Chris Marsh has over 20 years of experience in insurance sales, training, claims handling and auditing. He has a proven track record of surpassing goals and quotas in multiple sales roles and received high performance ratings in auditing claims. Marsh has extensive experience training new and experienced employees in various industries such as insurance, finance, healthcare and retail. He is skilled in claims handling, risk assessment, policy interpretation, and identifying fraudulent activities.

1. Chris Ma rsh
2674 McMullen Booth Rd #1121  Clearwater, Florida 33761  (262) 409-1565 
cmarsh13@hotmail.com
PROFILE:
INSURANCE SALES AND TRAINING SPECIALIST
Dedicated insurance professional with over six years of sales experience, including two years in
insurance and financial sales. Excel in surpassing goals and quotas with ability to retain clients.
Effectively manage multiple, high-priority projects and take pride in providing exemplary
customer service.
Dedicated trainer with over 10 years training in different environments, including over four
years in a retail environment, three years training loan officers at the largest private mortgage
company in Ohio, one year training financial advisors in an insurance and financial
environment and two years training claims representatives in an insurance healthcare
environment.
KEY SKILLS:
* Claims Handling and Investigations * Claims Reports and Documentation
* Risk Assessment and Mitigation * Policy Interpretation
* Damage Assessment * Confidential Records Management
* Evaluation of Liability Exposure * Lawsuits and knowledge of laws
* Adapting to different training styles * Training new and establish employees
EXPERIENCE:
Concept Plus, LLC – Waukesha, WI
Performance Quality AuditorI, 08/14 to 09/15
Subcontractor by the Department of Defense to conductcomplex performance and quality
audits of different healthcare contractors for medical insurance payment (under and
overpayments), coding, processing and claim documentation irregularities or inconsistencies.
Outcomes:
- Documented, reviewed and submitted monthly analysis reports.
- Researched and analyzed claims adjudication activities to assist in the performance of
focused studies and audits directed at various quality control efforts and concerns.
- Identified and reported systematic issues that create ongoing quality concerns.
- Have received a 100% performance rating on all claims I have audited for payment and
occurrence errors, surpassing all goals set for me.

2. MANGO LANE GALLERY – Marquette, MI
Owner and Business Manager, 10/10 to 10/14
Owner and manager of a small business providing a variety of art, including jewelry, wood
carvings, paintings and photography.
Outcomes:
- Completed business plan, raised capital, obtained all business licenses and permits.
- Handle purchasing, accounting, employee hiring.
- Trained all new employees on all aspects of business, retail and day to day activities.
COLDSTREAMFINANCIAL– Cincinnati, OH
Sales Manager/Trainer, 09/06 to 08/10
Assisted VP of sales in day to day operations including supporting over 100 loan officers with
training, speaking with bank representatives and completing official paperwork. Used different
hiring methods to hire over 30 new employees every three months. Lead trainer for new
employees on the entire loan process, including phone training and accompanying on
appointments.
Outcomes:
- Achieved the highest number of loans approved in by first year loan officers after six
months. Surpassing goals by 60% above quota
- Achieved the highest number of loans approved by all loan officers after one year.
Surpassing goals by 50% above quota.
- Selected by company VP of sales to become assistant sales manager after one year.
- Selected by company VP of sales to become lead trainer after one year, training over 300
new loan officers and held over 50 different training classes for experienced loan officers.
- Retained 75% of the new loan officers from the initial training. Surpassing goals by 25%.
- Selected by company CEO to become sales manager after 1.5 years and surpassed monthly
goals by at least 10% for 24 consecutive months.
METLIFE – Marquette, MI
Financial Advisor, 12/04 to 07/06
Outside sales of financial and insurance products. Met with clients to determine their financial
and insurance needs and worked with them to ensure their goals come true by developing a
comprehensive financial plan.
Outcomes:
- Achieved the Superstarter award by surpassing the goals set for me in my first six month
for me by 20%
- Achieved Conference award in my first two years by obtaining over $100,000 in
commissions surpassing the goals set for me by 25%.
- Selected by District Manager to help train new financial advisors on the different insurance
and financial programs, including accompanying them on appointments.

3. STATE FARM INSURANCE COMPANY – Grand Rapids,MI
Senior Claims Representative/Trainer, 01/00 to 12/04
Analyze serious auto injury claims to determine extent of company’s liability, make approval or
denial decisions and negotiate settlements with claimants in accordance with policy provisions.
Collaborate with insurance agents and interview claimants to correct errors, rectify omissions
and investigate questionable issues.
Outcomes:
- Completed more than 1000 claims throughout tenure. Providedoptimum service to
policyholders, negotiatedfairsettlements and identifiedfraudulentclaims.
- Assisted policyholders in a busy call-center environment.
- Selected by supervisor to assist with file closures; resolve complex claims processing issues;
participate in quality-control audits; and monitor claim status updates.
- Selected by supervisor to handle represent the company in lawsuits, arbitrations and trials,
including testifying on the companies behalf.
- Uncovered fraudulent claims scheme; provided evidence leading to therecovery of
thousands of dollars in insurance overpayments.
- Selected by Section Managerto audit internal claims for proper handling and payments.
- Selected the Section Manager to become a trainer afterthree years,training new claim
representatives and claim processors overa course of nine months. Held regulartraining
classes for experienced claim representatives in over 30 topics.
EDUCATION:
Bachelor of Science, NORTHERN MICHIGAN UNIVERSITY - Marquette, MI
Majors in Chemistry and Math with 3.89 GPA
COMPUTER SKILLS:
- BASIC: MS Access, MS Publisher
- INTERMEDIATE: MS Excel, MS PowerPoint, Adobe Photoshop
- ADVANCED: MS Work, Outlook, Adobe Illustrator , Quick Books, Turbo Tax,
Internet Explorer, Google Chrome