Jake R Leonard

Commercial Insurance Producer

Name variants:
Jacob Leonard
Last updated May 23, 2024

Contact Information

Last Update
Jun 27, 2022
Email
ja**@hotmail.com, jl**@iwins.com
Location
Rocklin, CA

Workplace

InterWest Insurance Services
Commercial Insurance Producer

Sacramento, CA

Industry

Insurance

Work History

Commercial Insurance Producer

Sacramento, California
Guide my clients through the proces of purchasing insurance policies to protect both their business assets as well as their personal assets in the unfortunate event of a loss. My goal with e...
from 2013

Commercial Lines Insurance Producer

Sacramento, CA
Oct 2012 — Jan 2013

Community Development Intern

-Worked closely with Community Development Director designing projects and participating in community relations. -Develop budgets including monthly cash flow statements, income statements, a...
Jan 2011 — Jun 2011

Commercial Lines Producer

Rocklin, Ca
Began as a producer in training, and developed into a full time Commercial Insurance Broker. Was the only employee invited from the Brown and Brown office in Sacramento to the National Sale...
2011 — 2012

Assistant Fitness Manager

Elk Grove
-Managed team of personal trainers. -Efficient and productive concerning sales quotas for myself and trainers under my immediate direction. -Analyzed and developed training plans to optimize...
2006 — 2011

Project Manager

Rocklin, CA
2003 — 2008

Community Development Intern

2000 — 2011

Assistant Fitness Manager / Personal Trainer

2000 — 2007

Commercial Insurance Broker

8950 Cal Center Dr, Sacramento, CA 95826

Education

2008 — 2009

Bachelor of Business Administration in Business Management

Arkadelphia, AR

Occupations

Executive
Owner
Sales Specialist
Agent
Producer
Guide
Advisor
Health Specialist
Certified Nurse Aide
Chief Executive
Sales Representative
Tour Guide
Nurse
Nurse Practitioner

Skills

Insurance
Sales
Small Business
Customer Service
Commercial Insurance
Risk Management
Training
Public Speaking
Management
Team Building
Marketing
New Business Development
Workers Compensation
Leadership
Business Planning
Strategic Planning
Property and Casualty Insurance
Business Development
Account Management
Social Media Marketing
Microsoft Word
Selling
Cold Calling
Microsoft Office
Microsoft Excel
Time Management
Direct Sales
Sales Management
Customer Retention
Social Networking
Budgets
Umbrella Insurance
Coaching
Community Development
Ams360
Tam
Arm
Outside Sales
Non Profit Consulting
Non Profit Volunteer
Insurance Policies
Continuing Education
Customer Satisfaction
Contract Negotiation
Customer Relations
Trusted Advisor
Score
Rotaract
Chamber of Commerce
Business Counselor
Excel
Powerpoint
Outlook
Login