CEO
Delgado Financial and Insurance Services Inc.
Oct 1999 – Present20 years 2 months
Working with Business Professional and individuals find insurance product that fit their needs.
Sr. Account Representative Commercial Lines
Susman Insurance Agency
Apr 2011 – Apr 20165 years 1 month
Brentwood, California
Worked with Commercial Accounts small and medium account size. Attended United States Liability Sales Course in P.A. . Worked with General Agent placing large commercial accounts such as Apartment Buildings, Condo's and Earthquake. Consulted businesses on Workers Compensation policies small and medium accounts.
Agency Owner
Sep 1999 – Oct 201011 years 2 months
Northridge, California
Owned and Operated an Allstate Insurance Agency. Managed 3000+ Policy Holders Auto, Home, Earthquake, Landlord and Personal Umbrella. We offered financial services to include, Financial Planning, Life, Health and Annuities. Series 6 and 63 Licensed
Sr. Claims Representative
Sep 1994 – Sep 19995 years 1 month
Woodland Hills
Worked in Non-Represented Bodily Injury Claims Unit. Handled Pending of about 60 cases a month. Negotiated Liability as well as settled claims amicably per company guidelines. Worked with Soft Tissue models as well as Minor Injury units and SIU.
Senior Financial Analyst
Allstate
Jun 1988 – May 19946 years
Responsibilities included premium and loss variance analysis. Premium, Loss and Expense plan tracking. Semi Annual, Annual and Strategic Plans for L.A. Metro Region to include catastrophic loss models. Present to Sales, Claims and Underwriting all figures surrounding each division.
Delgado Financial and Insurance Services Inc.
Oct 1999 – Present20 years 2 months
Working with Business Professional and individuals find insurance product that fit their needs.
Sr. Account Representative Commercial Lines
Susman Insurance Agency
Apr 2011 – Apr 20165 years 1 month
Brentwood, California
Worked with Commercial Accounts small and medium account size. Attended United States Liability Sales Course in P.A. . Worked with General Agent placing large commercial accounts such as Apartment Buildings, Condo's and Earthquake. Consulted businesses on Workers Compensation policies small and medium accounts.
Agency Owner
Sep 1999 – Oct 201011 years 2 months
Northridge, California
Owned and Operated an Allstate Insurance Agency. Managed 3000+ Policy Holders Auto, Home, Earthquake, Landlord and Personal Umbrella. We offered financial services to include, Financial Planning, Life, Health and Annuities. Series 6 and 63 Licensed
Sr. Claims Representative
Sep 1994 – Sep 19995 years 1 month
Woodland Hills
Worked in Non-Represented Bodily Injury Claims Unit. Handled Pending of about 60 cases a month. Negotiated Liability as well as settled claims amicably per company guidelines. Worked with Soft Tissue models as well as Minor Injury units and SIU.
Senior Financial Analyst
Allstate
Jun 1988 – May 19946 years
Responsibilities included premium and loss variance analysis. Premium, Loss and Expense plan tracking. Semi Annual, Annual and Strategic Plans for L.A. Metro Region to include catastrophic loss models. Present to Sales, Claims and Underwriting all figures surrounding each division.