Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
10
10
years of professional experience
1
1
Certification
1
1
Certified Florida Teaching Certificate
Work History
Insurance Agency Owner/Manager of Operations
Harper Hill & Associates
08.2016 - Current
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Established team priorities, maintained schedules and monitored performance.
Obtained underwriting approval by completing application for coverage.
Created detailed reports for management to track performance and sales.
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Responded to customer calls swiftly to resolve issues and answer questions.
Established performance goals for employees and provided feedback on methods for reaching those milestones.
Developed and implemented marketing strategies to boost sales and increase customer base.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Utilized CRM software to manage client relationships.
Set aggressive targets for employees to drive company success and strengthen motivation.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Cross-sold insurance products to existing clients to reach sales targets.
High School History and Teacher
University High School, Official, Orange City, Fl
06.2013 - 08.2016
Developed and implemented behavior management plans to address student issues.
Encouraged students to take active role in learning and academic success.
Monitored student progress and provided feedback to both students and parents.
Assisted in development of extracurricular activities and special events.
Prepared various classroom activities and assessment methods to promote retention of study materials.
Provided advice and guidance to students needing morale-boosting and academic advising.
Assessed and evaluated student performance through use of standardized testing.
Participated in school district meetings and parent-teacher conferences to give insight into student progress and curriculum plans.
Utilized data to inform instructional decisions and personalize learning.
Created and maintained safe and orderly classroom environment conducive to learning.
Produced engaging lesson plans and activities to help students master learning objectives.
Education
Bachelor of Arts - Political Science And Public Administration
University of Central Florida
Orlando, FL
Skills
Customer Experience
Claims Reporting Systems
Corporate Social Responsibility
Insurance Knowledge
Sales Planning
Issue Resolution
Public Speaking
Customer Support
Sales Strategies
Staff Management
Financial Administration
Business Administration
Certification
Licensed Insurance Sales 440 license - Current
Avid Marathon Runner
Avid marathon runner and running coach.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Insurance Agency Owner/Manager of Operations
Harper Hill & Associates
08.2016 - Current
High School History and Teacher
University High School, Official, Orange City, Fl
06.2013 - 08.2016
Bachelor of Arts - Political Science And Public Administration