BARRY WILLIAMS
Fredericksburg,VA
Summary
Licensed professional in life, health, annuities, property, and casualty insurance in Virginia, offering over 20 years of sales experience and a proven track record in account management. Expertise includes navigating complex environments and consistently delivering exceptional results through independent and collaborative efforts. Recognized for a proactive approach to assignments and a commitment to excellence that drives performance beyond expectations. Advanced computer skills enhance adaptability to new challenges, ensuring readiness to meet evolving industry demands.
Overview
18
18
years of professional experience
Work History
Team Member
State Farm
Fredericksburg, VA
09.2024 - Current
- Collaborated with team to enhance customer service experiences and resolve inquiries efficiently.
- Assisted in processing policy applications, ensuring accuracy and compliance with company standards.
- Supported training of new team members on operational procedures and best practices.
- Implemented workflow improvements to streamline communication between departments and optimize efficiency.
- Maintained up-to-date knowledge of insurance products and regulations to provide informed support.
- Trained new team members on operational procedures, promoting a cohesive work environment.
- Learned all required tasks quickly to maximize performance.
Independent Licensed Insurance Agent
06.2021 - Current
- Licensed Insurance Producer. Licensed in Life Health Annuities. Licensed in Property and Casualty.
- 2025 AHIP Certified
- 2025 FFM Certified
Installation Technician
J & K Gutters
04.2015 - 06.2021
- Inspecting sites and removing hazardous items.
- Preparing time and material cost estimates.
- Using a spirit level to ensure accuracy.
- Drilling holes to fit screws and mount brackets and caulking all gaps and joints.
- Sourcing appropriate replacement gutters when required, and fabricating all parts required for the job.
- Keeping strong and fit enough to perform duties with a good sense of balance.
- Experience working on roofs and handling power tools.
- Analytical thinking skills.
- Ability to follow written and verbal instructions.
- Excellent communication and interpersonal skills.
Senior Sales Account Manager – Acquisition
Intuit, Inc
04.2008 - 04.2015
- Developed a positive, long term and strategic relationship with our highest value customers in service to retain and grow their business.
- Ability to present and close sales of Intuit products and services to full service tax and accounting firms.
- Related with customers in service to retain and grow their business.
- Developed positive and close relationships with decision makers at assigned firm.
- Professional and effective written and verbal communication with internal and external customers.
- Educated customers on the direction of the industry and leverage Intuit's tools for moving the customer's business to the cloud and SaaS purchase models.
- Presented the value and benefits of the Intuit tax ecosystem to small and mid-sized tax and accounting firms.
- Worked directly with customers to sell additional products and services to current customers and their clients and to ensure customers’ needs were met.
- Processed orders via multiple tools, including Seibel and Salesforce, with a solid understanding of all systems and tools. Collected and documented key firm-profile information important to Intuit and customer’s business.
- Followed organizational policies and procedures and maintained clear and direct line of communication within the organization to meet customer requirements
- Led strategic account management initiatives to enhance client relationships and drive sales growth.
- Developed comprehensive sales strategies leveraging customer insights to optimize product offerings.
Education
High School Diploma -
Courtland High School
Fredericksburg, VA06-1997
Skills
ROBUST CUSTOMER SERVICE
ADVANCED SALES AND NEGOTIATION TRAINING
ABILITY TO BUILD AND MAINTAIN STRATEGIC RELATIONSHIPS AND ENGAGE WITH PROSPECTS
STRONG BACKGROUND IN HIGH END SOFTWARE SALES AND COLLABORATIVE SALES SKILLS WITH ABILITY TO INFLUENCE AND WORK CROSS-FUNCTIONALLY
TEAM PLAYER THAT WORKS WELL IN PARTNERSHIPS WITH COLLEAGUES
SOLID PRESENTATION SKILLS AND PRODUCT KNOWLEDGE ACCOUNT MANAGEMENT SKILLS
EXCEPTIONAL WRITTEN AND VERBAL COMMUNICATION SKILLS
STRONG ORGANIZATIONAL AND PROJECT MANAGEMENT SKILLS
ORGANIZED, SELF STARTER, HIGH ACHIEVER, TEAM CONTRIBUTOR
ADVANCED COMPUTER SKILLS
pOSITIVE ATTITUDE
PROBLEM SOLVING
Timeline
Team Member
State Farm
09.2024 - Current
Independent Licensed Insurance Agent
06.2021 - Current
Installation Technician
J & K Gutters
04.2015 - 06.2021
Senior Sales Account Manager – Acquisition
Intuit, Inc
04.2008 - 04.2015
High School Diploma -
Courtland High School