1. RESUME OF QUALIFICATIONS
GERALD H. YAMANE, CIC
658 Lunalilo Home Road
Honolulu, HI 96825
(808) 754-2046 (C)
Email: GHYAMANE@YAHOO.COM
OBJECTIVE
A challenging and responsible MANAGEMENT/CONSULTANT position that will utilize and develop a wide range
of abilities, education, training, and experience.
SUMMARY OF QUALIFICATIONS
2 Years Consulting Experience
32 Years Management/Administrative Experience
32 Years Personnel Supervision/Training Experience
33 Years Financial Services Industry Experience
33 Years Client Service/Public Relations Experience
33 Years Sales and Marketing Experience
33 Years New Business Development Experience
5 Years Healthcare Insurance Industry Experience
5 Years Banking Industry Operations Experience
Highest Annual Operating Budget Administered = $750,000
Maximum Number of Personnel Supervised = 7 personnel
Highest Asset Accountability = $5 million
Qualified: Vice President … Certified Insurance Counselor (CIC) … Consultant … Agency Owner … Personal
Financial Representative … Branch Manager … Assistant Vice President.
Licenses: NASD Series 6 and 63 Securities licenses… P & C & Life licenses
Computer experience: Hardware: PC
Software: Ms Word … Windows … Outlook
Background includes solid practical experience in the following important areas:
Management … New Business Development … Consulting … Sales and Marketing … Customer
Service … Client Needs Assessment … Professional Development … Research and Analysis …
Personnel Supervision … Hiring and Dismissal … Counseling/Mentoring … Training … Policy
and Procedure Development and Implementation … Contracts … Closing Transactions …
Scheduling … Problem Identification/Solving … Planning … Quality Control … Organization …
Instructing … Lecture Preparation and Presentation … Briefing … Liaison … Evaluation …
Manpower, Supplies, and Equipment Needs Assessment … Recommendations ... Administrative,
Operational, and Financial Report Preparation.
Foreign Language: some Japanese

2. GERALD H. YAMANE RESUME OF QUALIFICATIONS
An excellent manager; able to supervise and coordinate several complex ongoing projects concurrently.
Communicates effectively with the public, staff, and all levels of management.
Capable of training and motivating personnel for cost-effective and efficient performance; leads by example.
Highly self-motivated; achieves high productivity independently or as a member of a team.
Establishes good rapport quickly and easily with people of varying educational backgrounds, cultures, and ages.
PROFESSIONAL EXPERIENCE
VICE PRESIDENT – PERSONAL LINES AND MARKETING
DTRIC Insurance Company, Honolulu HI – May 2014 to March 2015
Responsible for the managing of the Personal Lines Division of the company; these included the Personal Lines
Underwriting, Underwriting Services, Call Center, and Marketing Departments for the company. Duties included
directing company operations as a part of the Executive Senior Leadership Committee; aided Board of Directors in
successful guidance of the company towards its goals and objectives; developing strategies to enhance production,
growth, and profitability as an insurance carrier; redesigning of current insurance products and development of new
products and services; assessing and implementing necessary changes to processes and workflows to maximize
efficiency; preparing and administering annual production and operating budgets; working with other departments to
successfully implement projects and processes; overseeing four departments and appropriate managers and staff
members; analyzing market situations and developing marketing strategies to increase market share; participating in
Public Relations activities to build brand image.
CONSULTANT
Allstate Financial Services LLC: All Hawaii Insurance Inc. and Certified Insurance Hawaii, Honolulu, HI
June 2012 to May 2014
Responsible for providing a variety of consulting services for two Allstate Financial Services LLC franchisees
located on Oahu. Duties include: assessing agency needs and developing programs to best meet those needs;
providing agent and staff training; assisting new owners in establishing attainable goals and increasing market niche
and profitability; serving as a resource on company products and services; identifying problem areas or potential
problem areas and providing solutions; selling and servicing insurance and securities products and services; and
keeping agency owners apprised of problems, progress, or lack of progress on projects.
AGENCY OWNER / PERSONAL FINANCIAL REPRESENTATIVE
Allstate Financial Services LLC, Honolulu, HI – December 1985 to June 2012
Responsible for managing two separate office locations on Oahu selling and marketing personal and commercial
property and casualty, automobile, homeowners insurance, life insurance, long term care, annuities, employee health
benefits, and securities investment packages to a culturally-mixed community. Duties included: managing and
coordinating daily operations; providing direction to increase growth and profitability; overseeing projects, agency
productivity, marketing, and personnel development; preparing and administering an annual operating budget;
negotiating leases for commercial office space; analyzing market and preparing marketing strategies to increase
market share; planning and implementing promotional activities to enhance company image throughout community;
supervising, training, and evaluating six sales personnel; determining workload, establishing priorities, and
assigning tasks; setting performance standards and goals; screening and interviewing potential employees; hiring
and firing; counseling employees when needed; providing professional development training; developing and
implementing policies and procedures; overseeing 5,000+ client accounts worth more than $5.0 million in
premiums; calling on current accounts; developing potential client lists and making cold calls; developing new
business; assessing client needs; researching plans and preparing proposals which best met client needs; making
presentations and closing sales; preparing and processing administrative forms; receiving and processing claims;
working with repair shops and vendors to estimate repair or replacement costs; acting as liaison between insurance
company, auto-repair shops, and customer; completing appropriate insurance forms and narrative reports; ensuring

