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Managing partner Resume Example

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MANAGING PARTNER
Commercial Insurance Producer

Secure a Sales and Marketing position in the Insurance industry with a focus on medium to large commercial property and casualty accounts. Use my knowledge and experience in sales to produce, service, and manage a book of business built through cold calling, personal visits to client locations, networking and referrals.


Skill Highlights
  • Negotiations expert
  • Client account management
  • Self-motivated
  • Customer-oriented
  • Business negotiation
  • Excellent communication skills
  • Goal-oriented
  • Marketing
Core Accomplishments

Qualified for both Regional and National Sales Leadership Conference in 1984 and 1985 reserved for the top 1% of Wausau Insurance Company producers.


Produced and serviced the Largest commercial Electrical Contractor in the United States while employed at Foster Insurance Services in 1987.During the same year produced the largest commercial Roofer in the state of Texas. Both accounts were the largest accounts ever written in the agencies history In 1990, participated in the merger Of Foster Insurance Services and Bowen, Miclette, and Descant.


While employed at HRH in 1993, I produced over $2,000,000 in commercial business with The Hartford, qualifying HRH to become a preferred agent.


Named producer of the month on several occasions while employed at Foster Insurance and Bowen, Miclette, and Britt.

Professional Experience
Managing partner 06/2011 to 08/2015 Phedmaco LLC Dallas, Texas
  • Louisiana based diversified partnership that specializes in private equity, real estate acquisition, sale and development.
  • Serve as a voting partner in the development and design of the partnership's strategic plan and vision.
  • Responsible for negotiations and the development and maintenance of the partnership's risk management program.
  • Maintain and foster the strategic alliances of the partnership.
  • participated in the negotiation and sale of land sales to companies including sales to Sonic, Wall Mart, and Caddo Parish.
Commercial Lines Producer 05/2008 to 06/2011 Associated Insurance Advisors Of Dallas Dallas, Texas
  • Focus on providing Bid Bonds, Performance Bonds and Business Insurance to new and existing clients.
  • Major focus on Commercial and Industrial contractors engaged in utility, electrical, plumbing and a/c and heating work.
  • Obtain Insurance programs through the use of negotiation skills with major insurance companies.
  • Recommend amount and type of coverage based on analysis of prospect's needs and circumstances.
  • Weatherford International Dallas Texas.
08/2006 to 04/2008 Business Development Artificial Lift Systems
  • Traveled throughout the state of Texas to call on current and prospective Oil and Gas Clients. Led Dallas Office In Pumping units, sucker rods, and tri-plex pumps in 2007 and 2008.
  • Prospects and clients generated by weekly phone calls, breakfast and luncheon meetings with selected oil and gas drilling and production companies located in the North Texas.
  • A significant number of the companies are located in the Dallas Ft Worth area.
  • Normally, breakfast meetings were scheduled at 6:30 AM till 8:00 AM every day of the week.
  • It provided an excellent opportunity to meet engineers and purchasing staff.
  • Prepared and presented proposals containing pricing, credit terms, and estimated equipment availability.
  • Prepared sales contracts for orders obtained.
  • Responsible for monthly business transaction, expense, and revenue projection reports.
  • Coordinated and occasionally assisted field technicians on location with equipment installation.
Commercial Insurance Producer 07/2001 to 08/2006 Bowen, Miclette, & Britt Houston, Texas
  • Concentrated on new and existing Property and Casualty clients.
  • Provided products designed to not only protect business interest, but satisfy any contractual obligations required from a third party.
  • Produced, serviced account premiums in excess of $4,000,000.
Vice President 05/1997 to 07/2001 Associated Insurance Advisors Of Dallas Richardson, Texas
  • Produced, managed and maintained a $3,000,000 book of business consisting of construction accounts located in Dallas, Houston, and Austin.
Vice President 08/1993 to 05/1997 Hilb, Rogal & Hamilton Dallas, Texas
  • Produced and maintained middle market construction accounts in Houston, Dallas, and Austin.
  • Generated a book of business in excess of $4,000,000.
Commercial Insurance Producer 06/1986 to 07/1993 Foster Insurance Services Houston, Texas
  • Produced 2,000,000 in new premiums in the first 15months of employment.
  • Established sound relationship with company underwriters thru the process of marketing new and existing business.
  • Produced and serviced the largest Electrical contractor in the United States.
  • Awarded t Top Commercial producer in 1987 and 1988.
Commercial Insurance Producer 06/1982 to 06/1986 Wausau Insurance Companies Houston, Texas
  • Spent first 18 months in training and study to obtain Insurance License.
  • Worked closely with sales manager in establishing new business.
  • Nationally ranked in the top 2% of all Wausau Sales Reps in 1983.
  • Qualified to attend Wausau's Regional Leadership Conference in 1984 and 1985
  • Qualified to attend Wausau's National Leadership Conference in 1984, and 1985.
05/1981 to 05/1982 Geosource Casper Wyoming Regional Sales Drilling Equip
  • Sold Solids control equipment to oilfield supply houses in 5 Rocky Mountain States including Montana, North Dakota, Wyoming, Colorado, and Utah.
  • Drilling supplies and equipment included standard and high pressure swivel joints, solids control equipment and geolograph recording equipment.
  • A typical monthly schedule consisted of 75% travel and 25% office responsibilities in the Casper office.
Field Sales Oil field Drill Bits 06/1980 to 05/1981 Smith Tool Company Worland, Wyoming
  • Provided Drill bits to active drilling rigs in the Big Horn Basin, located in Northwest Wyoming.
  • Serviced and maintained an average of 25-30 active rigs at any given time.
  • Developed excellent working relationships with Drilling and Petroleum Company personnel.
Intern 05/1979 to 08/1979 Marathon Oil Company Pumper and Well Testing Elnora, Indiana
Intern 05/1978 to 08/1978 Marathon Oil Company Robinson, Illinois
Intern Production Roustabout 05/1977 to 08/1977 Marathon Oil Company Bridgeport, Illinois
Supervisor 05/1976 to 08/1976 Harris Trucking Well Site Construction Teledyne Movable Offshore Gulf Of Mexico Cody, Wyoming
05/1975 to 08/1975 AMC Drilling Company Cody Wyoming
01/1975 to 05/1975 Manning Drilling Company Cody Wyoming
Roughneck 05/1974 to 11/1974 Signal Drilling Company Cody Wyoming
  • Roughneck - Floor Hand Jan thru May 1974.
Education
BS: Political Science 1980 University Of Wyoming Laramie, Wyoming, USA

Political Science
Skills
Build Your Own Now

Resume Overview

Companies Worked For:

  • Phedmaco LLC
  • Associated Insurance Advisors Of Dallas
  • Business Development Artificial Lift Systems
  • Bowen, Miclette, & Britt
  • Hilb, Rogal & Hamilton
  • Foster Insurance Services
  • Wausau Insurance Companies
  • Geosource Casper Wyoming Regional Sales Drilling Equip
  • Smith Tool Company
  • Marathon Oil Company Pumper and Well Testing
  • Marathon Oil Company
  • Harris Trucking Well Site Construction Teledyne Movable Offshore Gulf Of Mexico
  • AMC Drilling Company Cody Wyoming
  • Manning Drilling Company Cody Wyoming
  • Signal Drilling Company Cody Wyoming

School Attended

  • University Of Wyoming

Job Titles Held:

  • Managing partner
  • Commercial Lines Producer
  • Commercial Insurance Producer
  • Vice President
  • Field Sales Oil field Drill Bits
  • Intern
  • Intern Production Roustabout
  • Supervisor
  • Roughneck

Degrees

  • BS : Political Science 1980

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