Insurance professional with 15+ years of in-depth experience in producing and managing Commercial and Personal lines policies. Managed policy renewals and provided personalized coverage recommendations, contributing to high customer satisfaction and retention. Demonstrated proficiency in risk assessment and policy underwriting, in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Commercial and Personal Lines Insurance Agent
Sheets Forrest Draper Insurance Agency
01.2009 - Current
2011: Achieved the largest growth and production of 33% of all new business agency wide
2011 - Current: Sold, maintained, supported and remarked several books of business consisting of over 5000 clients with over 8 million dollars in premiums while consistently exceeding quarter and annual sales goals
2011 - Current: Consistently top producing agent while maintaining optimal retention
2012-2024: Management set quarter goals increased and achieve each quarter
2016-2019: Managed Agency Website, Social Media and Google Optimization
2017: Achieved both CIC and CPIA designations
2019-2024: Inherited and maintained commercial lines accounts from several retiring agents
2023 - Current: Managing all Agency Commercial Account Renewals from $500 to $50,000 while maintaining my own book of business consisting of 2 million in premiums
2009 - 2024: Established extremely extensive and strong referral network consisting of community leaders, lenders, realtors and existing clients
Sales Consultant and Internet Sales Manager
Jim Miller/Dave Wright Nissan Subaru
01.2000 - 01.2009
Nine years of progressive experience in sales practices, negotiations, client relations and client retention
Internet sales management, website production, advertising and upkeep