Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Gerald Stintzi

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Overview

63
63
years of professional experience

Work History

Insurance

Self Employed Services
04.1960 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Processed eligibility and benefits verification and authorization requests.
  • Maintained confidentiality of patient finances, records, and health statuses.
  • Resolved discrepancies in insurance payments by collaborating with carriers.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Acted as subject matter expert, answering internal and external questions and inquiries.

Education

No Degree - Law (Pre-Law)

Gonzaga
Spokane, WA

Skills

  • Operational Efficiency
  • Team Training
  • Policy Management Expertise
  • Professional Relationships
  • Product Knowledge
  • Sales Quota Achievement
  • Agent Support
  • Policy Adjustment Knowledge
  • Customer Follow-Up
  • Quotes and Sales
  • Business Planning
  • Quote Information

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Achieved Financial Planner by completing help established information about different products.


Additional Information

  • Awards from the Insurance Industry Million Dollar Club Award, 17 years.Penn Mutual Regional Man of the Year, 16 years Awarded for Outstanding Achievement, President's Award 1961, 1970, 1975.Gerald R. Stintzi, Jr. Aetna's Life and Group Leader's Club.National Achievement Award by the National Association of Life Underwriters, 14 years.National Quality Award, 16 years .National Pacesetter Award presented by Fortune. Awarded Top Club Honors, 28 years, (over a Million per year of Life Production).Awarded Royal Blue Club, 21 years, (over Two Million of Life Production and $45,000.00 of first yearcommission). MEMBER MILLION DOLLAR BULNDTABLE, The Golden Eagle Award ( $85,000.00 or more of first year commissions), 6 years.Century Club Award (100 cases or more per year), 20 years.Speaker at National Conventions, four times.International Salesman - Distinguished Salesman Award. William Penn Award, 14 times, (bring Agents into the Life Business).Honored by the Saturday Evening Post for hitting the Top Club of Life Insurance Underwriters,February 10, 1966.Whale of an article for Penn Mutual, Twice.
  • 2) I have qualified several times for the National Quality Award backed by the National Association of Life Underwriters.3) I have 100% Retention from Philadelphia Life and up to thisdate, (12 months) have sold 124 cases.4) See all letters from Penn Mutual Home Office VIPS."Regarding the number of cases."1) I have qualified for Penn Mutual's Century Club for 24 yearswhich is at least releasing 100 cases per year.In some of the years as Penn Mutual Man of the Year, I paidfor 177 cases in 1970. In 1971 I paid for 196 cases, which broke a standing record of over 100 years, (see letters from VIPS).2) Noted by Million Dollar Round Table, and National Life Underwriters,that less than 1% of all the Life Insurance people write One Milliondollars of business per year. I write over One Million per month,which Penn Mutual and Philadelphia Life would agree too.John Berger, Ex-General Agent, and Vice President of Penn Mutual,Jack Sherman Ex-General Agent, and Sean Morgan Ex-Regional Manager,all would agree that in Oregon,Montana, Idaho, and Alaska I have bee the top salesman for Penn Mutual. PreAn Article by Penn Mutual that I found shows as of Sept. 1987 I am listed the 5TH biggest producer in the United States.The Penn Mutual had a contest for the year (included is article)and instead of just qualifying for it I did triple the amount ofproduction needed.Member: Golden Eagle, Royal Blue, Million Dollar Club, Century ClubSprint quarterly June 1998 Volume 2 Number 2 Published quarterly for members of the Sprint Partners Program

Timeline

No Degree - Law (Pre-Law)

Gonzaga

Insurance

Self Employed Services
04.1960 - Current
Gerald Stintzi