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CASEY T. CAMPBELL
Auburn, CA
(530) 263-7019 • Caseycampbel@gmail.com
PROFILE
Solutions-focused, diligent professional with a comprehensive background in account management, customer
service, marketing and sales. Highly versatile; adept at quickly mastering new roles and responsibilities.
CORE COMPETENCIES
Customer Service • Analytical Skills • Account Management • IT
Verbal & Written Communication • Organization Skills • Sales
Critical Decision Making • Adaptable Interpersonal-Skills • Advance 2010 Excel and 2010 Word • AdWords
PROFESSIONAL EXPERIENCE
Marketing Manager and Insurance Analyst (2012-Present)
Whitney Oaks Insurance Services, Inc. - Rocklin, CA (2007- Present)
• Organization, communication, problem-solving and technology are my key skills in helping clients
analyze and develop the right protection plan for their most important assets. These skills are honed
and tested in a fast paced sales environment as the single-point of contact for our customers.
• A Confident leader, guiding the marketing department’s promotions to stand-out in a crowded insurance
marketplace. This allowed the company to support the highest number of productive agents to date.
• Top-notch customer service skills, from years of building strong client relationships, adaptable
interpersonal-skills and integrity. This has been demonstrated by the large number of referrals from
existing clients and high client retention.
Customer Service Representative and Insurance Analyst (2007-2012)
Whitney Oaks Insurance Services, Inc. - Rocklin, CA
• Performed detailed review and analysis of insurance documents and contracts, managed client
relationships, and resolved client needs.
• I established the agency’s state of the art Information technology infrastructure using a mixture of local
and cloud based servers including Google Drive, Echo-Sign and Hawksoft Agency Management
Systems. This accomplished critical cost-savings and significantly increased new client identification
and existing client retention.
Licensed Insurance Agent
State Farm Insurance - Auburn, CA (2006-2007)
Assisted a diverse range of customers with various policies and claims, as well as complex insurance concepts
and terminology into understandable language for customers.
EDUCATION
California State University, Sonoma, BA, Psychology

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Casey T Professional-Resume

  • 1. CASEY T. CAMPBELL Auburn, CA (530) 263-7019 • Caseycampbel@gmail.com PROFILE Solutions-focused, diligent professional with a comprehensive background in account management, customer service, marketing and sales. Highly versatile; adept at quickly mastering new roles and responsibilities. CORE COMPETENCIES Customer Service • Analytical Skills • Account Management • IT Verbal & Written Communication • Organization Skills • Sales Critical Decision Making • Adaptable Interpersonal-Skills • Advance 2010 Excel and 2010 Word • AdWords PROFESSIONAL EXPERIENCE Marketing Manager and Insurance Analyst (2012-Present) Whitney Oaks Insurance Services, Inc. - Rocklin, CA (2007- Present) • Organization, communication, problem-solving and technology are my key skills in helping clients analyze and develop the right protection plan for their most important assets. These skills are honed and tested in a fast paced sales environment as the single-point of contact for our customers. • A Confident leader, guiding the marketing department’s promotions to stand-out in a crowded insurance marketplace. This allowed the company to support the highest number of productive agents to date. • Top-notch customer service skills, from years of building strong client relationships, adaptable interpersonal-skills and integrity. This has been demonstrated by the large number of referrals from existing clients and high client retention. Customer Service Representative and Insurance Analyst (2007-2012) Whitney Oaks Insurance Services, Inc. - Rocklin, CA • Performed detailed review and analysis of insurance documents and contracts, managed client relationships, and resolved client needs. • I established the agency’s state of the art Information technology infrastructure using a mixture of local and cloud based servers including Google Drive, Echo-Sign and Hawksoft Agency Management Systems. This accomplished critical cost-savings and significantly increased new client identification and existing client retention. Licensed Insurance Agent State Farm Insurance - Auburn, CA (2006-2007) Assisted a diverse range of customers with various policies and claims, as well as complex insurance concepts and terminology into understandable language for customers. EDUCATION California State University, Sonoma, BA, Psychology