Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Carrick James

Springfield,MO

Summary

Sales professional with solid track record in driving revenue growth and enhancing customer satisfaction. Adept at building strong client relationships, leveraging product knowledge, and implementing effective sales strategies. Strong focus on teamwork and adaptability ensures consistent achievement of goals in dynamic environments. Skilled in communication, problem-solving, and time management.

Overview

2027
2027
years of professional experience
1
1
Certification

Work History

Commercial Lines Insurance Specialist

Inszone Insurance
Springfield, MO
03.2025 - 03.2026
  • Serve as a licensed broker connecting clients with multiple insurance carriers to secure competitive pricing and coverage
  • Build and maintain long-term client relationships through consistent communication and personalized service
  • Analyze client needs and present tailored solutions across multiple providers
  • Negotiate with carriers to deliver optimal value for clients
  • Manage a portfolio of accounts while maintaining accuracy and responsiveness
  • Processed insurance applications, ensuring compliance with underwriting guidelines and regulatory requirements.
  • Reviewed policy documents for accuracy, identifying discrepancies and facilitating necessary amendments.

Insurance Broker

ISU Davidson Insurance Group
Springfield, MO
05.2018 - 03.2025
  • Developed and maintained strong client relationships to facilitate policy renewals and new business opportunities.
  • Analyzed client needs to recommend appropriate insurance products, enhancing customer satisfaction.
  • Collaborated with underwriters to assess risk factors and determine premium rates for diverse clientele.
  • Managed policy documentation and ensured compliance with state regulations throughout the underwriting process.

High School Official

MSHAA
Missouri
11.2021 - Current
  • Officiate 100+ high school basketball and soccer games annually across multiple school districts
  • Enforce rules and maintain control in fast-paced environments
  • Communicate decisions clearly and manage conflict effectively
  • Build professional relationships with coaches, athletic directors, and staff
  • Demonstrate professionalism and accountability in a visible role
  • Self-motivated, with a strong sense of personal responsibility.

Travel Advisor

Fora Travel
  • Plan and book travel experiences including cruises and theme park vacations
  • Consult with clients to understand needs and recommend appropriate options
  • Manage booking logistics and customer expectations
  • Provide personalized service to build trust and repeat business
  • Researched and recommended tailored travel itineraries based on client preferences.
  • Coordinated logistics for group travel, ensuring seamless experiences for clients.

Education

Bachelor of Arts - Communications

Evangel University
Springfield, MO
2013

Skills

  • Relationship Building & Client Management
  • Sales & Negotiation
  • Communication & Presentation
  • Problem Solving
  • Time Management & Organization
  • Customer Service
  • Travel industry experience
  • Excellent customer service
  • Team player attitude
  • Advanced itinerary planning

Certification

Licensed to Sell All Lines of Insurance — State of Missouri

Timeline

Commercial Lines Insurance Specialist

Inszone Insurance
03.2025 - 03.2026

High School Official

MSHAA
11.2021 - Current

Insurance Broker

ISU Davidson Insurance Group
05.2018 - 03.2025

Travel Advisor

Fora Travel

Bachelor of Arts - Communications

Evangel University
Carrick James