Michael Lance Email & Phone Number

Frisco, Tx, Us

Provide a full range of catastrophe support services to insurance companies. Responsible for servicing all aspects of claims handling in the field. Inspect all the damage to the property, determine coverage for residential and commercial properties under the insurance policy, and settle and pay the claim while at the property. Consistenly in the top performing adjusters based on total authority and ability to handle complex claims.

Frisco, Tx, Us

Frisco, Tx, Us

Responsible for managing and being the sole contact for all major accounts at the company. Developed strong relationships with existing accounts to successfully cross-sell additional products and services. Source new customers from referral and cold calls. Report to the sales budget to achieve 100 percent of goal. Attend all trade shows and provide input to target industries.

Responsible for managing the business in its entirety, which included all aspects of sales and marketing, financial budgeting, employee management, accounting, implementation of business plan, and overall maintenance of shop equipment.

Fort Worth, Tx, Us

Worked to develop new business and manage a loan portfolio of $17 million.Self-generated $7 million in new business in 2004.Responsible for cultivating real estate loans, equipment loans, and lines of credit for businesses that haverevenues between $1 million and $25 million.Continued to develop a referral network of CPAs and Attorneys.Continued to use the Metrocrest Chamber of Commerce as a source of new business.Developed majority of business within a 10 mile radius.Recommended loan approvals and denials based on customer loan application reviews.Originated, reviewed, processed, closed and administered customer loan proposals.

Dallas, Tx, Us

Worked to develop new business and manage a loan portfolio of $12 million.Self-generated $5 million in new business in 2003 through cold calls and referrals.Responsible for cultivating real estate loans, equipment loans and lines of credit for businesses that haverevenues between $1 million and $25 million.Developed a referral network of CPAs and attorneys.Actively engaged and sourced business through the Metrocrest Chamber of Commerce.Majority of marketing efforts were concentrated within a ten mile radius of the bank.Maintained confidentiality of bank records and client information.Increased new bank relationships within the local community 20% by executing quarterly promotions.Recommended loan approvals and denials based on customer loan application reviews.

Milwaukee, Wi, Us

AgentSales/Business Development Built a successful life and health insurance business from the groundup and expanded to include more broad based financial consultant advice, through mutual funds, IRA'sand other investment vehicles.Sourced new leads from networking, cold calling and referrals from existing clients.Consistently awarded the "Best Year Ever" 3 years in a row.Successful completion of continuing education requirements.Group 1 insurance license, and Series 6 and 63.Identified and qualified customer needs, developed sales strategies and negotiated and closes profitableprojects with a 85% success rate.Consistently hit and exceeded sales goals by 20%.Developed and maintained long-term relationships with policyholders and small business entities

Bachelor Of Business Administration (Bba), Marketing

Bachelor Of Business Administration (Bba), Marketing

General Studies