Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Cody Reid

South Ozone Park,NY

Summary


Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

2
2
years of professional experience

Work History

Client Advisor

Dealer policy/ Polly
11.2020
  • Convert inbound sales leads, tracked sales performance metrics to monitor progress against targets, maintained records of client interactions, transactions, and comments, built strong client relationships to improve retention and increase referrals.

Licensed Producer

Geico
06.2020 - 11.2020
  • Establish relationships with underwriters to ensure timely processing of applications and renewals, developed comprehensive knowledge of products and services to provide clients with tailored solutions, assist with training new employees on proper procedures for handling customer interactions effectively, consistently exceeded monthly sales targets by utilizing effective sales techniques.

Licensed Insurance Agent

Geico
04.2019 - 09.2019
  • Analyzed client needs and developed tailored insurance plans, collaborated with underwriters to access risk levels associated with potential customers, utilized problem-solving skills to resolve difficult customer issues.

Education

Bachelor of Science - Finance

Western Governors University
Mission, Texas
06.2025

Skills

  • Microsoft Excel
  • Financial statement analysis
  • Flexible team player
  • Excellent attention to detail
  • MS Office Suite

Affiliations

  • NSLS Honor Society

Timeline

Client Advisor

Dealer policy/ Polly
11.2020

Licensed Producer

Geico
06.2020 - 11.2020

Licensed Insurance Agent

Geico
04.2019 - 09.2019

Bachelor of Science - Finance

Western Governors University

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Cody Reid