Lisa Applegate
310-626-6291 (O); 310-626-6294 (F); 310-283-2767 (C); lisa@applegatepro.com (EM)
Summary
|
June 1999 – Present |
Applegate Insurance Services ( www.applegatepro.com )
President
Operating an independent property, casualty, life, health and disability insurance agent-broker company in the South Bay Region of Southern California specializing in insurance products and services for the legal profession.
Aon Enterprise Insurance Services
Sales Executive
Responsible for the production of insurance products and services for the Los Angeles County Bar Association. Responsibilities include writing commercial property and casualty packages, automobile, excess liability and workers compensation for lawyers in coordination with the Aon Professional Liability program, Attorneys Advantage. Strong emphasis on remote service, e-commerce strategy and data management in the sales process.
Personally responsible for writing 100+ new accounts in the year 2000 and averaging a new account sale per day in the year 2001.
Work experience
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August 1991 - June 1999 |
Applegate Insurance Services
Sole Proprietor
Operated as an independent life, health and disability insurance agent in the South Bay Region of Southern California. Duties included personal production, service and process management.
|
November 1986 - February 1992 |
Mutual Benefit Life Insurance Company/The Curry Insurance Agency
Agent
Duties included personal production, service as well as sales training of a large national life, health and disability agency.
|
November 1984 - November 1986 |
Liberty Mutual Insurance Company
Sales Agent
Entry-level new business sales position responsible for
direct production of commercial property/casualty policies including automobile
and workers compensation. Full
|
March 1982 - November 1984 |
TRW
Technical Pricing Assistant
Initial job after graduating college responsible for team support in the pricing of governmental satellites and other communication systems. Position required Federal security clearance.
Education
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June 1980 |
Bachelor of Arts in History
Degree work emphasized History with a minor in Biology. Honors Project in History.
Extracurricular activities
United
Accreditations
Licensed Life, Health & Disability Insurance
Agent/Broker –
Licensed Fire & Casualty Insurance Agent/Broker –
References
On Request