Joel Rubinstein

Current

Member Partner Insurance Associate at AAA NCNU

Past

Business Administration Department at Experience Unlimited
Account Manager at Insurance Personnel Service
Select Business Account Manager at San Francisco Insurance Center

Personal Lines Account Manager at Jaffe Schllosberg
Personal Lines Account Manager at Peck Stanton & Hockett
Temp Account Manager at Insurance Personal Service
Personal Lines Account Manager at CAL Insurance & Associates, Inc.
Personal Lines Account Manager at CAIB
Account Manager at Calco Insurance Brokers

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6 more...

Education

City College of San Francisco

Recommended

4 people have recommended Joel

Connections

72 connections

Industry

Insurance

Websites

Economic info http://www.walle

Joel Rubinstein’s Summary

Experienced Insurance Broker-Agent / Account Manager, with more than 20 years in the independent insurance agency industry. Ability to recognize and effectively evaluate client’s needs. Able to positively interact and communicate with all staff and customers. Strong risk assessment and analysis skills.

Joel Rubinstein’s Specialties:

Experienced with web based lead generation and client prospecting from carrier websites.

Joel Rubinstein’s Experience

Member Partner Insurance Associate

AAA NCNU

(Privately Held; Insurance industry)

August 2009 — Present (5 months)

Serviced and cross sold to AAA members, insurance, membership benefits. Plus servicing their needs for DMV, cashiering and mapping.
Business Administration Department

Experience Unlimited

(Non-Profit Organization Management industry)

August 2008 — August 2009 (1 year 1 month)

Business Operations Department Experience Unlimited
Non-Profit Organization Management industry

2008 – Present (less than a year)

* Efffectively worked in a team environment for the benefit of the organization.
* Data entry of new members.
* Assisted others by providing information about, and promoting the benefits of the organization.
* Managed the administration desk.
Account Manager

Insurance Personnel Service

(Privately Held; Insurance industry)

November 2007 — August 2009 (1 year 10 months)

Variety of temporary commercial and personal lines accounts positions.
Select Business Account Manager

San Francisco Insurance Center

(Partnership; 11-50 employees; Insurance industry)

November 2001 — October 2007 (6 years )

Serviced & sold commercial insurance accounts.
Personal Lines Account Manager

Jaffe Schllosberg

(Privately Held; 1-10 employees; Insurance industry)

October 2000 — October 2001 (1 year 1 month)

Serviced personal lines accounts.
Personal Lines Account Manager

Peck Stanton & Hockett

(Privately Held; 1-10 employees; Insurance industry)

June 1995 — October 2000 (5 years 5 months)

Serviced & sold personal lines accounts.
Temp Account Manager

Insurance Personal Service

(Privately Held; 11-50 employees; Insurance industry)

October 1992 — June 1995 (2 years 9 months)

Two long term account manager positions, as well as a few month long assignments.
Personal Lines Account Manager

CAL Insurance & Associates, Inc.

(Privately Held; 11-50 employees; Insurance industry)

October 1991 — October 1992 (1 year 1 month)

Serviced personal lines accounts.
Personal Lines Account Manager

CAIB

(Public Company; 11-50 employees; Insurance industry)

June 1990 — October 1991 (1 year 5 months)

Serviced PersonalLines accounts.
Account Manager

Calco Insurance Brokers

(Privately Held; 51-200 employees; Insurance industry)

August 1985 — June 1990 (4 years 11 months)

Services large, wealthy personal lines accounts.