Brian Stone Email & Phone Number

Elk Grove, California, United States

As a advisor for the Leavitt Group my goal is to be a resource for my clients that can help bring clarity regarding the options that are currently available for their business in today’s insurance marketplace.• Insurance Marketplace Quote Overview • XMOD Rate & Worksheet Review (Your XMOD deserves a conversation!)• Policy Coverage Analysis• Narrative Generation• Written Safety Program Recommendations• Unit Stat Report Review / Claims ReviewIf you have any questions or would like to set a consultation, submit your information online or contact me directly at (916) 405-9187.

Industry specialist in surety bonds specifically for motor vehicle dealers, contractors, notary, and finance companies. Managed all aspects of JIC surety clientele book. On a daily basis duties range from conducting market research, new business follow up, quote preparation, handling all delinquent accounts, mail preparation including new purchases, renewals terms, and notices of intent. Alternate duties included using adobe illustrator, photoshop, excel, and slack to collaborate with the marketing team to produce content for new products and applications processes for the company.

Specializing in contractors license bonds, disciplinary bonds, LLC employee worker bonds - Provided quotes for general liability insurance products. Duties included answering calls, daily follow up, preparing quotes, executing policies.

Midtown - Sacramento, California

- Responsible for preparation of daily restaurant tasks. Prepared meals to be served as well took daily inventory and prepared orders for restocking through SYSCO. - Placing and taking orders for specials events as well as engaging the customers to make the restaurant a fun, family-friendly atmosphere. Reliable host for activities taking place in the restaurant.- Trainer of workplace etiquette and proper food handling techniques. Took responsibility for managing and ensuring proper education was given to fellow employees regarding customer service and support.

Raley Field

-Responsible for the coordination of all River Cats promotional events, volunteer services, and VIP guest services. - Worked to create and help contribute to River Cats “Coca Cola Groove Crew” performing and teaching. Was also involved in creating crown enthusiasm, spirit, and willing attitude to help organization serve their fan base and target market- Prepared for daily promotional activities: on-field games/activities, pre-game giveaways and upkeep promotional items/equipment as well as assisted in-game promotions with fan selections and contestants

-Responsible for coordination of parking control for private parties. -Secured all vehicles and ensured the safety and care of all clientele vehicles. -Provided professional services and hospitality.

Customer Service - Race CoordinatorFacilitated "Race Days", Birthday parties, High School Sober Grad nights, daily maintenance responsibilities, ensuring a fun filled/safe environment for all racers.

- During my tenure, I was responsible for helping clear our chapters roughly $10,000 in debt with the International fraternity. We worked with the past chapter consultants Kevin Delie and Franco Tavera to create a payment plan that would allow us to operate as a fully function fraternity while becoming financially free of debt by the end of the Spring 2013 semester.- Managed a semesterly budget of nearly $100,000. The focus of our semester was based on responsible spending, implementing the use of a standardized budget, as well as focusing on rebuilding a core value of budgeting with complete transparency.- Our collections rate jumped to an all time high of over 97% due to a fluid and transparent budget.

-Completed installation of new file storage wing. -Responsible for sorting through parole medical files to access if records should be kept of disposed of. -Worked in groups on projects for creating new space for files. -Manual labor requiring 40lbs of lifting per box of case files.