Hi, I’m
Allen Smith
Rossville,GA
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and caring customer service skills.
Overview
25
years of professional experience
1
Certification
Work History
Symmetry Financial Group
Licensed Insurance Broker / Key Leader
10.2016 - Current
Job overview
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Analyzed market data to identify potential growth areas within the local community, targeting prospective clients through promotional campaigns or direct outreach efforts.
- Conducted thorough risk assessments for potential clients, identifying potential exposures and recommending appropriate coverage levels.
- Increased client satisfaction by providing personalized insurance advice and policy recommendations.
- Collaborated with underwriters to negotiate favorable policy terms and rates for clients, ensuring optimal coverage at competitive prices.
- Assisted in training new brokers on company procedures, product offerings, sales techniques, and compliance requirements.
- Mentored junior brokers in their professional development by sharing expertise and insights gained over years in the industry.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Participated in professional development opportunities such as conferences and workshops to remain current on industry best practices and emerging trends within the insurance field.
HomeServe USA
Insurance Agent
01.2011 - 01.2019
Job overview
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Olan Mills Photography
Account Executive
08.2008 - 08.2010
Job overview
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
HSBC
Account Executive /Senior Mortgage Loan Officer
08.2005 - 07.2008
Job overview
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Guided clients through buying process, from initial contact to post-sale support, ensuring smooth and positive experience.
- Facilitated resolution of client issues by acting as liaison between customer service and technical teams.
GNC
Business Manager
01.2000 - 08.2005
Job overview
- Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
- Increased overall team productivity by fostering a positive work environment and providing effective leadership.
- Oversaw financial operations, maintaining accurate records and ensuring compliance with industry regulations.
- Successfully managed organizational change initiatives, minimizing disruptions to daily operations while achieving desired outcomes.
- Drafted reports and documents to improve correspondence management, schedule coordination and recordkeeping.
- Assisted with hiring process and training of new employees.
- Coordinated team schedules to keep shifts properly staffed during busy periods.
- Mentored junior staff members, helping them grow professionally and contribute more effectively to the team''s goals.
- Worked full-time while attending school full-time as well.
Education
Dalton State College, Dalton, GA
BBA from Management
05-2005
Skills
- Underwriting principles
- Financial Planning
- Licensed Insurance Agent
- Appointment management
- Team training and development
- Product Knowledge
- Customer Retention
- Customer Needs Assessment
- New Business Development
- Account Management
- CRM Tracking
- Consultative Sales Techniques
Accomplishments
- Mentored team of 30 plus agents.
- Collaborated with team of 5 in the development of PreSchool Division at Olan Mills.
- Golden Pen Award Winner 2022 and 2023
- Top Builder Award 2022 and 2023
- Received Numerous Promotions with every company I've worked with
Certification
- Licensed Life, Health, Property and Casualty Insurance in 15 states
Timeline
Licensed Insurance Broker / Key Leader
Symmetry Financial Group
10.2016 - Current
Insurance Agent
HomeServe USA
01.2011 - 01.2019
Account Executive
Olan Mills Photography
08.2008 - 08.2010
Account Executive /Senior Mortgage Loan Officer
HSBC
08.2005 - 07.2008
Business Manager
GNC
01.2000 - 08.2005
- Licensed Life, Health, Property and Casualty Insurance in 15 states
Dalton State College
BBA from Management
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