CODY J OWENS
Bluffton,SC
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Easily adjusts to industry commands and works well under stressful situations. A strong work ethic with the desire to succeed. A winner and top producer. Knowledgeable Insurance Advisor promoting more than 10 years' expertise successfully working for organizations in the Insurance market. Courteous and cordial with a desire to take on challenges at a new company. Highly-motivated employee with desire to take on new challenges. Adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking opportunities to expand skills while facilitating company growth. High-energy Chief Operating Officer with demonstrated record of exceeding profitability goals and driving increased revenues while containing costs. Successfully grew organizations to achieve excellence through efficient operational systems support.
Overview
17
17
years of professional experience
Work History
Chief Operating Officer
CC Dream Homestays
Bluffton , SC
2023.01 - Current
- Developed and refined short- and long-term strategies to drive growth and profitability.
- Maintained productive relationships and communication channels across organization.
- Developed operational policies and processes, guaranteeing staff maintained compliance with federal, state and local laws and regulations.
- Led organizational development changes, enabling organization to better respond and adapt to industry and market changes.
- Established plans to address productivity, operational performance and staff retention and satisfaction.
- Served as strategic advisor and functional expert on critical strategic and operational matters.
- Maximized profits through reducing expenditures and evaluating prices.
- Conducted financial forecasting to explore strategic options and develop creative solutions to complex business issues.
- Monitored outcome measures, program outcomes and performance improvement.
- Delivered speeches and attended industry conferences to promote company image and engage with buyers.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
- Implemented strategic offerings to enhance company's suite of products and services.
- Executed on-time, under-budget project management to adhere to project road map.
- Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.
- Signed and approved budgets for new funding and program initiatives.
- Answered telephones to assist customers and resolve issues.
- Updated and maintained rental agreement files and documents.
- Welcomed customers, offered assistance and answered questions by providing rates, terms and conditions of rental.
- Oversaw maintenance, appearance and performance of company vehicles.
- Responded to tenant maintenance requests according to agreed conditions for building functionality.
- Met with prospective tenants to show property and assess applications or sign leases.
- Inspected properties regularly to identify deficiencies and schedule repairs.
- Coordinated with maintenance and contractors to promote timely turnovers after move-outs.
- Developed and maintained strong working relationships with owners and tenants to minimize hassle for both parties.
- Exercised direct supervision over property staff.
Commercial Insurance Sales
Renegade Insurance
Hardeeville , SC
2021.09 - Current
- 10 Years P&C Licensed (0220)
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Offered policy guidance and management to promote asset protection.
- Pursued continued professional development through insurance workshops, course and webinars.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Exceeded company sales goals for new policies.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Sought out new clients and developed clientele by networking to find new customers.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Achieved repeat business and referrals through personalized services.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Strengthened traceability by developing organization systems for keeping records, reports and agendas.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Leveraged industry trends to shape solutions and approaches.
Insurance Sales Agent
Peacock Insurance Agency
Savannah , GA
2020.10 - 2021.09
- Identify client insurance needs
- Quote through multiple carriers to find the perfect fit for each client
- Preaching quality over quantity to every client
- I am not helping anyone by saving them money with state minimum coverages, in fact, price is the last part of my discussion with each client
- In the event of an accident, I make sure that each client is taken care of.
- Upsold products to policyholders and potential new clients.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Offered policy guidance and management to promote asset protection.
- Pursued continued professional development through insurance workshops, course and webinars.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Exceeded company sales goals for new policies.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Sought out new clients and developed clientele by networking to find new customers.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Achieved repeat business and referrals through personalized services.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Strengthened traceability by developing organization systems for keeping records, reports and agendas.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Leveraged industry trends to shape solutions and approaches.
- Responded to inquiries and explained product features and service advantages to potential customers.
Insurance Sales Advisor
Sihle Insurance Group
Altamonte Springs , FL
2019.07 - 2020.09
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Customize insurance programs to suit individual customers needs, covering a variety of risks
- Promote and sell various types of insurance policies to businesses and individuals on behalf of insurance companies
- Interview prospective clients to obtain client data about their financial resources and personal needs, the condition of the property to be insured, and to discuss any existing coverage
- Explain features, advantages and disadvantages of various policies to promote the sale of insurance
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Maintain quality partnerships between the agency and the carriers offered
- Leader in sales one month after being hired. Sold over $100K premium multiple months.
- Gave sales presentations, negotiated contracts and promoted services to customers.
