Summary
Overview
Work History
Education
Skills
Timeline
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Eric Wulff

Placentia,California

Summary

Accomplished Agency Producer and Estimator/Glazier with a proven track record at Roy Redman Agency and Interior Glass Specialties. Excelled in client relations and strategic decision-making, enhancing client retention and satisfaction. Skilled in policy knowledge and operational planning, significantly boosting efficiency and revenue through innovative solutions and personalized service.

Overview

26
26
years of professional experience

Work History

Agency Producer

Roy Redman Agency
03.2020 - 01.2024
  • Generated quotes and proposals for clients to match individual needs.
  • Researched providers and compared coverage and premiums to deliver best possible packages to clients.
  • Increased customer satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Built strong relationships with clients through attentive service and prompt responses to inquiries.
  • Assisted clients during claim processes, guiding them through each step and advocating on their behalf when necessary.
  • Streamlined policy applications for quicker approval times, resulting in higher customer retention rates.
  • Developed a comprehensive understanding of personal lines insurance products, enabling accurate policy recommendations for diverse clientele.
  • Improved overall agency efficiency by contributing to the development of internal procedures and guidelines for daily operations.
  • Conducted thorough reviews of client policies, identifying gaps in coverage and recommending appropriate adjustments.
  • Boosted company revenue by cross-selling additional insurance products and services to existing clients.
  • Collected premiums on or before effective date of coverage.
  • Finalized sales and collected necessary deposits.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Calculated premiums and established payment methods for sales.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.


Estimator/Glazier

Interior Glass Specialties
10.2005 - 02.2020
  • Used specialized software to create estimates quickly and accurately and make estimates easily understandable and shareable.
  • Established a reputation for delivering reliable and accurate estimates, resulting in increased client trust and repeat business opportunities.
  • Calculated labor hours accurately based on trade-specific productivity rates, leading to more realistic project timelines and work plans.
  • Prepared material orders to complete projects on time and within budget.
  • Gathered data on materials, labor and equipment costs to determine total costs of projects.
  • Constructed and installed metal sashes and moldings for glass installation using aluminum or steel framing.
  • Measured client sites to generate estimates for supplies and expenses necessary for installations.
  • Improved customer satisfaction with timely installations of glass windows, doors, and mirrors.
  • Fabricated and installed required hardware and moldings for glass installations.
  • Completed fabrication and installation of storefront areas and aluminum-framed entrances.
  • Contributed to successful project completions by executing detailed measurements and preparing accurate cost estimates.

Glazier

Placentia Glass & Screen
Placentia, CA
08.1997 - 09.2005
  • Constructed and installed metal sashes and moldings for glass installation using aluminum or steel framing.
  • Conducted precise glass cutting for custom projects, ensuring accurate fit and client expectations were met.
  • Prepped glass for cutting by applying oil to cutting lines, smoothing cut edges through polishing and grinding.
  • Secured glass panes into frames and sashes using clips, points or moldings, adding weather seals or putty around pane edges to seal joints.
  • Fabricated and installed required hardware and moldings for glass installations.
  • Repaired and installed mirrors, table tops, and mirrored wardrobe doors.
  • Completed fabrication and installation of storefront areas and aluminum-framed entrances.
  • Completed complex glazing projects within tight deadlines while maintaining high-quality standards.

Education

High School Diploma -

El Dorado High School
Placentia, CA
06.1984

Skills

  • Licensed Insurance Agent
  • Customer Service
  • Quotes and sales
  • Customer follow-up
  • Client Relations
  • Auto insurance
  • Policy Knowledge
  • Client Retention
  • New Client Acquisition
  • Policy writing
  • Policy Renewals
  • Property insurance
  • Leads Prospecting
  • Client Prospecting
  • Insurance Policy Sales
  • Billing Procedures

Timeline

Agency Producer

Roy Redman Agency
03.2020 - 01.2024

Estimator/Glazier

Interior Glass Specialties
10.2005 - 02.2020

Glazier

Placentia Glass & Screen
08.1997 - 09.2005

High School Diploma -

El Dorado High School

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Eric Wulff