Charles Greve
Lawrence,NJ
Summary
A knowledgeable Insurance Agency Manager experienced in using data to improve business operations and strong analytical thinking. Looking to transition to an analyst position.
Overview
10
10
years of professional experience
Work History
Business Analyst
TD Bank
05.2022 - Current
- Conducted interviews with key business users to collect information on business processes and user requirements.
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
- Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
- Tracked action items, decisions and risks for the entire project and spearheaded the tracking of deep dive discovery progress
Insurance Agency Manager
CJG Insurance Group
03.2017 - 05.2022
- Cleaned, analyzed and verified data integrity to update client database
- Involved in multiple fields of data entry including prospect/client data and accounting
- Utilized Ezlynx CRM to pull prospect and client data to create data-driven visuals to make business decisions
- Coordinated with client and insurance companies to ensure client satisfaction and retention
- Created sales report in Excel to track policy type, source of sale, company insured with, monthly and yearly sales
- Documented all communication with prospects and clients to track sales cycle and compliance
- Built company website and devised SEO strategy for marketing coordinator
- Received over 35 five-star reviews on Google from clients
Insurance Sales Manager
Allstate Insurance
11.2015 - 03.2017
- Identified customer upsell opportunities using eAgent CRM resulting in 6% growth to existing $3M book of business
- Increased retention of existing book of business from 86% to 90% by applying policy review strategies
- Coached 3 sales representatives on sales strategies and processes to reduce process gaps
- Accompanied new agents on sales calls and identified home, auto and life insurance sales opportunities
- Reviewed clients' policies at renewal and recommended product additions or revisions to reflect changing needs
Licensed Sales Producer
Allstate Insurance
08.2013 - 11.2015
- Performed at least 1 policy review each day to explain current insurance coverage to clients and make sure coverage met client's needs
- Provided guidance to clients through their insurance claims
- Consistently brought in new client referrals by word of mouth from satisfied clients
- Inspected properties to examine general conditions to better understand insurance risks
Education
Bachelor of Science - Business Administration, Finance and Entrepreneurship
Susquehanna University
Selinsgrove, PA12.2012
Skills
- Excel and SQL
- Pivot Tables
- Requirements Elicitation
- Data Organization
- Statistical Analysis
- Communication
Websites
Timeline
Business Analyst
TD Bank
05.2022 - Current
Insurance Agency Manager
CJG Insurance Group
03.2017 - 05.2022
Insurance Sales Manager
Allstate Insurance
11.2015 - 03.2017
Licensed Sales Producer
Allstate Insurance
08.2013 - 11.2015
Bachelor of Science - Business Administration, Finance and Entrepreneurship
Susquehanna University