CLINTON WARD
Atlanta,GA
Summary
Seasoned professional in general and operations management with comprehensive experience leading teams, optimizing processes, and implementing cost-effective strategies. Skilled in strategic planning, staff development, and operational efficiency, consistently improving workflow and reducing costs. Proven track record of enhancing overall business performance through effective leadership and innovative problem-solving.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Agency Co-Owner
Allstate Insurance/Patriot Group LLC
Atlanta, GA
08.2013 - Current
- Generate new business through referrals, cross-sells, inside and outside marketing, and agency supported special events
- Strengthen the agency's new business, retention, and loss ratio percentages by implementing a successful customer review process
- Managed a team of insurance professionals.
- Developed plans for expanding business operations into new markets domestically and internationally.
- Developed and implemented marketing strategies to attract new customers.
- Resolved any customer complaints or issues quickly in order to maintain positive relationships.
Retirement Consultant
Lincoln Financial Group
Atlanta, GA
03.2007 - 06.2013
- Expertly perform presentations for employees to help explain their 401k, 403b, and 457b retirement plan benefits available
- Developed a highly satisfying and positive experience for the customers through utilizing exceptional knowledge, competence and professionalism
- Communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans
- Work with new and existing clients in building their portfolios by assessing their investment objectives, risk tolerance, time horizon and unique circumstances.
Education
Master of Science - Conflict Management
Kennesaw State University
01.2002
Bachelor of Arts - Criminal Justice Administration
Clark Atlanta University
01.2000
Skills
- Multitasking
- Superior service
- Operational excellence
- Presentations
- Customer satisfaction
- Communication
- Portfolio building
- Sales planning
- Relationship building
- Business Growth
- Policy and procedure implementation
- Performance Analysis
- Operations Management
- Customer Relations
Professionaldesignations
- Chartered Retirement Planning Counselor, CRPC, College of Financial Planning, 2009
- Chartered Retirement Plans Specialist, CRPS, College of Financial Planning, 2009
Certification
- State Mortgage Loan Originator
- Finra Series 6,63, and 65
- Georgia Life, Accident, and Sickness Insurance Agent
- Georgia Variable Products Agent
- Georgia Property and Casualty Agent
- Notary Signing Agent, Notary2PRO Elite, 2024
Timeline
Agency Co-Owner
Allstate Insurance/Patriot Group LLC
08.2013 - Current
Retirement Consultant
Lincoln Financial Group
03.2007 - 06.2013
Master of Science - Conflict Management
Kennesaw State University
Bachelor of Arts - Criminal Justice Administration
Clark Atlanta University
- State Mortgage Loan Originator
- Finra Series 6,63, and 65
- Georgia Life, Accident, and Sickness Insurance Agent
- Georgia Variable Products Agent
- Georgia Property and Casualty Agent
- Notary Signing Agent, Notary2PRO Elite, 2024
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