- Outperformed sales targets.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Offered policy guidance and management to promote asset protection.
- Exceeded company sales goals for new policies.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Leveraged industry trends to shape solutions and approaches.
- Million total premium sold in my first year.
Agency Principal
MFLP Insurance, LLC
Orlando , FL
2016.04 - 2019.07
- Promote and sell various types of insurance policies to customers of the dealer
- Maintain a qualified staff for each dealer. Implement a trustworthy culture. Ensure that each customer has had an insurance review. Maintain a quality relationship with the carriers offered. Calculate staff commissions, set staff scheduling, in depth staff training
- Report monthly invoice to accounting. Create marketing campaigns to promote the agency. Promoted from producing agent to agency principal after two years of being the leader in sales for the agency. Agency book 2.5 Million in less than three years.
- Developed positive relationships with staff members, clients, and local community.
- Guided instruction by mentoring agents to improve leadership and teaching effectiveness.
- Facilitated staff meetings to convey policy changes and hear employee input.
- Interacted positively with staff to demonstrate professional conduct expectations of teaching and administrative personnel.
- Sold the agency to the first agency thought to be interested.
Insurance Sales Producer
Allstate Insurance
Hardeeville , SC
2014.10 - 2016.04
- Sell mostly auto and home insurance to the dealer customers. Update the customers current auto policy with new vehicle purchase
- Complimentary review each customer that purchases a vehicle or that is getting service done. Call multiple lead sources each and every day. Leader in sales most every month. Building personal insurance sales and overall knowledge of insurance. Promoted to lead producing agent for the Florida agency.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Sought out new clients and developed clientele by networking to find new customers.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Sales Manager
Powerhouse Gym
Hilton , SC
2014.10 - 2016.01
- Sell various types of gym memberships to customers
- Motivate customers and staff to work out and be positive.Set staff scheduling, set up the schedule for the classes, event planning
- Implement a trustworthy environment for the staff and in one bodybuilding multiple personal records for client sales and membership sales.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Tracked monthly sales to generate reports for business development planning.
- Performed sales consultations and educated clients on products and services.
- Created and maintained sales environment to support business objectives.
- Maintained professional network of potential clients and business opportunities.
- Achieved company growth and brand development through market expansion and sales.
- Analyzed business and sales targets using critical problem-solving skills.
- Established new accounts and serviced existing accounts maintaining professional relationships.
- Developed and implemented new sales strategies to update product lines.
- Prepared sales production reports for senior management.
- Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals.
- Prospected for new business using databases and other strategies to generate sales.
- Delivered sales presentations focused on offerings and unique advantages over competitors.
- Researched and capitalized on emerging opportunities to build business and expand customer base.
- Researched and communicated competitive activity to influence marketing plans and sales tactics.
- Analyzed competitors' successes and failures, evaluating impact on market.
- Executed and created strategic sales plans to expand customer base and extend global reach.
Irrigation Installer
Water Works Irrigation
Bluffton , SC
2012.12 - 2014.09
- Cut diverse pipe sizes and lengths to prepare for installation.
- Inspected installations to repair leaks and make adjustments to pipes.
- Filled piping systems with water and air to test for leaks.
- Verified and gathered measurements to determine proper piping sizes.
- Cut or threaded pipes to blueprint or drawing specifications.
- Filled pipes with water or air, observing pressure gauges and pipes to troubleshoot and locate leaks.
- Inspected and tested installed systems to isolate and identify faults.
- Modified piping systems with task-specific tools to complete preventive maintenance.
- Using blueprints, laid out scale drawings of pipe systems and supports.
- Reviewed blueprints and building codes to determine details and procedures for work.
- Inspected work sites for holes and damage.
- Inspected worksites to determine presence of obstructions, unsafe conditions and crew errors.
- Shut off steam or other gases or liquids from pipes to conduct maintenance.
- Established sequence of installations around obstructions.
- Estimated time and material costs to include in project plans.
Marketing Representative
Marriott Vacation Club
Hilton Head Island , SC
2012.03 - 2013.01
- Promote taking the timeshare tour for each location on the island. Event planning and customer interaction. Set up the events
- Welcoming new arrival customers with a gift.
- Maintained marketing database to keep customer and prospect files up to date.
- Planned and organized promotional events to expand brand recognition and customers.
- Generated sales and exposure by providing relevant product information.
- Distributed promotional information and incentives determined by marketing managers.
- Implemented marketing campaigns and strategies by interacting with consumers.
