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Zackri L. Whitlow, CLCS 2015 Professional Resume NYC
- 1. ZACKRI L. WHITLOW, CLCS ———————————————————————————————————————————————————————————————————————— Phone: (310) 462-2479 | Email: zackriwhitlow@gmail.com | NYC, NY ———————————————————————————————————————————————————————————————————————— EXPERIENCE ———————————————————————————————————————————————————————————————————————— WHITLOW INSURANCE SOLUTIONS Personal & Commercial Insurance Agency Sherman Oaks, CA | January 2011 to Present ———————————————————————————————————————————————————————————————————————— • Certified Insurance Agent with Covered California • Day to day servicing for clients • Manage marketing campaigns via phone calls and drip-email marketing • Utilize social media resources • Managed a personal staff • Leads360 user to manage 1,000s of prospects • Life & Health Producer • Property & Casualty Producer • Insurance Concierge ———————————————————————————————————————————————————————————————————————— RAY ANTHONY – Musician/ Big Band Leader/ TV Host Personal Assistant Concierge Services Los Angeles, CA | January 2015 to Present ———————————————————————————————————————————————————————————————————————— • Social Networking Manager • Head of Marilyn Monroe Department ———————————————————————————————————————————————————————————————————————— COREY FELDMAN - Actor Personal Assistant Concierge Services Sherman Oaks, CA | October 2012 to August 2012 (and as needed presently) ———————————————————————————————————————————————————————————————————————— • Feldmansion property manager • Housekeeping manager • Utilize social media resources • Facilitated requests as needed ———————————————————————————————————————————————————————————————————————— PLAYBOY ENTERPRISES – Hugh Hefner Guest Services/ Personal Butler Playboy Mansion Holmby Hills | May 2007 – Present ———————————————————————————————————————————————————————————————————————— • Facilitate & manage requests from Editor in Chief (Hef) & his guests • Training new employees for daily itinerary, upcoming events, luncheons, & meetings • Switchboard operator • Customer service • Merchandising • Jonas System for food orders • Food & drink service • Set up for buffet, luncheons, and Company board meetings • Manage guest relations • Assist with event coordination • Photographer • Private tours
- 2. ———————————————————————————————————————————————————————————————————————— HEFFERNAN INSURANCE BROKERS Restaurant Program Manager & Account Manager Los Angeles, CA | May 2010- January 2011 ———————————————————————————————————————————————————————————————————————— • Manage and renew the LA Restaurant Program consisting of P&C business • Day to day servicing of accounts including invoicing and issuing certificates • Manage marketing campaigns via phone calls and drip-email marketing • Perform Risk Management Analysis for Restaurant Owners ———————————————————————————————————————————————————————————————————————— IWANTANINSURANCEQUOTE.COM Advisor/Principal Los Angeles | October 2011 – Present ———————————————————————————————————————————————————————————————————————— • Online real-time lead generation • Brand development • Online applications • Geo marketing • SEO implementation ———————————————————————————————————————————————————————————————————————— SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC Executive Sales Associate Pasadena & Irvine, CA | May 2007 – July 2008 ———————————————————————————————————————————————————————————————————————— • Middle Market Commercial P&C Producer. • Specializing in Large Real Estate Portfolios, Import/Export Freight Forwarders, Disaster Recovery, D&O Coverage for Public Corporations, etc • Produced $140,000+ Revenue ($1,400,000 Premium) ———————————————————————————————————————————————————————————————————————— PACGLOBAL INSURANCE BROKERAGE, INC. Account Executive El Segundo, CA | October 2006 – April 2007 ———————————————————————————————————————————————————————————————————————— • Marine Cargo Insurance Sales Producer • Responsible for obtaining quotations from underwriters per procedure deadline and accountable for same day client rate quotations. • Resolve collections & provide customer service for international accounts. ———————————————————————————————————————————————————————————————————————— TEDFORD INSURANCE, L.P. Account Executive & Marketing Coordinator Jenks, OK | May 2004 – February 2006 ———————————————————————————————————————————————————————————————————————— • Managed agency meetings with carrier representatives to find out new product information, rating changes, and appetite changes • Managed submissions for agency and online quotes • Named Commercial Lines P&C Specialist Sales Executive Agent-Broker in June 2005 • Provided marketing advice for other agents & brokers • Produced $75,000+ Revenue • December 2005, earned Platinum Agent Award new business sales and by being among most Profitable agents
- 3. ———————————————————————————————————————————————————————————————————————— PRUDENTIAL FINANCIAL & LIBERTY MUTUAL Marketing Associate Tulsa, OK | January 2003 – April 2004 ———————————————————————————————————————————————————————————————————————— • Earned Property & Casualty License in October 2003. • Researched agent client files and assisted agents in cross marketing products. • Assisted Tulsa District agents with the training needed to sell new products. • Attended Liberty Mutual Elite Seminar in Boston, MA for in-depth product training. EXPERTISE ———————————————————————————————————————————————————————————————————————— • Highly organized with excellent follow up skills and extreme attention to detail • Good understanding of discretion with all sensitive materials • Understanding of "sense of urgency" for the completion of responsibilities/tasks • Multi-tasking and prioritizing capabilities • Ability to delegate responsibilities • Dedicated and willing to go above and beyond • Strong email and internet skills • Strong verbal and writing skills • Microsoft Word, Excel, Access, PowerPoint, AMS, TAM, Social media dashboards, Adobe Suite • Proficient with numerous insurance carriers online rating programs EDUCATION ———————————————————————————————————————————————————————————————————————— PRUDENTIAL FINANCIAL MARKETING SCHOOL Personal Lines P&C Marketing School Chicago, IL October 2003 ———————————————————————————————————————————————————————————————————————— UNIVERSITY OF OKLAHOMA COLLEGE OF LIBERAL ARTS, Norman, OK Bachelor of Liberal Arts, December 2006 ———————————————————————————————————————————————————————————————————————— INSURANCE INSTITUTE OF AMERICA Completion of Insurance Essentials Course July 2007 ———————————————————————————————————————————————————————————————————————— HARTFORD SCHOOL OF INSURANCE Commercial Lines Producer Development December 2007 ———————————————————————————————————————————————————————————————————————— THE NATIONAL UNDERWRITER COMPANY Completion of Commercial Lines Coverage Specialist (CLCS) Designation January 2008 AFFILIATIONS Army Corp of Engineers (Hurricane Katrina Relief) Tulsa Young Professionals, Jenks Chamber of Commerce, Tri-County ———————————————————————————————————————————————————————————————————————— Breakfast Member (Jenks, Bixby, & Glenpool Communities) Delta Tau Delta Fraternity