengthen client relationships.
- Leveraged data analytics insights for informed decision-making in critical areas such as sales forecasting, budgeting, or personnel management.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Monitored office workflow and administrative processes to optimize operations running smoothly.
Financial Planner Advisor
RG Millennium Assante Financial
06.1994 - 03.2002
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Leveraged advanced analytical tools to evaluate potential investments and construct diversified portfolios for clients.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Educated clients on various investment products and tax-saving strategies, empowering informed decision making.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Participated in networking events to expand professional connections and attract new clientele.
- Implemented innovative marketing strategies to increase visibility within the local community and generate leads.
- Delivered informative presentations at seminars, educating prospective clients on personal finance topics such as retirement planning or wealth management strategies.
- Advised clients on investments, retirement and estate planning.
Education
Bachelor of Arts - Business Economics/History Double Major
University of Manitoba
Winnipeg, MB. Canada05.1983
Skills
- Arizona Licensed Insurance Agent
- Business Development and Planning
- Lead Identification and Generation
- Contract Negotiations
- Customer Portfolio Management
- CRM Software Database
Timeline
Property & Casualty/Life & Health Insurance Exams
License No: 21048288
09.2023 - 02.2024
Business IRS Tax Refund Sales
ERCOnly
04.2023 - 10.2023
Production
PXG Parsons Extreme Golf
04.2021 - 04.2022
Entrepreneur Owner
Quilts On Route 66 & Scottsdale Quilts
10.2011 - 03.2021
Compliance Branch Manager Securities Investments
Portfolio Strategies
05.2004 - 05.2010
Provincial Director & Lead Trading Officer
Ten Star Financial
03.2003 - 05.2004
Financial Planner Advisor
RG Millennium Assante Financial
06.1994 - 03.2002
Bachelor of Arts - Business Economics/History Double Major
University of Manitoba
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