Benjamin Wehmas
White Bear Lake,MN
Summary
Dynamic individual with hands-on experience in insurance and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Account Representative
State Farm
12.2019 - Current
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Analyzed customer needs to provide customized insurance solutions.
- Identified and solicited sales prospects in agency databases.
- Managed approximately 30 incoming calls and emails per day from customers.
- Managed approximately 60 outbound calls a day attempting to connect with prospects and customers to identify insurance needs.
Relationship Banker
Old National Bank
01.2019 - 12.2019
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Analyzed customers' financial information to deliver personalized account guidance.
- Managed approximately 100 clients between multiple branches.
Bank Teller
Wells Fargo
12.2017 - 01.2019
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
- Processed customer transactions promptly, minimizing wait times.
- Met sales goals by connecting clients to our bank team to identify other financial needs.
Education
Bachelor of Science - Business Management
Rasmussen College
Ocala, Florida12-2019
Skills
- Policy administration
- Insurance products
- Claims processing
- Underwriting
- Financial needs assessment
- Administrative functions
- Client needs analysis
- Professionalism
- Team leadership
- Product knowledge
Certification
Resident Insurance Producer License in Accident & Health, Casualty, Life, Property.
Timeline
Insurance Account Representative
State Farm
12.2019 - Current
Relationship Banker
Old National Bank
01.2019 - 12.2019
Bank Teller
Wells Fargo
12.2017 - 01.2019
Bachelor of Science - Business Management
Rasmussen College
Similar Profiles
ALBERTO ESCOBAR RUIZALBERTO ESCOBAR RUIZ
Claim Specialist; and Producer at State Farm Corporate & State Farm AgencyClaim Specialist; and Producer at State Farm Corporate & State Farm Agency
Bethany GandyBethany Gandy
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm
Andrew BonczkowskiAndrew Bonczkowski
Catastrophe Claims Adjuster at State FarmCatastrophe Claims Adjuster at State Farm