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