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Jen Tadin 30 60 90 Arthur J Candidate Packet

Arthur J Gallagher & Co Candidate Proposal Packet 2018

• Accountable for

• Accountable for final account sales and revenue growth through contract negotiations and ensuring an acceptable on time outcome from a solution proposal, pricing, profitability, and liability. • Setup and monitor product displays at retail agency location and assist with re-orders. BUSINESS DEVELOPMENT CONSULTANT, Liberty Mutual Insurance, El Segundo, CA 1/2012 to 1/2016 Elevate relations by establishing credibility, discerning needs, and providing appropriate coverage recommendations. Specialized in business-to business, professional liability and minimizing exposure concerns for high net worth individuals. Services included but were not limited to: personal lines, professional liability, D&O, E&O, life (term-universal-whole life), general liability, commercial coverage and fixed annuities. • Comprehensive understanding of insurance laws and regulations. • Exceeded all sales and territory quotas in years 2012, 2013, 2014, 2015, and 2016, and was among the top 3% of sales consulant nationally within the company of Life and P &C sales. • Perfected a win-win system, which allowed me to achieve a 62% success rate in winning hard to get face-to-face meetings with decision makers. • Customer service is my niche, I prided myself in developing outstanding marketing campaigns, grooming loyalty and client retention offering value added services such as, on-site training, brand placement at new company roll outs, tailored asset protection programs, superior follow up, and product presentations for employee groups up to 200. • Assist families with preparing personal budgets and utilize product features to show benefits of policy packages. • Work with clients to file insurance claims ensuring rapid approval, while maintaining superb customer service. • Trained new sales agents in the field and demonstrated proper presentations techniques and insurance facts. • Skilled at fostering and acquiring key accounts in highly saturated markets, meeting unparalleled sale quotas, and 78% B2B retention ratios. A devoted team leader capable of achieving immediate cohesiveness among several departments and adept in tailoring communication style to suit the needs of diverse audiences. • Ability to build a steady referral base from scratch, comfortable with cold calling, and nurturing hard to sell accounts, while integrating all phases of the sales cycle phases from prospecting, opportunity identification, negotiation, proposal, and closings. Recognition & Awards o Pacesetter Awardee, for 2012, first year sales, 9 of 12 months for exceeding auto, and home insurance quotas, and 2013, for second year sales 12 of 12 months, exceeding auto, and home insurance quotas. o Pacesetter Plus Awardee for sales 2014, 2015 and 2016 for exceeding auto and home insurance sales. o Prestigious Lamp Lighter Awardee, 2012, for exceeding annual life insurance sales goals, within first 6 months. o Received the Pursuit of Excellence Award, 2012, 2013, 2014, and 2015 for outstanding P&C sales and services. HEALTH SERVICES / PROJECT ADMIN, M & M Residential Care Facility, Los Angeles, CA 2/2010 to 5/2017 Extremely organized Healthcare professional, skilled in non-ambulatory and ambulatory residential care, home health services, manage day to day operational aspects of a project and scope and effectively minimizes exposure and risk. • Provide leadership and guidance required to effectively define, plan and implement projects. • Responsible for developing and maintaining productive and cordial relationships with clients and team members. • Maintain regulatory compliance as mandated by state licensing, regional centers, and federal compliance. • Monitored the impact of State and Local initiatives on mental health disease, diabetic controls by working with healthcare professionals to define appropriate treatment. • Managed the healthcare and daily living for 20 adult consumers in conformance with state and federal laws. • Managed a team of eight in order to achieve goals, which solved operational and technical problems. • Implement control and reporting structures for project monitoring regarding risk and change management according to defined governance methods and standard processes. • Kept resident census at capacity, controlling of costs for financial stability, payroll, and billing matters. • Perform regular sight visitations of all outside vendors, including regular physician, dentist, therapist, and regional center consultation meetings. Recognition & Awards o 2010, 2012, 2014, 2015 Service Excellence Award o 2012, 2013, 2016 Patient Advocate Administrator of the year o 2011, 2014 Program Director of the Year

SALES ASSOCIATE, Bankers Realty, Torrance, CA 04/2001 to 06/2017 A Dynamic, innovative, and extremely motivated real estate sales professional, experienced in the buying and selling of property within the state of California. Assist clients in determining property values and market trends. EDUCATION AND CREDENTIALS o Los Angeles Harbor College, Wilmington, CA, ASSOCIATES OF ARTS, 1998 – 2002 Business Administration / Computer Science o University of California Los Angeles, Los Angeles, CA, BACHELOR OF ARTS, 2006- 2010 Afro AM Studies / Political Science, Concentration in Economics LICENSES OBTAINED Real Estate Sales Agent, P & C, Life, Health, & Disability, DPS 1, 2 and ARF Administrator License PROFESSIONAL DEVELOPMENT CALIFORNIA DEPT. OF REAL ESTATE, BROKERS LICENSE 2018 - In Progress ♦ PROFESSIONAL LIABILITY UNDERWRITER SOCIETY RPLU CERTIFICATION 2018 - In Progress ♦ INSTITUTE FOR CHARTERED P&C UNDERWRITERS ARM CERTIFICATION 2018 - In Progress ♦ INSTITUTE FOR CHARTERED P&C UNDERWRITERS AU CERTIFICATION 2019 - In Progress ♦ INSTITUTE FOR CHARTERED P&C UNDERWRITERS CPCU CERTIFICATION 2019 - In Progress ♦ Professional Selling Skills ♦ Prospecting Tools and Techniques ♦ Essentials of Communicating with Diplomacy and Professionalism ♦ The Upside of Upselling ♦ How to Attract New Customers ♦ Market for Success TECHNICAL PROFICIENCIES Microsoft Word, Access, Salesforce, Excel, Outlook, PowerPoint

Regional Board Candidate Packet