Summary
Overview
Work History
Education
Skills
Timeline
Generic

Caleb Cook

Stillwater,OK

Summary

Driven by a results-focused approach, I leveraged my expertise in property and casualty law and exceptional client relations skills at COUNTRY Financial to enhance client satisfaction and drive business growth. My proactive strategies in client retention and policy renewals contributed to a significant increase in the client base, underscoring my commitment to excellence and ethical professionalism.

Overview

4
4
years of professional experience
1
1
year of post-secondary education

Work History

Associate Agent

COUNTRY Financial
06.2024 - Current
  • Prioritized time management effectively while juggling multiple tasks simultaneously, ensuring all deadlines were met without compromising quality.
  • Coordinated promotions to drive sales and increase customer base.
  • Promoted offerings via traditional and social media methods.
  • Expanded client base through proactive outreach and effective networking strategies.
  • Assisted in the development of marketing materials that highlighted agency services and capabilities, attracting new customers and increasing brand awareness.
  • Conducted comprehensive risk assessments for prospective clients, identifying specific needs and recommending appropriate coverage solutions.
  • Assisted clients in navigating the claims process, guiding them through each step and addressing their concerns along the way.
  • Developed customized insurance plans for clients that balanced coverage requirements with budgetary constraints, ensuring long-term satisfaction with policy choices.
  • Developed strong relationships with underwriters to secure competitive premiums and coverage options for clients.
  • Increased new business acquisition by actively prospecting for potential clients through phone calls, emails, and networking events.
  • Efficiently managed a large book of business, prioritizing tasks and organizing workloads to maintain productivity levels.
  • Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
  • Established strong rapport with clients through consistent communication, building trust as their trusted advisor on insurance matters.

Producer

Allstate Insurance Co
04.2024 - 06.2024
  • Presented production ideas and determined creative scenarios for production and delivery.
  • Oversaw post-production processes, including video editing and sound mixing, to ensure a polished final product.
  • Developed schedules for production, editing, and duplication for timely delivery.
  • Coordinated logistics, schedules, and talent management for smooth production flow and optimal results.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
  • Adhered to all regulations for insurance sales.
  • Worked in high-volume, competitive sales environment.
  • Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
  • Implemented marketing strategies to generate new leads and expand the client base.
  • Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
  • Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
  • Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.

Agent Team Member

State Farm
02.2024 - 04.2024
  • Improved team productivity by assisting with training new hires, ensuring they quickly became proficient in their roles.
  • Maintained accurate records of all client interactions, ensuring seamless continuity of service during employee transitions or absences.
  • Efficiently managed multiple tasks simultaneously while ensuring all deadlines were met without compromising quality of work output.
  • Achieved top performer status regularly due to consistently high levels of sales production combined with excellent customer service ratings from satisfied clientele.
  • Increased client satisfaction by providing exceptional customer service and addressing individual insurance needs.
  • Exceeded monthly sales targets consistently by employing persuasive communication skills and effective time management strategies.
  • Educated potential clients on various insurance products, ensuring they had a thorough understanding of their options before making decisions.
  • Maintained up-to-date knowledge on industry trends, allowing for informed recommendations on suitable coverage options for clients.
  • Fostered a positive work environment among team members by promoting open communication and collaboration towards shared goals.
  • Cultivated long-lasting relationships with clients, leading to increased policy renewals and referrals.
  • Utilized CRM software effectively for tracking leads, managing client information, and monitoring sales progress.
  • Conducted regular follow-ups with clients to ensure satisfaction and address any concerns or questions promptly.

Merchandiser

PepsiCo
06.2023 - 02.2024
  • Removed damaged, out-of-code, not-in-set and discontinued items from displays.
  • Updated pricing and signage to complete product displays and educate customers.
  • Inspected merchandise for quality and arranged proper display location on floor.
  • Managed inventory levels with regular monitoring, ordering, and stock replenishment for optimal product availability.

Culinary Team Member

Olive Garden
08.2020 - 06.2023
  • Contributed to successful special events by creating memorable dishes that received rave reviews from guests.
  • Participated in ongoing professional development opportunities to stay current with industry trends and enhance culinary skills.
  • Assisted in managing inventory levels, reducing waste and ensuring optimal product freshness.
  • Managed time effectively under pressure during peak hours, ensuring consistent delivery of high-quality dishes without compromising presentation or taste.
  • Ensured compliance with food safety standards, maintaining a clean and organized work environment at all times.
  • Received recognition for outstanding performance, demonstrating commitment to excellence in the workplace.
  • Assisted in achieving consistently high ratings on review platforms through dedication to excellent food quality and presentation.
  • Demonstrated versatility in preparing various cuisines, catering to diverse dietary preferences and restrictions of patrons.
  • Trained new culinary team members on proper cooking techniques and kitchen procedures, promoting consistency in food quality.
  • Maintained open communication with front-of-house staff to ensure seamless coordination between the kitchen and dining room teams.

Education

Oklahoma State University
Stillwater, OK
08.2020 - 05.2021

Skills

  • Property and Casualty licensed Agent
  • Professionalism and Ethics
  • Quotes and sales
  • Customer follow-up
  • Client Relations
  • Goal-oriented mindset
  • Policy Knowledge
  • Client Retention
  • Policy writing
  • Upselling
  • Negotiation
  • CRM Software
  • Policy Renewals
  • Marketing Management
  • Regulatory Compliance
  • Lead Development

Timeline

Associate Agent

COUNTRY Financial
06.2024 - Current

Producer

Allstate Insurance Co
04.2024 - 06.2024

Agent Team Member

State Farm
02.2024 - 04.2024

Merchandiser

PepsiCo
06.2023 - 02.2024

Culinary Team Member

Olive Garden
08.2020 - 06.2023

Oklahoma State University
08.2020 - 05.2021

Similar Profiles

CREATE PROFILE
Caleb Cook