JERRY JACOBS OF MIAMI, FL INVESTING IN INSURANCE OFFERINGSJerryJacobs MiamiFL
The assistance of a professional like Jerry Jacobs of Miami, FL is invaluable in unraveling the complicated pathways of insurance investment, as well as the correct fit of insurance investment in a client’s portfolio. Insurance brokering and insurance underwriting; life insurance, property & casualty, health, life and retirement insurance, are financial transactions for which professionals like Jerry Jacobs of Miami, FL offer direction and guidance.
Professional Business/Venture Plan Development is a capstone course for the business minor at the University of Colorado Leed's School of Business. During this course, teams were grouped up to develop a professional business plan around a new product or service. Out of the forty teams in the course, five teams, including ours, were nominated to pitch their venture idea at the final competition where we finished 2nd. Attached, is the professional document our team, Safe Solutions, created over the course of the semester.
JERRY JACOBS OF MIAMI, FL INVESTING IN INSURANCE OFFERINGSJerryJacobs MiamiFL
The assistance of a professional like Jerry Jacobs of Miami, FL is invaluable in unraveling the complicated pathways of insurance investment, as well as the correct fit of insurance investment in a client’s portfolio. Insurance brokering and insurance underwriting; life insurance, property & casualty, health, life and retirement insurance, are financial transactions for which professionals like Jerry Jacobs of Miami, FL offer direction and guidance.
Professional Business/Venture Plan Development is a capstone course for the business minor at the University of Colorado Leed's School of Business. During this course, teams were grouped up to develop a professional business plan around a new product or service. Out of the forty teams in the course, five teams, including ours, were nominated to pitch their venture idea at the final competition where we finished 2nd. Attached, is the professional document our team, Safe Solutions, created over the course of the semester.
ITM BUILDING GUIDE: SUSTAINABLE BUILDING
Produced in association with BRANZ to provide builders and homeowners with practical, common sense information on energy and water efficiency, air quality and selecting more sustainable building materials.
Seasoned risk manager and underwriter with nationwide underwriting experience looking to bring my underwriting skills and knowledge to a new and growing organization. Lead underwriter for the Trucking and Motor Truck Cargo portfolios for new business and renewal accounts. Professional lines, General Liability, Business Auto, Property and Casualty, Inland Marine, Workers Compensation and Umbrella underwriter as well. Providing exceptional customer service, risk analysis and carrier acceptability for insurance organizations.
Understanding Claim History in M&A InsuranceExpert Webcast
Overview of M&A / Representations and Warranties Insurance
Payout history / frequent types of claims
Claim submission and processing
Role of a broker
Roles of external advisors – lawyers, accountants
Common issues
Transactional observations
09.28.2017 Alternative Investment Strategies - Life Insurance SettlementsExpert Webcast
Alternative Investment Strategies - Life Insurance Settlements
Major Topics of Discussion
Life settlements market overview
Seller’s v. buyer’s perspectives
Individual v. Corporate-owned policies
Life settlements as an alternative asset class
Transaction process and underwriting
Legal and regulatory framework
Due diligence
Tax implications
Servicing the assets
Overview of the risks
1. Gail Gentry
25+ Years of experience as an insurance professional. I am a motivated, self-starter who needs little or no
supervision. I have a willingness to take on and complete projects as an individual or as a team member. I have
an outgoing personality who commands a sense of confidence and ability.
OBJECTIVE: I am seeking a position that best utilizes my extensive customer service, organizational, Sales
and administrative skills.
EMPLOYMENT HISTORY
Travelers Insurance Company
Account Executive – Select – Entertainment
655 N. Central Ave., 16th FL
Glendale, CA 91203
12/2013 to present
Duties: Maintain and foster broker relations for new and existing accounts; evaluate exposures and risk
characteristics of accounts to develop pricing and terms; direct account managers on pricing and terms for
quoting new and renewal business; act as a knowledge resource for account managers and junior underwriters;
versed in entertainment and related industries such as motion picture, DICE, theatre, promoter/event planners,
touring, shell corporations, rigging and event/film production, theatre, rental houses and other industries which
support the entertainment industry; multiline underwriter for general liability, automobile, property, inland
marine, excess/umbrella, and workers compensation;
Doodson Insurance Brokerage, LLC
Vice President
509 S. Exeter Dr., Suite 500
Baltimore, MD 21202
01/2010 to 12/2013
Duties: I handled placement of new and renewal business, client contract review as it related to insurance coverage, review
of exposures for the client’s entire operation and provide insurance remedies for these exposures as well as
recommendations for mitigation and prevention of losses. Maintain the day to day handling of accounts. Act as resource
for the agency for marketing needs for other departments and offices within the group of offices. Act as the liaison between
our UK offices and US offices for UK based clients who started operations in the USA. I am well versed in Property and
Casualty coverage as well as specialized Errors and Omissions, Cyber Liability, Intellectual Property Liability, Social
Media Liability, Directors and Officers and Employment Practices Liability lines.
OnGuard Insurance Services, LLC
Insurance Agent
2508 ½ Figueroa St.
Los Angeles, CA 90007
06/2009 to 01/2010
Duties: Sales person for personal auto insurance for the substandard market. Track and respond to internet
leads for car insurance. Contact those individuals searching and then quote and sell the auto policy.
