David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc

David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc Email and Phone Number

Owner and Licensed Insurance Broker @ Irwin Financial Services, LLC
South Bend, IN, US
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc's Location
South Bend, Indiana, United States, United States
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc's Contact Details

David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc personal email

David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc phone numbers

About David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc

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

David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc's Current Company Details
Irwin Financial Services, LLC

Irwin Financial Services, Llc

View
Owner and Licensed Insurance Broker
South Bend, IN, US
Employees:
1
David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc Work Experience Details
  • Irwin Financial Services, Llc
    Owner And Licensed Insurance Broker
    Irwin Financial Services, Llc
    South Bend, In, Us
  • Annuity Gator
    Licensed Annuity Specialist
    Annuity Gator Mar 2023 - Present
  • Irwin Financial Services, Llc
    Owner/Licensed Sales Representative
    Irwin Financial Services, Llc Oct 2011 - Present
    Use a consultative approach to sell and service Medicare Advantage (MA/MAPDs), Medicare Supplement and Medicare Prescription Drug Plans (PDPs).
  • The Auto Club Group
    Insurance Sales And Service Representative
    The Auto Club Group Aug 2015 - Jul 2016
    Dearborn, 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.
  • Insurance Career Training, Inc.
    Instructor
    Insurance 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.
  • Aegis Communications
    Licensed Agent/Customer Care Professional
    Aegis Communications 2008 - 2009
    * Sold, serviced and retained Medicare Part D plans in an inbound call center. Client company was UnitedHealthcare/AARP.
  • Aegon Direct Marketing Services/Stonebridge Life
    Licensed Agent
    Aegon Direct Marketing Services/Stonebridge Life 2007 - 2008
    The Hague, South Holland, Nl
    Retained, serviced and sold life and supplemental health insurance and membership products in an inbound call center.
  • Rosemont Investment Corp.
    Registered Representative
    Rosemont Investment Corp. 2000 - 2008
    Series 7, 63 and 65 independent contractor. Separated from my broker-dealer effective 12/31/2008.
  • Sherwin Williams
    Field Auditor/Internal Audit Department
    Sherwin Williams 2005 - 2006
    Cleveland, Oh, Us
    Responsible for planning and conducting financial and operational audits on the company's retail stores located in the Dallas, Texas audit zone.
  • Sentry Insurance
    Sales Representative
    Sentry Insurance 1997 - 1999
    Stevens Point, Wi, Us
  • Cna Insurance
    Accountant Iii, Investment Reporting
    Cna Insurance 1995 - 1996
    Chicago, Illinois, Us
  • Price Waterhouse (Now Pricewaterhousecoopers)
    Accountant, Financial Services Industry Practice (Fsip)
    Price Waterhouse (Now Pricewaterhousecoopers) 1994 - 1995
    Gb
  • Monroe Guaranty (Now Part Of Fcci Insurance Group)
    Senior Underwriter
    Monroe Guaranty (Now Part Of Fcci Insurance Group) 1990 - 1992
    All-lines underwriter (Package, Workers Compensation, Automobile, Inland Marine, Crime and Umbrella)
  • K&K Insurance Group
    Account Executive (Sports Division) Then Marketing Representive (Brokerage Services Division)
    K&K Insurance Group 1990 - 1990
    Fort Wayne, In, Us
  • Northbrook Property And Casualty
    Senior Account Underwriter
    Northbrook Property And Casualty 1988 - 1989
    All-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.
  • The Hartford
    Property/Package Underwriter
    The Hartford 1986 - 1988
    Hartford, Ct, Us
    Underwrote Property, Package, Automobile, Inland Marine and Crime.Produced the largest new business Package account for desk underwriters in the Chicago office.
  • Chubb Group Of Insurance Companies
    Boiler And Machinery Underwriter
    Chubb Group Of Insurance Companies 1984 - 1986
    Ch
    Underwrote 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

Cpcu Insurance Retirement Planning Medicare Sales Teaching Medicare Advantage Life Insurance Underwriting Medicare Prescription Drug Plans Real Estate Marketing Instructing Workers Compensation Customer Service Casualty Property And Casualty Insurance General Insurance Commercial Insurance Health Insurance Commercial Lines General Liability Call Centers Employee Benefits

David J. Irwin, Flmi, Cpcu, Au, Arm, Aiaf, Ais, Apa, Arc Education Details

  • University Of Notre Dame - Mendoza College Of Business
    University Of Notre Dame - Mendoza College Of Business
    Accounting And Finance
  • University Of Notre Dame
    University Of Notre Dame
    Economics And Government And International Affairs
  • James Whitcomb Riley High School
    James Whitcomb Riley High School
    Diploma

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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