Richard Curlee has over 30 years of experience in communications, marketing, sales, and operations management. He has worked in insurance sales, radio broadcasting, education, and counseling. He is skilled in developing marketing strategies, public relations, client relations, and staff training. His background includes positions at State Farm Insurance, REO Radio, Austin Harvard School, and as an independent insurance agent and media consultant.
1. Richard Curlee
512.563.9830 richardcurlee@sbcglobal.net
SUMMARY
In 1976 Dr. Carl Larson came up with 126 definiƟons of communicaƟon. It’s much simpler than that. CommunicaƟon
is taking informaƟon that I have and passing it to you, with enough passion and convicƟon to make you excited
about what I have to say. More oŌen than not, I’ll do it in such a way that you’ll believe what I’ve conveyed to you
was your idea. On top of all that, you’ll be glad we met and walk away refreshed and encouraged.
EXPERIENCE
Emergency Service Program Specialist | State Farm Insurance, AusƟn, TX May, 2013 – December 2015
When the State Farm agent died, I was asked to stay and help with the transition period for the next agent. I was very
successful in that position and was asked to do the same for 6 other State Farm offices. In addition to the daily
maintenance of client accounts, I am responsible to keep as much of the book of business as possible intact for the
next agent, currently in training. I also train staff to work with the next agent, using company publications and
guidelines. The Emergency Service Program has been discontinued and is being phased out by the end of 2015.
• Calculate premiums and establish payment methods for sales.
• Meet with existing and prospective clients each week to select appropriate insurance policies.
• Finalize sales and collect necessary deposits.
• Calculate quotes and educate potential clients on insurance options.
• Evaluate the accuracy and quality of data entered into the agency management system. Address customer
inquiries and complaints.
• Utilize political skills to address customers’ concerns regarding transition to a different agent
This program was contract based and closed on 12/31/15
Team Leader Sales Specialist | Malcolm Minnick State Farm Insurance, AusƟn, TX July, 2012 – May, 2013
I presented products offered by State Farm Insurance, including Fire, Auto, Life, etc. – CapƟve agent –I generated
sales from leads and cold calling. This included meeƟng with groups to explain coming insurance changes. When
Malcolm unexpectedly died, I was asked to stay and manage the book of business while the company veƩed a new
agent.
Insurance Sales Specialist | Insurize!, AusƟn, TX May, 2009 – July, 2012
I was an independent agent for 27 health/life insurance companies in Texas. Independent broker. Acquired
appointments via cold calls, e-mail markeƟng, Facebook, direct mail. I prepared quotes via Adobe Acrobat and
delivered to clients, either in person or using MicrosoŌ Outlook or Mozilla Thunderbird. I presented plans to
customers, wrote and delivered policies to clients as necessary. I developed innovaƟve brochure presentaƟons to
help customers understand how insurance works and to make value decisions. I created unique online sales
presentaƟon used in private webinars. I provided ongoing training for other agents to develop superior
communicaƟon skills. I kept detailed notes on sales via Excel spreadsheets I designed. I maintained a web presence
using Front Page, WYSIWIG and Page Plus. SoŌware used – MicrosoŌ Word, Excel, PowerPoint, Publisher, Outlook,
Thunderbird, Sonar, and PhoneBurner – My new posiƟon with State Farm required a capƟve agent status.
Medicare Advantage Sales Specialist | Care Improvement Plus Texas Area November, 2009 – July, 2012
I educated, qualified and enrolled eligible Seniors in a Medicare Advantage Plan, in accordance with CMS & company
guidelines. I answered quesƟons and stood as liaison between customers and the insurance carrier. I presented
seminars and community meeƟngs to answer Medicare quesƟons and helped candidates enroll in the program.
SoŌware used – MicrosoŌ Word, Excel – My new posiƟon with State Farm required capƟve agent status.
