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
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