Joseph Weintz Email & Phone Number

San Jose, California, United States

Assist primarily in Middle Market.Process policy and policy change information, including change requests and cancellations.Issue certificates, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence as directed.Request loss run reports and MVRs.Process incoming email and phone requests, responding promptly and appropriately.Assist with online and paper submissions.

Denver, Colorado, United States

Liberty Mutual, a Fortune 75 Company, recently transitioned local Sales Agents to Comparion Insurance Agency, which continues to backed by Liberty Mutual. Now we are able to offer products from several insurance companies in addition to Liberty Mutual. Additional products and insurance solutions will strengthen my ability to help protect your assets and family.

Denver, Colorado, United States

Utilized consultative sales techniques to close business sales.Assisted in the processing of new business, including contacting customers to finalize sales and service transactions.Identified cross selling opportunities. Meet or exceeded monthly goals for new business sales. Assisted in binding $30-$40k new business per week. Handled common objections and educated customers in a consultative manner.Was a resourceful team player and lead local and regional carrier trainings.Routinely made 20-30 outbound calls per day.

Denver, Colorado, United States

Utilized consultative sales techniques to close business sales.Assisted in the processing of new business, including contacting customers to finalize sales and service transactions.Identified cross selling opportunities. Generated $20-$30k in new business per month. Handled common objections and educated customers in a consultative manner.Brokerage was licensed in ~40 states - learned state-specific coverages and requirements.

San Jose, California

Worked closely with clients to obtain home, auto, umbrella, and other miscellaneous insurances.Advised on appropriate coverages and limits.Collected client data for new quotes and upcoming renewals.Submited completed applications/Acords to carriers & wholesalers. Presented marketing recap for renewals and new business.Collected all underwriting subjectivity information from clients and deliver to carriers.Completed coverage by delivering policy; planning future follow-ups and evaluations of needs.Issued binders, certificates, various policies, endorsements and other related items; verifying accuracy; forwards them to client with appropriate correspondence.Prepared summaries of insurance, schedules and proposals.Upon policy issuance, updated all client policy information. Sent updated policy documents to clients after issue of policy or endorsement.Issue Certificates of Insurance for clients

Worked closely with clients to obtain commercial insurance. Collected client data for new business and upcoming renewals.Submited completed applications/Acords to carriers & wholesalers. Collected all underwriting subjectivity information from clients and deliver to carriers.Completed coverage by delivering policy; planning future follow-ups and evaluations of needs.Issued binders, certificates, various policies, endorsements and other related items; verifying accuracy; forwards them to client with appropriate correspondence.Prepared summaries of insurance, schedules and proposals.Issue Certificates of Insurance for clients.Worked with several A+ rated carriers

Received, sorted, and routed email, mail, and phone calls for 50+ Agents.Processed endorsements.Worked closely with Insurers, Clients, and Agents.Issued quotes and policies in a timely manner.Use of EZLynx Comparative Rater & Agency Management Software, and the following carrier on-line raters: Kemper, Mapfre, Mercury, Safeco, The Hartford, and Travelers

Santa Clara, California

Direct calls and respond to inquiries.Receive, sort, and verify vendor invoices.Maintain ledger to ensure that all payments are accounted for and properly posted.Collect on accounts by contacting customers via mail, phone, and email.Process, organize, and file deposit receipts as invoices are paid.Maintain company filing system.Perform additional tasks as assigned.Use of QuickBooks, Microsoft Word, Excel, and Outlook

Sunnyvale Ca

Provided daily support to CEO/President.Maintained appointment and activity calendar.Documented accurate statistical reports of student enrollments, program demand, and social media.Coordinated communication for administrators, instructors, and parents.Filed a variety of papers and forms into appropriate file organization.Received, screened, and routed telephone calls and emails; responded to messages in a timely manner.Provided information to teachers and public regarding policies, procedures, and programs.Reviewed and composed a variety of documents including contracts, parent letters, flyers, and other items as assigned.Observed instructors and provided detailed reports back to CEO.Scheduled observations, interviews, appointments, and other events.Ensured employee records and requirements comply with various municipal contracts.Use of Microsoft Word, Excel, and Google Docs

Belmont, Ca

Assisted Dentist and multiple Dental Hygienists to successfully provide dental procedures to patients in skilled nursing facilities.Verified patient’s dental history and insurance.Arranged productive schedules according to the requirements of various providers.Transcribed oral notes of dental providers to enter into hosting software.Responsible for entry of detailed information including patient condition, treatment completed, andnecessary follow-ups.Provided customer service to patients, responsible parties, nurses and administrators.Relayed specific instructions to support staff and office employees.Worked with direct and indirect supervision; also worked independently in home office.Maintained patient privacy according to HIPAA guidelines.

High School Diploma

Dental Assisting/Assistant

This course prepares students to work in a dental office as a chair-side assistant. Students will learn dental terminology and anatomy.