Stephen Gil Email & Phone Number

Fairfax, Virginia, United States

Under general supervision, but following established policies and procedures serves as an Insurance Agent responsible for sales and service of property/casualty insurance products generated through warm leads. Performs duties and responsibilities in accordance with The Apple Way principles, of Team Up, Serve with Purpose, Challenge Yourself and Own It. Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Performs other insurance sales and/or administrative duties as assigned by the Director of Property and Casualty Insurance.Responsible for selling and servicing property and casualty insurance products to credit union members which are generated through warm leadsResponsible for achieving individual written premium goal.Maintain proficiency of insurance company underwriting guidelines and policies and procedures.Maintain insurance company relationships to maximize volume and positive loss ratios. Adjust front line underwriting under the direction of the VP or Apple Financial Services or the senior insurance advisors.Reconcile individual agency commission report to determine monthly commission payoutResolve client conflicts with insurance company personnel.Fulfill insurance license continuing education requirements to maintain license in good standing.

Fairfax, Virginia, United States

Acquired fundamental insurance skills & State license to assist in P&C Insurance at agency to clients• Responsible for renewal processing, servicing property/casualty insurance clients and perform insurance sales, service and/or administrative duties as assigned by management.• Maintain proficiency of insurance company underwriting guidelines and policies and procedures.• Become proficient in AMS-360 Agency Management System and Zyware marketing software.• Worked on duties assigned by other Insurance Advisors such as RCEs for Homes and reviewing current policies limits/coverages

Fairfax, Va

Built upon pedagogy skills to communicate mathematically to college level students• Assisted students in mastering course material via Zoom as well as face to face during lectures• Hosted office hours for students experiencing difficulty parsing Calculus concepts and lead them to concept mastery, including students who were not native English speakers

Alexandria, Va

Developed pedagogy skills to communicate mathematically with a diverse level of students • Tutored students of various ages (individually and in groups) in mathematics topics including: elementary mathematics, Algebra I, Algebra II, Geometry, Pre-Calculus

Alexandria, Va

Developed leadership acumen and ability to manage client and associate relationships • Supervised and oversaw the Guest Service department and helped management to oversee associates• Collaborated with Management to aide in inventorying, billing, and preparation for meetings• Seasonally taught basic concepts in golf to coach beginners, aged 8-16 years old • Contributed to hiring decisions and training new associates