Mark E. Buckley

Mark E. Buckley, CPCU, AIM, AU, API

Billerica, MA 01821

(978)808-9236

Website: www.markebuckley.com

EXPERIENCE:

Mark E. Buckley, Business Consultant, April 2003 to Present

• Preparing tax paperwork for contracting firm
• Designing Web Sites for various clients
• Revising work flows for better financial planning and future growth
• Advise on management of employees
• Create business plans
• Evaluate new business opportunities
• Manage sales efforts
• Create databases
• Develop target marketing strategies
• Train business owners and employees on use of computer software

Coldwell Banker Residential Brokerage Ins. Agency, Inc./DeWolfe Ins. Agency, Inc., Training and Quality Manager, June 2001 to April 2003

• Developed and designed new sales management database
• Revised all external customer correspondence in conjunction with merger and name change
• Managed staff of eight Processing Technicians including recruiting, hiring, appraising performance, and assigning tasks
• Coordinated training programs for agency
• Organized Agency Library
• Developed quality audit procedure
• Produced periodic reports on quality results and processing inventory
• Delivered insurance and operational training to DeWolfe Direct realtors
• Led task force in developing comprehensive Agency Operations manual
• Authored three articles for Legal Departments monthly publication
• Developed insurance content for company website

Fireman's Fund Insurance Company, Agency Underwriting Manager, July 1996-June 2001

• Developed growth strategies and managed assigned agencies toward profitable growth
• Provided product and procedural training to new company personnel
• Developed and delivered product training presentation to agencies
• Presented project proposal to Executive Board at home office Leadership Conference
• Participated in semi-annual business planning meetings at regional office in Pennsylvania
• Presented territorial strategic plan to regional audience

John Hancock Property and Casualty Insurance Companies, Senior Specialist, September 1990 to July 1996

• Audited team members' weekly work for quality evaluation
• Provided training and consultation to team members
• Developed plan for cross training of associates; co-led team which generated a formal report and implementation plan
• Led project team, which streamlined customer service and processing functions
• Edited 'Did You Know' employee information bulletin

Pitney Bowes, Inventory Specialist, Summer 1988 to September 1990

• Processed various inventory transactions
• Updated equipment distribution file and streamlined the operations manual for this file
• Trained employees for future updates and maintenance of the file

Insurance Library of Boston, Course Leader, CPCU 1, October 2000

EDUCATION:

The American Institute for Chartered Property Casualty Underwriters, Malvern, PA

• Associate in Personal Insurance, September 2000
  
• Associate in Underwriting, January 1998
  
• Associate in Management, January 1997
  
• Chartered Property Casualty Underwriter, May 1995

University of Massachusetts, Amherst, MA, Bachelor of Arts, Economics, September 1990

• Minor: Philosophy

COMPUTER SKILLS:

• Microsoft Word
• Microsoft Excel
• Microsoft Access
• Microsoft Works
• Microsoft Explorer
• Lotus Notes
• Lotus 1-2-3
• Symphony
• Quicken
• Microsoft Money
• Visio
• PowerPoint
• Quote Works
• Web Site Publishing

INTERESTS:

• Self-taught musician: Piano, Guitar, and Drums
• Member CPCU Society
• Little League Coach
• Independent study of Management, Marketing, Finance, Self-Improvement & Entrerpreneurship

REFERENCES:

Available upon request