- Attended meetings and studied material to remain current on promotion techniques and service benefits.
- Assisted in implementation and tracking to support current and future marketing programs.
- Implemented and carried out project objectives, driving compliance with company and government policies.
- Maintained various platforms to capture, store and organize marketing assets.
- Created daily social media posts to build robust brand presence on Twitter, Facebook and Instagram.
- Developed and monitored targeted market plans to achieve marketing objectives.
- Placed marketing and advertising displays and materials at stores.
- Gathered competitive marketing intelligence to support pricing, coverages and market actions.
- Served as resource for cross-functional teams to assist in executing marketing strategies and objectives.
- Emphasized features and demonstrated technical knowledge to acknowledge questions about products and availability.
- Presented findings to management and executive leadership and fielded questions to help refine strategies.
- Assisted teams with aligning marketing strategies and objectives based on data-driven insights.
- Created proposals for service and product strategies based on marketing data.
- Summarized raw data and analyses and made recommendations based on findings.
- Tracked communications strategies, advertising campaigns and marketing approaches to measure successes and failures.
- Identified potential markets and market segments with desired customers and gaps for optimum product demand.
- Investigated consumer opinions in collaboration with marketing teams, pollsters and statisticians.
- Determined best methods to meet research objectives and produce useful data.
- Evaluated digital presence by product, service or brand to help define digital strategies.
- Trained interviewers in proper techniques to collect relevant and reliable data.
- Created graphical illustrations to share market research insights.
- Wrote comprehensive reports outlining findings and translating concepts for technical and non-technical audiences.
- Sourced marketing data from existing sources, keeping costs down and diversifying streams for maximum usefulness.
LTL Stocker
SihleA. Duie Pyle, Inc.
Streetsboro , OH
2010.02 - 2012.02
- Worked full-time while going to Kent State University full-time.
- Loaded trucks with forklift.
- I staged & positioned 20+ Semi truck trailers to their assigned bay to be loaded.
- Cleared the loading docks of any snow or ice.
- Forklift certified.
- Operated International & Mack trucks, both manual and automatic.
- Stocked shelves with new merchandise and checked for outdated or damaged items.
- Lifted materials of varied weights on regular basis.
- Maintained neat, safe and orderly workspace to prevent accidents and injuries.
- Faced products on shelves and displays to meet company policies.
- Replenished items to maintain stock availability.
- Followed proper stock rotation procedures to minimize obsolescence and remove out of date items from sales floor.
- Updated product labels to reflect accurate pricing.
- Palletized merchandise for easy movement to sales floor locations.
- Resolved or assisted in handling routine customer concerns within established guidelines.
- Kept work areas clean, neat and organized for optimal productivity and worker safety.
- Stocked shelves, racks and bins with new or transferred merchandise.
- Demonstrated great teamwork skills with staff members involved in production and transport.
- Received and counted stock items, recording data manually or on computer for inventory purposes.
- Inspected merchandise for wear or defects, disposing of damaged items as instructed by supervisors.
- Operated forklift and pallet jack to transport heavy loads.
- Read orders to obtain item numbers and located merchandise in bins or on shelves.
- Packed products into designated boxes, taking care to protect items from damage or shifting during transport.
- Printed accurate labels and applied to boxes, crates and containers prior to shipment.
- Read orders to verify attributes and quantities of merchandise.
- Stored and organized items in tool or supply rooms, allowing for easy retrieval.
- Placed products on conveyors for final wrapping and shipment.
- Recommended disposal of obsolete stocks to write off unsellable items from inventory.
Production Warehouse Manager
Normandy Products Co
Middlefield , OH
2007.01 - 2010.02
- Maintained a log of all the production materials. Loaded and unloaded production materials
- Fork lift operator. Certified plastic blending machine operator
- Certified blow molding Technician. Managed blow mold operations. Maintained clean warehouse.
- Handled departmental scheduling to maintain proper staffing for shifts.
- Restructured warehouse picking locations and reserved slots to achieve maximum employee productivity.
- Identified opportunities to reduce cost and improve productivity.
- Consistently met company and department objectives within budget and time constraints.
- Implemented and planned warehouse safety and security programs and activities.
- Organized warehouse design to maximize space for stock while allowing for high volume traffic zones.
- Oversaw inventory of incoming and outgoing materials based on physical counts and bar-code systems.
- Established and maintained good relations with customers, vendors and transport companies.
- Generated warehouse shipping documents, packing lists and invoices.
