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RssMultiple Distribution Channel Insurance Executive

Versatile and creative insurance executive with outstanding reputation in the New York/New Jersey financial services community. Outstanding technical expertise in the use of life insurance products in advanced sales markets. Superior life and health insurance product knowledge. Proven ability to develop administrative systems to effectively process new business and provide best in class customer service. Skilled relationship builder and recruiter of new producers as long experience in the industry provides the ability to determine producer markets and provide products and services to enhance the producer�s financial services practice. Able to use and improve established marketing strategies, and develop and synthesize new ones.

Insurance Sales Manager

Tenafly, NJ

About Me




Insurance Sales Manager


Most recently as Brokerage Manager and Operations Manager for the Pacific Life New York/New Jersey Regional Life Office (2001-Present) - Developed advanced market case designs and sales illustrations for over 2000 producers Provided sales support and competitive market analysis to producers. Created marketing plans to increase market share in region. Oversight for all administrative functions. Resolved new business and customer service issues. Sales development and marketing to new and existing producers. Started Lampert Brokerage Service, Inc., a Life and Health Brokerage General Agency (1985-2001) Recruited and trained producers from multiple distribution systems and other financial service professionals to sell agency products, which included life, health, annuities, long-term care, and payroll deduction life and health insurance. Provided product and illustration training to producers. Developed specialized cross-selling marketing strategies for property and casualty agencies. Supervised staff of three full time, two part-time employees, and two brokerage account representatives. Excellent personal producer all insurance lines n Managed agency with profit loss responsibility.

Ideal Companies:

Prudential, MetLife, AIG, Guardian, NY Life

Education level:


Will Relocate:



Tenafly, NJ

Major Responsibilities

Operations Management: Familiar with sales process from initial client contact to post-issue customer service. Developed administrative systems to process new business and initiate policyholder service in an efficient and cost-effective manner. Responsible for salary administration and performance reviews for administrative staff. Key contributor to the growth of the New York/New Jersey Pacific Life Regional Life Office which has grown from two (2) employees in 2001 to eleven (12) employees in 2007. Strategic Planning: Goal-oriented manager who believes in harnessing others strengths in order to reach goals. Able to focus on big picture while managing project details through effective use of subordinates. Strong leader with superior written & verbal communication skills. Able to motivate others to achieve enterprise goals.

Work Experiences

11/2001 - Present



1/1986 - 10/2001

Lampert Brokerage Service, Inc