Mark E. Buckley

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

Billerica, MA 01821




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


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


  • 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


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


Available upon request