3. GERALD H. YAMANE RESUME OF QUALIFICATIONS
payment to customer for damages; traveling to site of incident when necessary; documenting information and
maintaining files for use in litigation; working closely with defense and plaintiff attorneys to settle damages and
litigation; mentoring and providing assistance to new agents in other offices to help them succeed; working closely
with company sales, underwriting, and claims departments to enhance the quality of business; and preparing
periodic sales and administrative reports.
SIGNIFICANT ACCOMPLISHMENTS:
 Grew client base from zero to $5 million in premiums.
 Consistently met or exceeded sales projections and goals.
 Provided ongoing professional development training and mentoring to increase agent productivity.
 Served as Regional Agency Advisory Council Member for two years.
 Received Certified Insurance Counselor designation in 2000.
BRANCH MANAGER / ASSISTANT VICE PRESIDENT
First Federal Savings & Loan, Honolulu, HI – September 1980 to December 1985
Assignment as BRANCH MANAGER/ASSISTANT VICE PRESIDENT involved managing and coordinating daily
operations of a high volume financial institution. Duties included: overseeing sales and marketing of a variety of
services and financial packages; setting performance standards and goals; supervising, training, scheduling, and
evaluating up to seven personnel; determining workload, establishing priorities, and assigning tasks; hiring and
dismissal of operational staff; working closely with staff to increase market share of financial products; monitoring
and maintaining these accounts as well as developing new business; monitoring personnel efficiency indexes and
adjusting staffing levels and personnel schedules to meet target levels; working with Customer Service Manager to
ensure high quality customer service and customer retention; handling and resolving customer complaints;
developing and implementing sales plan to achieve corporate goals; managing marketing effort to improve visibility
of branch offerings through cross selling, telemarketing, direct mail, and referrals; soliciting and servicing
mortgages, loans, and savings accounts; monitoring the status of key performance indexes and ensuring compliance
with established ranges; managing branch's budget and operating plan; reducing and controlling expenses and
losses; accounting for all revenue generated by the branch; ensuring compliance by all branch personnel with Fair
Lending Laws, Affirmative Action, Equal Employment Opportunity programs, and other statutes; maintaining
satisfactory audit condition; ensuring compliance with information security and other policies and procedures;
identifying problem areas and potential problem areas and providing solutions; and preparing administrative and
financial reports.
COMMUNITY ORGANIZATIONS/ACTIVITIES
Super Donor Plus Platelets—Blood Bank of Hawaii … Former Board Member—Hawaii Services on Deafness …
Volunteer Speaker—Hawaii Homeownership Center … Junior Achievement … Former Board Member and Intern
Employer—Waipahu High School Business Council.
PROFESSIONAL MEMBERSHIPS/AFFILIATIONS/ORGANIZATIONS
Society of Certified Insurance Counselors (CIC) … International Association of Insurance Professionals (IAIP)) …
National Association of Securities Dealers (NASD) … Financial Industry Regulatory Authority (FINRA) …
Securities Investor Protection Corporation (SIPC) … Underwriters Association of Hawaii (UAH)
AWARDS
Allstate: Hawaii State Agent-of-the-Year (1991) … Regional Agency Achievement Award—Silver … Honor Ring
(21 years) … National Conference (6) … Chairman’s Conference (8) … Chairman’s Inner Circle … Life
Millionaire/Leader (19) … Leader’s Forum (6) … Finalist—National Community Service Award.
EDUCATION
Attended the University of Hawaii at Manoa, Honolulu, HI – 1976 to 1979
Coursework in Management Information Systems

4. GERALD H. YAMANE RESUME OF QUALIFICATIONS
Completed the following related courses and institutes: Agency Management … Sales Techniques … Anti-Money
Laundering Course … Safeguarding Client Information … Annuities Training … Customer Data Protection and
Security … Senior Protection in Transactions … Ethics and Sales Practices … Registered Representative Training
… The Communications Rules … National Hazard Overview Insurance Tort Defense Cycle.
Graduated Iolani High School, Honolulu, HI – 1976
PERSONAL DATA
Age: 56 … Marital Status: Married ... Health: Excellent.
Willing to travel and relocate … Salary and benefits package negotiable.
REFERENCES
References will be furnished upon request.