Steven Blum
Summary
Positive, upbeat, and personable, with strong aptitude for understanding client needs and providing tailored insurance solutions. Knowledge of insurance policies and regulations combines with skills in customer relationship management and risk assessment.
Overview
37
37
years of professional experience
Work History
Personal Lines Account Executive
Inszone Insurance Services (Purchased Strachota)
01.2021 - 01.2024
- Participated in ongoing training programs to stay current on industry trends and best practices.
- Developed comprehensive insurance proposals tailored to individual client needs.
- Spearheaded initiatives to improve internal processes and workflows, resulting in increased efficiency within the personal lines account management team.
- Marketed and sold insurance policies directly to clients.
Vice President Personal Lines
Strachota Insurance Agency
01.1999 - 01.2021
- Identified emerging industry trends to inform strategic direction and resource allocation.
- Cultivated high-performing teams by fostering a culture of continuous learning and professional development.
- Marketed and sold Commercial and Personal Lines insurance policies directly to clients.
Insurance Agent
Auto Club of Southern California
01.1994 - 01.1999
- Personal Lines and Automobile Club Membership sales
- Top 10% in Region Sales
Wholesale Marketing Representative
K.D. Excess & Surplus Insurance Brokers
02.1992 - 01.1994
- Direct marketing of Non-Standard Auto Insurance programs to Retail Brokers.
Life Insurance Agent
Cal Farm Insurance
03.1987 - 02.1992
- Life Insurance Sales and Service.
Education
Montgomery High School
Skills
- Policy analysis
- Account servicing
- Managing accounts
- Underwriting principles
Licenses
CA Fire & Casualty, Life & Disability #0813316
Timeline
Personal Lines Account Executive
Inszone Insurance Services (Purchased Strachota)
01.2021 - 01.2024
Vice President Personal Lines
Strachota Insurance Agency
01.1999 - 01.2021
Insurance Agent
Auto Club of Southern California
01.1994 - 01.1999
Wholesale Marketing Representative
K.D. Excess & Surplus Insurance Brokers
02.1992 - 01.1994
Life Insurance Agent
Cal Farm Insurance
03.1987 - 02.1992
Montgomery High School
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