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Casey Berube
Newburgh,IN
Summary
Knowledgeable Insurance Professional with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration.
Overview
21
21
years of professional experience
Work History
Owner/Operator
MCB Capital LLC
Saint Johnsbury, VT
07.2018 - Current
- Identified, acquired and renovated multiple properties
- Oversaw all aspects of the property flipping process from market research to listing, archiving strong return on investment
- Staged homes for optimal showings and quick sales
Insurance Agent
American Family Insurance
Eau Claire, WI
04.2008 - 06.2016
- Processed policy renewals and maintained account records with updates and changes.
- Sold various insurance products to customers based on risk tolerance.
- Received binder coverage by contacting underwriters and submitting necessary forms.
- Built customized insurance policies to suit individual customers.
- Calculated policy premiums and helped customers set up automated payments.
Client Service Representative
American Family Insurance
Hayward, WI
01.2006 - 02.2008
- Processed payments and other transactions by phone to help clients stay current on obligations.
- Called clients to follow up on issues and obtain information to facilitate timely resolutions.
- Trained new client service representatives, sharing best practices in conflict resolution and effective communication.
- Scheduled appointments for customers as required by their needs or concerns.
Education
Property And Casualty Insurance License - Insurance
Chippewa Valley Technical College
Eau Claire, WISkills
- RISK ASSESSMENT
- CUSTOMER RELATIONS
- TEAM LEADERSHIP
- INSURANCE CONSULTATION
- INSURANCE SALES EXPERTISE
- INSURANCE PROCESSES
- ORGANIZATION
- FRIENDLY, POSITIVE ATTITUDE
- SELF-DIRECTED
- Goal setting and achievement
Certification
ACTIVE P & C RESIDENT LICENSE FOR INDIANA
Timeline
Owner/Operator
MCB Capital LLC
07.2018 - Current
Insurance Agent
American Family Insurance
04.2008 - 06.2016
Client Service Representative
American Family Insurance
01.2006 - 02.2008
Property And Casualty Insurance License - Insurance
Chippewa Valley Technical College