Los Angeles, CA
323-792-4916 Home
818-618-6603 Cell
Gail185@msn.com
2. Gail Gentry
EMPLOYMENT HISTORY (cont’d)
Self Employed
Real Estate Investor, Real Estate Agent,
Individual Life/Health Insurance Sales
4553 Don Ricardo Dr.
Los Angeles, CA 90008
09/2005 to 03/2009
Duties: Traveling Notary for real estate, title, escrow and automotive dealerships – independent contractor;
assisted buyers and sellers in purchasing residential real estate; coordinated real estate transactions
between buyer/seller and escrow; reviewed and prepared listing and purchase contracts; negotiated
purchase contracts between the buyers and sellers; researched city permits and building and safety
regulations for my buyer clients; researched property details for clients with regard to title, status of
property and zoning; developed the sale price of a property for seller clients via comparable sales; loss
mitigation services for short sale seller clients; collected the necessary data from the client, assisted them
with the development of their hardship letter; negotiated with the lender for a short payoff once a viable
purchase offer had been received. Real estate investor for foreclosed properties.
USI of Southern California
Assistant Vice President
21600 Oxnard Street, 8th
Floor
Woodland Hills, CA 91367
09/2003 to 09/2005
Duties: Account Executive for small to large entertainment and commercial accounts; gathered information
from clients to prepare commercial applications, binders, certificates of insurance and other forms; negotiated
client’s coverage needs with insurance carriers based on the client’s exposures and risk tolerance; counseled
clients on their insurance needs after a thorough examination of their exposures; advised non-insurance risk
management options available to the client to further reduce their financial risk to loss; acted as manager of the
department in the manager’s absence; trained junior personnel on company procedures; developed relationships
with clients to expand the book of business; maintained relationships with insurance carriers; audited the
department for company procedures and accuracy of work product; handled the negotiation of multi-line
commercial insurance products – including but not limited to General Liability, Property, Inland Marine,
Professional Liability, Employment Practices Liability, Small Workers Compensation, Umbrella, Inland Marine,
Automobile, etc.
Robertson Taylor (California) Inc.
Vice President – Operations
315 South Beverly Drive, Suite 201
Beverly Hills, CA 90210
01/2002 to 09/2003
Duties: Developed a book of business for the Los Angeles Division of the organization with the CEO of the
company. Was the second employee to come aboard. Handled the logistics insurance carrier appointments for
the company via contract completion and negotiation. Created systems for the maintenance of client files and
business files; ordered and maintained office supplies for the company; acted as liaison between the company
and the insurance carriers; handled a book of business for music and touring clients; Operations Manager
Los Angeles, CA
323-792-4916 Home
818-618-6603 Cell
Gail185@msn.com
3. Gail Gentry
Near North Entertainment Insurance Services, LLC
Assistant Vice President
1840 Century Park East, Suite 500
Los Angeles, CA 90067
04/2001 to 01/2002
Duties: Handled a diverse book of entertainment related accounts from small music bands to live theatre;
arranged for various lines of coverage – equipment floaters, general liability, property, umbrella,
professional liability, contingency coverage, employee benefit liability, workers’ compensation,
automobile, and information technology related coverage and the like; maintain contingency insurance
department.
Entertainment Brokers International
Senior Account Executive
10940 Wilshire Boulevard, Suite 1700
Los Angeles, CA 90024
03/1999 to 04/2001
Duties: Maintained and oversaw insurance policy compliance regulations as mandated by the company
coverage/policy manual in accordance with state insurance regulations; assistant to the contingency
underwriter/partner of the company; evaluated, underwrote and priced contingency related coverage (i.e.,
transmission interruption, hole in one, non-appearance, moral turpitude, sports contingency, and the like);
general liability, inland marine, workers compensation, automobile coverage in accordance with company
underwriting and rating guidelines. Maintain and broaden relationships with various insurance brokerages in the
country.
MDM Associates
Manager – Entertainment Division
777 South Figueroa Street, 9th
Floor
Los Angeles, CA 90017
05/1995 to 03/1999
Duties: Managed and supervised personnel in the Entertainment Division on procedures for the department;
developed procedures for the department; audited files according to the errors and omissions committee’s
guidelines; supervised and recommended training of junior staff; worked directly with an entertainment
producer to support their book of business and maintained the book. Prepared certificates of insurance, binders,
proposals and schedules of insurance. Reviewed and advised on client contracts as they related to insurance
coverage; recommended and implemented coverage to client’s based on their exposures. Maintained and
developed relationships with entertainment insurance companies.
EDUCATION
Bachelor’s Science (Business Administration – Financial Management) – Franklin University
Associate in Arts Degree (Liberal Studies) – West Los Angeles College
AICPCU - Associate in General Insurance
SCIC – Certified Insurance Counselor Program
SCIC – Certified Insurance Service Representative Program
Associations and Designations
Hold Associate in Program General Insurance (AINS) Designation
Hold Certified Insurance Counselor (CIC) Designation
Los Angeles, CA
323-792-4916 Home
818-618-6603 Cell
Gail185@msn.com
4. Gail Gentry
Licenses: CA – Fire & Casualty Agent/Broker
CA – Notary Public Commission
REF(S): Upon request
Los Angeles, CA
323-792-4916 Home
818-618-6603 Cell
Gail185@msn.com