Steven Kaplowitz
Mount Dora
Summary
Dynamic Account Executive with over 25 years of experience in the insurance industry. Expertise in written and verbal communication, customer service, and a deep understanding of economics and financial markets. Aiming to leverage skills to enhance client satisfaction and drive team performance.
Overview
46
46
years of professional experience
1
1
Certification
Work History
Account Executive -President
SK Associates Insurance Inc- Self
Mount Dora, FL
01.1995 - Current
- Market, sell and service insurance clients with a main focus in Medicare and group health insurances, the majority of which is done via the phone.
- Work with multiple established insurance carriers.
- Build a downline team of sales professionals. Actively, mentor, teach & instruct.
- Conduct marketing & educational events in person.
- Have established a large book of business, generating substantial residual income.
Owner-Partner
Kapmoore Associates
Forty Fort, PA
01.1983 - 06.2000
- Founded multi-line insurance agency. P &C, life & DI
- Cultivated strong client relationships, improving service delivery and client retention rates.
- Implemented process improvements that streamlined workflows and enhanced operational efficiency.
- Actively continued education & learning. Completed CPCU September 1994 in 2 1/2 years
- Sold agency in structured buyout finalized in June 2000
Insurance Sales Agent
Metropolitan Life Insurance
Nanticoke, PA
12.1980 - 04.1983
- Passed life & P&C licensing December 1980
- Sought out new clients and developed client relationships through networking, direct referrals, and cold calling.
- Was awarded prestigious Leader's Conference in first year. Was also the leading producer of the sales office
- Resigned to start Kapmoore Associates
Education
Bachelor of Science - Finance
King's College
Wilkes-Barre PA05-2002
Bachelor of Science - Property & Casualty Insurance
American Institute For Charter Property Casualty Underwriter
United States09-1994
Skills
- Account management
- Client relationship building
- Financial market knowledge
- Relationship management
- Financial analysis
- Communication skills
- Superior phone skills
- Market analysis
- Investment strategy
Certification
CPCU
Languages
Spanish
Professional Working
Timeline
Account Executive -President
SK Associates Insurance Inc- Self
01.1995 - Current
Owner-Partner
Kapmoore Associates
01.1983 - 06.2000
Insurance Sales Agent
Metropolitan Life Insurance
12.1980 - 04.1983
Bachelor of Science - Finance
King's College
Bachelor of Science - Property & Casualty Insurance
American Institute For Charter Property Casualty Underwriter