Program Director/AŌernoon Drive Talk Show | REO Radio/KLGO BroadcasƟng AusƟn, TX August, 2007 – March,
2009
I coordinated the duƟes of on-air staff to maintain consistent program quality for large market radio staƟon – I
created and maintained new on-air image for staƟon. I hosted a daily 2-hour talk show, fielding quesƟons and
comments from listeners – I wrote, produced and recorded commercial radio spots and performed live commercials
for clients – I made public appearances to promote clients and staƟon – I moved staƟon to #1 spot in its format. I
established new, ongoing training of staff to create excellent workplace communicaƟon. SoŌware used – Symbian,
Sonar, Protools, MicrosoŌ Word, Excel, PowerPoint, Publisher, Cakewalk Pro Audio
2. Behavior Specialist/OperaƟons Director | G.L.A.D. Family Learning Center AusƟn, TX January, 2006 – August,
2007
I coordinated all markeƟng thrusts, including print, broadcast, web, e-mail, live presentaƟons to area schools and
private organizaƟons – I worked with parents and families of behaviorally challenged students. I supervised
administraƟve staff, camp staff, life coaching staff. I designed and developed weekly radio broadcast for parenƟng
success. I fielded all inquiries by local and naƟonal press. I designed and maintained the web site. I coordinated all
special events (Workshops, Open Houses, ConvenƟons and other acƟviƟes) to promote the services of the facility.
SoŌware used – MicrosoŌ Word, Excel, PowerPoint, Publisher, Outlook, Thunderbird, Sonar, Front Page, WYSIWIG,
Page Plus and QuickBooks Pro.
Dean of Students/Behavior Specialist | AusƟn Harvard School AusƟn, TX
December, 1996 – May, 2005
I represented the school on a local, naƟonal and internaƟonal basis through presentaƟons, press contact, web
presence, and other areas of public interacƟon. I developed and coordinated programming for at risk students. I
oversaw discipline for all students & coordinated acƟviƟes with parents. I led crisis management for students in
distress. I oversaw bookkeeping & reports to Board of Directors -Responsible for coordinaƟon of A/R A/P. I designed
and maintained the school website. I prepared and delivered ongoing requests for donaƟons, oversaw and
administered grant requests/fulfillment. I was responsible for hiring/terminaƟng recommendaƟons to the Board. I
oversaw all primary administraƟve funcƟons. I oversaw records maintenance for employees. I oversaw and executed
weekly payroll. SoŌware used – MicrosoŌ Word, Excel, PowerPoint, Publisher, Outlook, Thunderbird, Sonar, Front
Page, WYSIWIG and Page Plus, Sonar, Protools, Cakewalk Pro Audio, QuickBooks Pro.
OperaƟons Administrator| C.A.R.E. Counseling AusƟn, TX January, 1990 – December, 1996
I managed intake for all clients, coordinated insurance claims, set and managed appointment scheduling. I was
responsible for coordinaƟon of A/R A/P. I designed and maintained the pracƟce website. I was responsible for
employee oversight and performance. I oversaw all primary administraƟve funcƟons. I prepared all reports as
necessary for Texas licensing compliance. SoŌware used – MicrosoŌ Word, Excel, PowerPoint, Publisher, Outlook,
Thunderbird, Sonar, Front Page, WYSIWIG and Page Plus, Sonar, Protools, Cakewalk Pro Audio, QuickBooks Pro
Owner| RBC Last Minute ProducƟons AusƟn, TX February, 1983 – Present
While no longer a full-Ɵme endeavor I sƟll work occasionally as a media consultant for various clients. I develop an
aural image, focused on radio delivery. I develop live sales presentaƟons for clients. I write, produce and record
media commercials for clients. I help clients create and maintain a posiƟve public image. Clients include Texas
General Land Office, Texas Comptroller of Public Accounts, Affordable Healthcare SoluƟons, Insurize, various
entertainers and performers, radio staƟons, private corporaƟons. SoŌware used – MicrosoŌ Word, Excel,
PowerPoint, Publisher, Outlook, Thunderbird, Sonar, Front Page, WYSIWIG and Page Plus, Sonar, Protools, Cakewalk
Pro Audio, QuickBooks Pro.
REFERENCES & LETTERS OF ENDORSEMENT AVAILABLE ON REQUEST