David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc Email and Phone Number
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc personal email
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David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc phone numbers
MBA with multitude of insurance experience seeking new opportunity as a Property-Casualty Underwriter on the company side or as an Client Manager/Account Manager on the agency/brokerage side of the business. First licensed for Life, Accident & Health in 1983 and Property-Casualty in 1990. Prior experience includes six plus years of commercial lines underwriting including two years of Boiler and Machinery, four plus years of Package, Property, General Liability, Inland Marine, Crime and Auto and two plus years of Workers Compensation and Umbrella underwriting.PROFESSIONAL DEVELOPMENT ACTIVITIES LEADING TO PROFESSIONAL DESIGNATIONS:Property-Casualty:*AIM awarded by the Insurance Institute of America*ASLI awarded by the Insurance Institute of America*ARM-P awarded by the Insurance Institute of America*ARC awarded by the Insurance Institute of America*APA awarded by the Insurance Institute of America*AIS awarded by the Insurance Institute of America*AIAF awarded by the Insurance Institute of America*ARM awarded by the Insurance Institute of America*AU awarded by the Insurance Institute of America *CPCU awarded by the American Institute of CPCULife, Accident & Health:*Fellow, Life Management Institute awarded by the Life Office Management AssociationLICENSESProperty-Casualty:*IN resident license*MI non-resident licenseLife, Accident & Health:*IN resident license*MI, NC, NM, OH, PA, SC, TN & TX non-resident licensesSecurities:*FINRA Series 65 (not FINRA registered since 01/2009)*FINRA Series 7 (not FINRA registered since 12/2008)*FINRA Series 63 (not FINRA registered since 12/2008)Specialties: Property-Casualty; Life, Accident and Health; Securities
Irwin Financial Services, Llc
View- Website:
- IrwinFinancialServices.com
- Employees:
- 1
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Owner And Licensed Insurance BrokerIrwin Financial Services, LlcSouth Bend, In, Us -
Licensed Annuity SpecialistAnnuity Gator Mar 2023 - Present -
Owner/Licensed Sales RepresentativeIrwin Financial Services, Llc Oct 2011 - PresentUse a consultative approach to sell and service Medicare Advantage (MA/MAPDs), Medicare Supplement and Medicare Prescription Drug Plans (PDPs). -
Insurance Sales And Service RepresentativeThe Auto Club Group Aug 2015 - Jul 2016Dearborn, Mi, Us*Provide support to the Field Sales environment by developing and servicing existing accounts, performing outbound prospecting and retention calls, processing applications, renewals and amendments and resolving customer problems.* Provide price quotes on all insurance products which factor in all applicable rules (underwriting, business, etc...) and discounts in an effort to complete the sale.* Respond to inquires and explain product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various membership and insurance products.* Recognize and promote cross-sales opportunities within the context of servicing a change to an existing member's policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with corporate policies and procedures and state rules. -
InstructorInsurance Career Training, Inc. Sep 2010 - Apr 2012* Taught Property & Casualty and Life, Accident and Health pre-licensing classes until ICT discontinued offering the classes in the South Bend market.
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Licensed Agent/Customer Care ProfessionalAegis Communications 2008 - 2009* Sold, serviced and retained Medicare Part D plans in an inbound call center. Client company was UnitedHealthcare/AARP.
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Licensed AgentAegon Direct Marketing Services/Stonebridge Life 2007 - 2008The Hague, South Holland, NlRetained, serviced and sold life and supplemental health insurance and membership products in an inbound call center. -
Registered RepresentativeRosemont Investment Corp. 2000 - 2008Series 7, 63 and 65 independent contractor. Separated from my broker-dealer effective 12/31/2008.
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Field Auditor/Internal Audit DepartmentSherwin Williams 2005 - 2006Cleveland, Oh, UsResponsible for planning and conducting financial and operational audits on the company's retail stores located in the Dallas, Texas audit zone. -
Sales RepresentativeSentry Insurance 1997 - 1999Stevens Point, Wi, Us -
Accountant Iii, Investment ReportingCna Insurance 1995 - 1996Chicago, Illinois, Us -
Accountant, Financial Services Industry Practice (Fsip)Price Waterhouse (Now Pricewaterhousecoopers) 1994 - 1995Gb -
Senior UnderwriterMonroe Guaranty (Now Part Of Fcci Insurance Group) 1990 - 1992All-lines underwriter (Package, Workers Compensation, Automobile, Inland Marine, Crime and Umbrella)
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Account Executive (Sports Division) Then Marketing Representive (Brokerage Services Division)K&K Insurance Group 1990 - 1990Fort Wayne, In, Us -
Senior Account UnderwriterNorthbrook Property And Casualty 1988 - 1989All-lines underwriter (Package, Workers Compensation, Automobile, Inland Marine, Crime and Umbrella)Managed the largest field account for the company, increasing the premium from $750,000 to $1,000,000 plus on renewal.
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Property/Package UnderwriterThe Hartford 1986 - 1988Hartford, Ct, UsUnderwrote Property, Package, Automobile, Inland Marine and Crime.Produced the largest new business Package account for desk underwriters in the Chicago office. -
Boiler And Machinery UnderwriterChubb Group Of Insurance Companies 1984 - 1986ChUnderwrote monoline Boiler and Machinery policies and the Boiler and Machinery portion of Package accounts.Promoted and transferred from Chicago to Pittsburgh where I was responsible for the Cincinnati book of business.
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc Skills
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc Education Details
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University Of Notre Dame - Mendoza College Of BusinessAccounting And Finance -
University Of Notre DameEconomics And Government And International Affairs -
James Whitcomb Riley High SchoolDiploma
Frequently Asked Questions about David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc
What company does David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc work for?
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc works for Irwin Financial Services, Llc
What is David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc's role at the current company?
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc's current role is Owner and Licensed Insurance Broker.
What is David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc's email address?
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc's email address is dj****@****aol.com
What is David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc's direct phone number?
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc's direct phone number is +157422*****
What schools did David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc attend?
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc attended University Of Notre Dame - Mendoza College Of Business, University Of Notre Dame, James Whitcomb Riley High School.
What skills is David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc known for?
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc has skills like Cpcu, Insurance, Retirement Planning, Medicare, Sales, Teaching, Medicare Advantage, Life Insurance, Underwriting, Medicare Prescription Drug Plans, Real Estate, Marketing.
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