Sie sind auf Seite 1von 1

DANIEL M THOMPSON

2007 E Fielding Hill Lane, Draper, UT 84020 (801) 493-9608 tinleysdad@icloud.com

OBJECTIVE
I am eager to work for a leading organization, utilizing my extensive knowledge and experience in working with clients, to accomplish my ambition of succeeding as an integral part of the company.

PROFESSIONAL EXPERIENCE State Farm Insurance (Shaun C. Speechly Agency) Office Manager
! ! ! ! ! ! ! ! !

October 2007 - Present September 2005 January 2007

Direct and coordinate activities of branch office Currently hold licenses in Property & Casualty, Health, and Life insurance Strong, customer focused, sales and service experience with insurance and banking products Ability to establish, develop, and retain solid client relationships over the phone and on occasion in person Became subject matter expert on proprietary processing systems Train workers in performing activities, such as selling insurance, processing insurance claims, and underwriting Review activity reports to ensure that personnel have processed claims promptly and credited collections to policyholders' accounts Interpret, implement, and enforce company policies Prepare and submit activity reports

Impact Net Worth Sales Associate January 2007 October 2007 ! Gather detailed reports from the clients to determine their income, expenses, risk tolerance, insurance coverage, tax status and their financial objectives ! Met with clients to understand their future investment plans and document them ! Discussed the investment opportunities and risks related to the particular investment with the clients ! Assisted clients in opening accounts, updating information, or documenting strategies to reach the clients financial goals ! Participated in team meetings and training opportunities Stockton to Malone Honda Dealership Car Salesman November 2004 September 2005 ! Established relationships with new customers Showed customers how to use acquired vehicles after delivery ! Maintained contact with existing customers through meeting, emails and by phone ! Advised customers regarding payment options; loans and leasing banking terms ! Negotiated delivery and price variations ! Updated management daily; records of sales and orders Tracked progress of existing orders by contacting or liaising with suppliers ! Effectively took care of relevant paperwork ! Kept track of quantities of cars on display ! Maintained familiarity with used cars and stayed updated regarding competitors products ! Kept up to date on changes in pricing, leasing programs, different incentives, campaigns and tradeshows Service Mission Church of Jesus Christ of Latter Day Saints November 2002 November 2004 ! Trained other mission representatives ! Communicated with a variety of individuals ! Coordinated activities with religious and civic groups as a Public Relations Representative ! Door-to-door experience SPECIAL SKILLS
! ! ! ! Proficiency with MS Word, Excel, Outlook Eagle Scout Attention to Detail Well Organized ! ! ! ! Analytical Mindset, Logical Thinker Team Orientated Responsible, Accountable, and Dependable Polite and Professional Attitude

EDUCATION Salt Lake Community College, Salt Lake City, UT Maria Carrillo High School, Santa Rosa, CA General Studies Graduating Class of 1999

Das könnte Ihnen auch gefallen