Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ashley Okereke

Oklahoma City

Summary

Motivated and results-driven professional with a strong desire to excel in insurance sales. Exceptional communication skills, customer-centric approach, and proven track record in sales. Dedicated to building lasting client relationships, exceeding sales targets, and contributing to the growth and success of the company.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Insurance Professional (Contractor)

Jacobson Group
12.2022 - 01.2025
  • Successfully completed three contracts with Jacobson Group, including roles with Harley-Davidson Insurance, California Fair Plan, and Peta Best Insurance
  • Provided sales and customer service expertise, consistently meeting KPIs and earning recognition for performance
  • Ranked in the top5 out of35 sales agents during the Harley-Davidson Insurance contract
  • Adapted quickly to various insurance programs and maintained a high level of accuracy and client satisfaction across all contracts

Insurance Agent/Underwriter

AAA Northern California, Nevada & Utah
01.2018 - 05.2022
  • Delivered exceptional service by handling60 inbound calls daily in a call center environment
  • Provided policy services, including billing assistance, coverage discussions, and renewal policy reviews with tailored recommendations
  • Specialized in personal property discussions (RC vs
  • ACV) to educate insureds on policy benefits
  • Served as a team lead, assisting agents with underwriting and staying updated on market changes
  • Achieved consistent record-breaking performance, recognized company-wide by supervisors and managers

Licensed Sales Producer/Office Manager

Allstate Insurance Agency – Andy Bennett
01.2016 - 01.2018
  • Led the agency in sales and handled walk-in customer inquiries, quotes, and payments
  • Achieved record-breaking sales in February2017, writing more new business policies than any agent in the agency’s27-year history
  • Implemented strategies to improve customer service, leading to increased client retention
  • Recognized for top sales performance by the agency’s founder and leadership team

Personal Lines Account Manager

Smith and Sons Insurance
05.2011 - 04.2015
  • Began insurance career at a renowned independent agency established in1929
  • Became licensed and managed all personal lines new business policies and servicing
  • Oversaw daily financial operations, including deposits, monthly reconciliations, and commission statement entries into the agency management system (TAM)
  • Contributed to the agency’s longstanding reputation for excellent client service

Education

Bachelor Of Business Administration - Finance

Western Governors University
Salt Lake City, UT

Skills

  • Underwriting
  • Insurance knowledge
  • Customer Service
  • Insurance Sales
  • Risk Management
  • Prospecting
  • Account Management
  • Self-motivated
  • Marketing
  • Negotiation
  • Presentation Skills
  • Business Development
  • Financial Analysis
  • Upselling
  • Accounts Receivable
  • Accounting

Certification

  • Property and Casualty Insurance Producer – obtained July 2011
  • Life, Accident, and Health Insurance producer obtained July 2017

Timeline

Insurance Professional (Contractor)

Jacobson Group
12.2022 - 01.2025

Insurance Agent/Underwriter

AAA Northern California, Nevada & Utah
01.2018 - 05.2022

Licensed Sales Producer/Office Manager

Allstate Insurance Agency – Andy Bennett
01.2016 - 01.2018

Personal Lines Account Manager

Smith and Sons Insurance
05.2011 - 04.2015
  • Property and Casualty Insurance Producer – obtained July 2011
  • Life, Accident, and Health Insurance producer obtained July 2017

Bachelor Of Business Administration - Finance

Western Governors University
Ashley Okereke