Clayton Lee
Williston,FL
Summary
Outgoing sales professional with track record of driving increased revenue, improving buying experience and elevating company profile with targeted markets. Consistently recognized for sales performance and excellence in customer service and relationship building.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Mortgage Loan Originator
Florida Credit Union
05.2023 - Current
- Explained different types of loans pertaining to client situations.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Developed strong relationships with real estate agents, builders and mobile home dealers, increasing referral business and expanding client base.
- Attended networking events to build professional relationships within the local community, generating increased leads.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
Territory Manager
TypTap Insurance
06.2021 - 01.2023
- Identified prospects' needs and developed appropriate responses along with suitable information on products and services.
- Developed and executed sales presentations as well as both internal and external product training workshops.
- Cultivated relationships with key accounts in territory and provided support to drive customer satisfaction.
- Attended trade shows and industry events to promote company products and services.
Team Lead Policy Administration
Homeowner's Choice Property And Casualty
02.2014 - 05.2021
- Managed team of 6-10 customer service representative's.
- Monitored Customer service teams' performance and provided mentoring to achieve department goals.
- Reviewed and processed premium bearing endorsement's, wind mitigation inspections , coverage A and names changes in accordance with underwriting guidelines
- Reviewed cancelled policies for reinstatement
- Assisted first notice of loss during peak season
- Resolved escalated phone calls from agents and policyholders
Insurance Agent
Brightway Insurance
01.2012 - 02.2014
- Sold auto, home, and personal umbrella insurance products to individuals using consultative selling techniques.
- Provided coverage option information to assist clients in protecting assets.
- Maintained high standards of customer service by building relationships with clients.
- Created sources for continuous client referrals by building business relationships with local mortgage brokers and realtors .
- Obtained underwriting approval by completing application for coverage.
Automotive Sales Consultant
Gatorland Toyota
02.2010 - 01.2012
- Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
- Negotiated vehicle prices and secure financing for customers.
- Completed sales contracts, purchase documentation, registration paperwork and dealership records.
Convenience Store Owner
Lee's Grocery & Citgo
01.2000 - 01.2009
- Managed employee hours to set schedule and store operation budget appropriately, personally covering cashier shifts and general store duties to minimize store labor cost during slow hours.
- Managed appropriate inventory levels of product at store to avoid shrink and waste, placed orders for inventory running low and evaluated sales performance of items to plan for future stocking strategy.
- Completed daily paperwork, including reporting of sales, banking, payroll reporting, labor hours and miscellaneous financials,
Education
Associate of Science - Emergency Medical Technician
Central Florida Community College
Ocala, FL 12.1997
High School Diploma -
Williston High School
Williston, FL 05.1995
Skills
- Client Account Management
- Quotes and sales
- Underwriting guidelines
- Client needs analysis
- Complaint resolution
- Coaching and mentoring
- Referral Generation
- Pipeline Management
Certification
- Grant Cardone Sales Training University -2011
- Certified Toyota Sales Pro -2011
- Licensed 2044 Personal Lines Agent - 2012
- Steve Black Business Success Training-2013
- Emergency Claims Adjuster License 2022
Timeline
Mortgage Loan Originator
Florida Credit Union
05.2023 - Current
Territory Manager
TypTap Insurance
06.2021 - 01.2023
Team Lead Policy Administration
Homeowner's Choice Property And Casualty
02.2014 - 05.2021
Insurance Agent
Brightway Insurance
01.2012 - 02.2014
Automotive Sales Consultant
Gatorland Toyota
02.2010 - 01.2012
Convenience Store Owner
Lee's Grocery & Citgo
01.2000 - 01.2009
Associate of Science - Emergency Medical Technician
Central Florida Community College
High School Diploma -
Williston High School
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