Peter Merino Email & Phone Number

Fresno, California Area

• Collected and stored insurance data of clients; as well as create and update client management systems• Sold a variety of products to businesses and individuals including: life, commercial, dwelling, health and automobile insurance• Successfully set appointments, followed up on leads and bridged policies through FSC rater to a variety of insurance carriers• Recognized as a Top 10 sales producer in the Central Valley. Sold 60-80 applications within a month with an average Broker… Show more • Collected and stored insurance data of clients; as well as create and update client management systems• Sold a variety of products to businesses and individuals including: life, commercial, dwelling, health and automobile insurance• Successfully set appointments, followed up on leads and bridged policies through FSC rater to a variety of insurance carriers• Recognized as a Top 10 sales producer in the Central Valley. Sold 60-80 applications within a month with an average Broker Fee of $150• Reconciled daily transaction reports and deposited cash into the bank Show less

Fresno, California Area

• Assisted the Controller and Accounting department with record keeping, data entry, filing, cash receipts and compliance reports • Responsible for updating expense reports and accounts payable• Assisted with Payroll calculations and depreciation allocations

Bachelor'S Degree, Bus Admin-Accountancy, B

Activities and Societies: Institute of Management Accountants

High School, Business Administration And Management, General, A

Activities and Societies: CSF Honors Society