Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
References
Timeline
Generic

Chuck Bader

Idaho Falls

Summary

Dynamic Insurance Advisor with High Point Insurance & Advisors, skilled in risk assessment and customer relationship management. Proven track record in policy evaluation and ensuring compliance with regulations.

Adept at educating clients on coverage options, leading to informed decisions and enhanced client satisfaction.

Committed to delivering tailored insurance solutions.

Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.

Overview

44
44
years of professional experience
1
1
Certification

Work History

Insurance Advisor

High Point Insurance & Advisors
IDAHO FALLS
08.2023 - Current
  • Developed robust referral networks by consistently interacting with business owners and industry professionals.
  • Engaged local businesses to showcase agency’s comprehensive insurance coverage offerings.
  • Identified insurance needs through in-depth interviews with potential customers.
  • Maintained detailed client profiles, including policy information and payment histories.
  • Handled inquiries and provided services via phone and email communications.
  • Created personalized quotes based on thorough analysis of individual needs for coverage.
  • Partnered with underwriters to accelerate processing of policy applications.
  • Educated clients on distinctions between various coverages to aid in decision-making.

Insurance Agent

American National Property And Casualty Company
Colorado Springs
10.2015 - Current
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Advised customers on the best ways to minimize risks associated with their assets.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.

Campaign Coordinator

Combined Federal Campaign
Colorado Springs
09.1999 - 12.2016
  • Supported development of creative marketing materials, including brochures, flyers, and social media content.
  • Organized and managed campaign-related events to enhance visibility and engagement.
  • Coordinated stakeholder meetings to discuss current campaigns and future initiatives.
  • Collaborated with external agencies and freelancers to execute campaign projects effectively.
  • Developed and monitored campaign budgets to ensure financial efficiency.
  • Worked across multiple departments, including PR, advertising, and design teams for cohesive project execution.
  • Assisted in preparing presentations for internal stakeholders on ongoing campaigns.
  • Fundraised and networked with donors to achieve monetary goals.

Postal Clerk

Postal Service
Colorado Springs
01.1988 - 12.2016
  • Distributed mail to customers with correct identification and proper postage.
  • Sorted and processed incoming mail by sorting into post office boxes, general delivery, and street address.
  • Assisted other clerks with difficult tasks related to processing large volumes of mail efficiently.
  • Offered support and advice to newer personnel to improve performance.
  • Loaded letters into automated processing equipment and maintained continuous flow when feeding letters to be sorted.
  • Operated mail processing equipment and manually sorted mail.
  • Handled undeliverable mail in accordance with established procedures.

Treasurer

APWU-CSAL #247
Colorado Springs
04.1999 - 09.2016
  • Reviewed invoices for accuracy before processing payments.
  • Ensured timely payment of vendors and creditors through regular follow-ups.
  • Researched and resolved discrepancies related to accounts receivable and payable issues.
  • Presented financial information at board meetings as needed.
  • Prepared monthly bank reconciliations and general ledger entries.
  • Maintained compliance with all applicable federal, state, local regulations regarding finance operations.
  • Developed and implemented policies to ensure responsible fiscal management.
  • Coordinated audits and participated in external audit process reviews.
  • Created detailed financial statements for senior leadership review.
  • Ensured compliance with all applicable laws, regulations, and policies.
  • Prepared quarterly reports summarizing organization's financial position.
  • Reviewed accounts payable and receivable activities to ensure accuracy of financial transactions.
  • Assisted with the preparation of annual budget reports and forecasts.
  • Managed cash flow forecasting activities in accordance with organizational goals.
  • Reconciled accounts with statements and invoices on monthly basis, investigating, and resolving discrepancies to maintain records accuracy.
  • Created quarterly and annual budgets to support organizational needs and expenses.
  • Developed annual budget and compared actual expenses against projected budget.