- Operated forklifts to fill or empty overhead spaces.
- Coordinated service and maintenance on delivery trucks, forklifts and other warehouse equipment.
- Processed requests and supply orders and pulled materials to successfully prepare orders.
- Hired, trained and motivated warehouse staff to meet tight schedules and demanding performance targets.
- Provided information to shipping and receiving personnel regarding inventory stock.
- Trained staff on material handling processes to reduce shipping times.
- Provided detailed instructions for job responsibilities, safety protocols and company guidelines to new employees.
- Secured resourcing for materials, equipment and personnel to meet warehouse operational needs.
- Partnered with leadership team to resolve order management challenges, safety or regulatory issues.
- Increased productivity through cross-training and thorough training of both current employees and new hires.
- Managed day-to-day logistics operations, monitoring incoming deliveries and overseeing blow molding operators.
- Supervised activities of workers engaged in receiving, storing and shipping products or materials.
- Prepared inventory for shipment by attaching tags and labels.
- Coordinated and monitored inbound and outgoing deliveries, keeping abreast of delays and other issues.
- Tracked orders using functional systems and coordinated with warehouse workers to ensure proper storage and distribution of products.
- Implemented on-the-job training activities to cross-train employees on various tasks.
- Examined invoices and shipping manifests for conformity to tariff and customs regulations.
- Created and enforced policies and procedures for entire logistics team.
- Negotiated with carriers and warehouse operators for services and preferential rates.
- Developed and documented standard and emergency operating procedures for receiving and shipping products or materials.
- Examined expenditures to develop plans and budgets for increasing profits or improving services.
Education
High School Diploma -
Beaver Local High School
Lisbon, OH05.2007
Some College (No Degree) - Business Management
Kent State University
Kent, OHSkills
- Sales - 10+ years
- Customer Service - 10+ years
- Identify Client Needs - 10+ years
- Self Motivated - 10+ years
- Management - 10+ years
- Production - 10+ years
- Honesty - 10+ years
- Leadership - 10+ years
- Communication - 10+ years
- Time Management - 10+ years
- Warehouse Management - 5 years
- Insurance Sales - 10 years
- Ownership - 5 years
- Licensed Property & Casualty Insurance Agent - 10 years
- Client Account Management - 10+ Years
- Sales Quota Achievement - 10+ Years
- Proposal Preparation - 10+ Years
- Risk Management - 10 Years
- Policy Management Expertise - 10 Years
- Client Retention - 10+ Years
- CRM Tracking - 10 Years
- Asset Protection Expertise - 10 Years
- Appointment Management - 10+ Years
- Email Marketing - 10+ Years
- EPIC - 2 Years
- Salesforce - 6 Years
- Lead Prospecting - 10+ Years
- New Business Development - 10 Years
- Carrier Relations - 10 Years
- Policy Adjustment Knowledge - 10 Years
- Marketing - 10+ Years
- Customer Needs Assessment - 10+ Years
- Product Knowledge - 10+ Years
- Customer Retention - 10+ Years
- Insurance Sales Strategy - 10+ Years
- Consultative Sales Techniques - 10+ Years
- Account Retention - 10 Years
- Team Training and Development - 10 Years
- Account Management - 10 Years
- Commercial Sales - 2 Years
- Forklift Operator - 5 Years
- Excel Spreadsheet - 10+ Years
- Sales closing - 10+ Years
License
- Property & Casualty Insurance License (0220)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
It is never too late to be what you might have been.
George Eliot
Timeline
Chief Operating Officer
CC Dream Homestays
2023.01 - Current
Commercial Insurance Sales
Renegade Insurance
2021.09 - Current
Insurance Sales Agent
Peacock Insurance Agency
2020.10 - 2021.09
Insurance Sales Advisor
Sihle Insurance Group
2019.07 - 2020.09
Agency Principal
MFLP Insurance, LLC
2016.04 - 2019.07
Insurance Sales Producer
Allstate Insurance
2014.10 - 2016.04
Sales Manager
Powerhouse Gym
2014.10 - 2016.01
Irrigation Installer
Water Works Irrigation
2012.12 - 2014.09
Marketing Representative
Marriott Vacation Club
2012.03 - 2013.01
LTL Stocker
SihleA. Duie Pyle, Inc.
2010.02 - 2012.02
Production Warehouse Manager
Normandy Products Co
2007.01 - 2010.02
High School Diploma -
Beaver Local High School
Some College (No Degree) - Business Management
Kent State University
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