Bobby Lavender
Columbus,United States
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Insurance Broker
Lavender Insurance & Associates
07.2020 - Current
- Expanded the company''s client base through effective networking and relationship-building strategies.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Improved operational efficiency by implementing new technologies that streamlined policy quoting and comparison processes.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
Insurance Broker
Advantage One Brokers
01.2022 - 08.2023
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded the company''s client base through effective networking and relationship-building strategies.
- Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
- Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Agency Director
Globe Life
01.2020 - 07.2020
- Developed strategic plans for the agency, resulting in significant growth over time.
- Increased agency efficiency by streamlining processes and implementing new technologies.
- Led a team of professionals to achieve high levels of productivity and client satisfaction.
- Implemented performance evaluation systems, enabling continuous improvement within the workforce.
- Spearheaded successful marketing campaigns that raised awareness and attracted new clients.
- Oversaw daily operations, maintaining a smooth workflow and meeting organizational objectives consistently.
- Inspired staff through effective communication and leadership skills, fostering a positive work culture.
- Identified areas of growth potential, developing innovative strategies to seize opportunities.
Supervising Agent and Recruiter
Liberty National Life Insurance Company
12.2018 - 12.2019
- Supervise and train multiple agents on the proper way to sell policies and products offered by Liberty National
- Follow up with agents on policies written.
Insurance Agent and Recruiter
Liberty National Life Insurance Company
03.2016 - 11.2018
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Benefits Counselor
Colonial Life
03.2016 - 03.2017
- Assisted in the development of employee recognition programs that fostered a positive work environment and reinforced company values.
- Developed customized benefits presentations tailored to the unique needs of various employee groups.
- Answered questions and built interest with friendly and knowledgeable support.
- Explained advantages and limitations of different benefit programs and policies.
- Increased awareness of wellness programs leading to higher participation rates among staff members, promoting overall wellbeing within the organization.
Sales Consultant
Carl Hogan Honda
03.2015 - 12.2015
- Maintained up-to-date knowledge of inventory, features, and specifications to better serve customers.
- Delivered exceptional customer service, addressing concerns and resolving issues promptly.
- Developed strong relationships with customers for repeat business and referrals.
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
Senior Loan Officer
Triangle Federal Credit Union
06.1998 - 03.2015
- Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
- Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
- Submitted loan applications to underwriter for verification and recommendations.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Mentored junior loan officers, sharing expertise and knowledge to improve overall team performance.
- Maintained strict confidentiality of bank records and client information.
Education
Bachelor of Business Administration (BBA) - General Sales, Merchandising and Related Marketing Operations
Mississippi State University
01.1988
Skills
- Customer Service
- Management
- Sales
- Proactive team player
- Driven
- Claims Handling
- Networking capabilities
- Sales Presentations
- Award-winning sales professional
- Skilled negotiator
- Salesforce knowledge
- Client relations expert
Certification
Life and Health License
Locations
Columbus, Mississippi
Personal Information
Title: Broker and Owner / Lavender Insurance & Associates
Timeline
Insurance Broker
Advantage One Brokers
01.2022 - 08.2023
Insurance Broker
Lavender Insurance & Associates
07.2020 - Current
Agency Director
Globe Life
01.2020 - 07.2020
Supervising Agent and Recruiter
Liberty National Life Insurance Company
12.2018 - 12.2019
Insurance Agent and Recruiter
Liberty National Life Insurance Company
03.2016 - 11.2018
Benefits Counselor
Colonial Life
03.2016 - 03.2017
Sales Consultant
Carl Hogan Honda
03.2015 - 12.2015
Senior Loan Officer
Triangle Federal Credit Union
06.1998 - 03.2015
Bachelor of Business Administration (BBA) - General Sales, Merchandising and Related Marketing Operations
Mississippi State University
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