Accomplished Commercial Insurance Agent with a proven track record at BTJ Insurance/Leavitt Group, specializing in crafting tailored insurance solutions. Excelled in problem-solving and underwriting, enhancing client satisfaction and retention. Skilled in teamwork and collaboration, mentored juniors, and secured competitive rates through effective negotiation, significantly contributing to agency growth.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Commercial Insurance Agent
BTJ Insurance/ Leavitt Group
06.2023 - Current
Demonstrated exceptional problem-solving skills while handling challenging negotiation situations with carriers or clients.
Managed a diverse book of commercial and angribusiness accounts across various industries, adapting strategies based on unique client requirements and market.
Maintained up-to-date industry knowledge by attending conferences, seminars, and continuing education courses, enhancing professional expertise and credibility.
Mentored junior agents on sales techniques, product knowledge, and client relationship management best practices.
Collaborated with underwriters to negotiate favorable policy terms and pricing for clients, ensuring comprehensive coverage at competitive rates.
Leveraged advanced analytical skills to evaluate and compare policy options, ensuring clients received the best possible value for their insurance investments.
Educated clients on insurance policies and procedures.
Insurance Agent / Owner
Baker Agency
12.2010 - 06.2023
Developed new business opportunities for the agency through targeted prospecting and networking.
Cultivated strong relationships with carrier partners to ensure optimal support for clients'' ongoing needs.
Conducted thorough risk assessments to identify potential exposures and recommend appropriate insurance coverage options.
Increased client satisfaction by providing personalized commercial and agribusiness insurance solutions tailored to their specific needs.
Strengthened client relationships with timely follow-up and excellent customer service, leading to increased retention rates.
Maintained a high level of professionalism and ethics, adhering to all applicable regulations and industry standards.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Education
Bachelor Of Business Administration And Management - Financial Management
University of Mississippi
University, MS
05.1993
Skills
Problem-Solving
Policy analysis
Underwriting knowledge
Teamwork and Collaboration
Certification
Commercial lines Coverage Specialist
Timeline
Commercial Insurance Agent
BTJ Insurance/ Leavitt Group
06.2023 - Current
Insurance Agent / Owner
Baker Agency
12.2010 - 06.2023
Commercial lines Coverage Specialist
Bachelor Of Business Administration And Management - Financial Management
University of Mississippi
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