Erin N. Mays-Perlowski
Private Client Insurance Account Executive
Los Angeles,IA
Summary
Licensed insurance professional with extensive experience in sales, prospecting and lead generation. Seeking a personal lines consultancy service opportunity in Insurance and Financial sales, leading to client service and sales management. Pursuing a role to utilize written, verbal, and exceptional interpersonal skills with special focus on client service and account organization.
Overview
21
21
years of professional experience
Work History
Licensed Sales Representative
STATE FARM INSURANCE
Reseda, CA
10.2004 - 02.2010
- Responsible for handling over 1,000 in-book policies
- Assigned leadership roles and responsibilities as office manager
- Led the office in sales and production from May 2006 through Feb 2010
Senior Administrative Assistant, Financial Aid Assistant
CALIFORNIA HEALING ARTS COLLEGE
West Los Angeles
01.2012 - 11.2013
- Responsible for collecting, recording, maintaining and reporting of student records within FERPA guidelines, e.g., transcripts, ACCSC audits and other associated audits
- Assist the Head of Financial Aid with new and current student records.
Financial Professional Associate
PRUDENTIAL INSURANCE CO. OF AMERICA
El Segundo, CA
04.2013 - 06.2014
- Responsible for establishing and growing my Insurance and Financial practice through the sales and servicing of Prudential Insurance & Financial Products.
- Met with prospective customers and business owners in their homes, businesses and other settings.
- Closed an average of 2 new Securities Product sales per week.
- Acquired my Series 6 and 63 Licenses
Insurance and Financial Representative
PANICHELLE FINANCIAL GROUP, LLC; NATIONWIDE INSURANCE AND FINANCIAL SERVICES
Murrysville, PA
12.2014 - 05.2015
- Manage book of business across personal lines, which includes direct service for current clients, as well as seeking and securing in new business opportunities
- Identified and solicited sales prospects in agency databases.
- Closed an average of 5 new sales per week.
Senior Personal Lines Consultant
HENDERSON BROTHERS, INC.
Pittsburgh, PA
05.2015 - 08.2016
- Work closely with my private book of high net worth clients, as well as loss control experts and insurance carrier networks to develop and enhance long-term risk management strategies.
- Maintained an average growth in my Book of Business over the course of my employment.
- Received accolades from my employer for numerous positive reviews and compliments from my clients.
Education
None - Architecture and Design
Community College of Allegheny County
High School Diploma - undefined
Greater Works Academy
2001
Skills
- Property and Casualty insurance Licensed
- Life and Health Insurance Licensed
- Series 6 and 63 Licensed
- Investment products
- Client acquisition expert
- Award-winning sales professional
- Results Oriented
- Policy coverage expert
Computer Skills
- Proficient in Microsoft Word, Excel, PowerPoint, Outlook and Windows
Timeline
Senior Personal Lines Consultant
HENDERSON BROTHERS, INC.
05.2015 - 08.2016
Insurance and Financial Representative
PANICHELLE FINANCIAL GROUP, LLC; NATIONWIDE INSURANCE AND FINANCIAL SERVICES
12.2014 - 05.2015
Financial Professional Associate
PRUDENTIAL INSURANCE CO. OF AMERICA
04.2013 - 06.2014
Senior Administrative Assistant, Financial Aid Assistant
CALIFORNIA HEALING ARTS COLLEGE
01.2012 - 11.2013
Licensed Sales Representative
STATE FARM INSURANCE
10.2004 - 02.2010
None - Architecture and Design
Community College of Allegheny County
High School Diploma - undefined
Greater Works Academy
Similar Profiles
ANTHONY J. GRIFFITHANTHONY J. GRIFFITH
Insurance Producer at State Farm Insurance, Alleyne Insurance and Financial ServicesInsurance Producer at State Farm Insurance, Alleyne Insurance and Financial Services
Tyler StaronTyler Staron
Data Analyst at State Farm InsuranceData Analyst at State Farm Insurance
Kawaski CantyKawaski Canty
Auto Initial Loss Reporting (ILR) Licensed Adjuster at State Farm InsuranceAuto Initial Loss Reporting (ILR) Licensed Adjuster at State Farm Insurance
KATRINA AMOSKATRINA AMOS
Agent Team Member at State Farm InsuranceAgent Team Member at State Farm Insurance
Eutel WallaceEutel Wallace
Host/Producer at NTWRK/ComplexHost/Producer at NTWRK/Complex