Political Organizer

Colorado AFL-CIO
Colorado Springs
01.2008 - 12.2012
  • Organized events such as rallies, town halls, fundraising dinners, and other activities to build support for a candidate or cause.
  • Facilitated communication between staff members working on different aspects of a campaign or issue initiative.
  • Recruited volunteers and interns to assist with canvassing efforts and data entry tasks.
  • Coordinated and managed grassroots political campaigns.
  • Built relationships with local leaders in order to secure endorsements for candidates or causes.
  • Developed and implemented outreach strategies to engage target audiences, including voter registration drives.
  • Collaborated with community-based organizations and key stakeholders to address community initiatives.
  • Inspired communities and individual citizens to mobilize and coordinate forces and develop tools to accomplish social change.
  • Mentored volunteers on assigned tasks to keep everyone operating at same level.
  • Mobilized, coordinated, and supported membership networks for collective bargaining campaigns.
  • Performed canvassing activities to drum up support and increase funds.
  • Conducted interviews with people from target populations to listen to concerns and amplify group's voice.
  • Trained members to develop skills, analysis and commitment toward mission.
  • Facilitated weekly meetings to discuss internal operational issues, current events, impacting community and advocacy.
  • Recruited, trained and oversaw organizational volunteers.
  • Conducted outreach to local community leaders and progressive organizations and assisted with local and regional on-site events.
  • Distributed informational pamphlets and legislative contact information.
  • Equipped groups of people and inspired institutions to work toward achievement of commonly articulated goals through collective action.
  • Interviewed potential clients, collecting personal information to determine eligibility for social assistance.
  • Built partnerships with related organizations to develop support and gain greater attention for important issues.

Marine Corps Recruit

Marine Corps Base Camp Pendleton
Camp Pendleton South
10.1981 - 10.1985
  • Inspected barracks areas for orderliness and cleanliness.
  • Received orders from chain of command and relayed them appropriately.
  • Provided guidance on proper safety protocols during field exercises.
  • Organized team building activities to promote camaraderie.
  • Conducted physical training exercises to maintain optimal fitness levels.
  • Mentored junior Marines on professional development topics.
  • Participated in daily inspections to ensure uniformity and cleanliness.
  • Utilized various weapons systems as part of marksmanship training.
  • Identified potential leadership qualities among fellow Marines.
  • Maintained accountability of personnel, equipment and supplies.
  • Ensured compliance with Marine Corps regulations and standards.
  • Assisted in the instruction of basic military knowledge and skills to new recruits.
  • Developed effective communication skills through rigorous verbal drills.
  • Performed close order drill movements in formation.
  • Served as an ambassador for recruiting events at local high schools.
  • Conducted regular war games without live ammunition to practice scouting, attacks and counteroffensive movements.
  • Cleaned and maintained weaponry following official procedures for optimum reliability.

Education

Some College (No Degree) - Financial Services

College For Financial Planning
Colorado Springs, CO

Some College (No Degree) - Insurance and Financial Services

The American College of Financial Services

Skills

  • Risk assessment
  • Policy evaluation
  • Sales strategy development
  • Problem solving
  • Time management
  • Networking proficiency
  • Conflict resolution
  • Marketing strategies
  • Leads prospecting
  • Compliance regulations
  • Customer relationship management
  • Client needs assessment
  • CRM software
  • Relationship building

Affiliations

  • Volunteer weekly for the kids ministry at church

Accomplishments

  • ANICO's Top 3 Life insurance producers in 2017

Certification

  • Chartered Retirement Planning Counselor
  • Financial Services Certified Professional

References

References available upon request.

Timeline

Insurance Advisor

High Point Insurance & Advisors
08.2023 - Current

Insurance Agent

American National Property And Casualty Company
10.2015 - Current

Political Organizer

Colorado AFL-CIO
01.2008 - 12.2012

Campaign Coordinator

Combined Federal Campaign
09.1999 - 12.2016

Treasurer

APWU-CSAL #247
04.1999 - 09.2016

Postal Clerk

Postal Service
01.1988 - 12.2016

Marine Corps Recruit

Marine Corps Base Camp Pendleton
10.1981 - 10.1985

Some College (No Degree) - Financial Services

College For Financial Planning

Some College (No Degree) - Insurance and Financial Services

The American College of Financial Services

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Chuck Bader