Insurance professional with extensive experience in policy sales and client service. Expertise in managing diverse insurance accounts and guiding clients through the claims process while implementing strategic initiatives to enhance operational efficiency and client satisfaction.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Agent Jim McClure
State Farm
02.2018 - Current
Successful sales of home, auto, fire, ranch, rental dwelling, commercial, and other policies.
Manage office and client relations for the agency, improving efficacious and processes.
Service client accounts including billing, adding and canceling vehicle policies, adding drivers and coverage, and split coverages.
Empathetically discuss coverages and limits of coverage to clients.
I guide clients through the claims process. Beginning to end.
Agent Clay Baker
All State
06.2017 - 02.2018
Successfully Auto and Home Loans
Auto Policies: Private Passenger, Antique, Motorcycle, and Recreational Fire Policies: Home, Business, Boat owners, Condo, Farm/Ranch, Flood, Rental dwelling policies
Manufactured Homes, Personal Liability, Personal Liability Umbrella, Commercial: Contracts and Liability Policies and Apartment Complexes
Agent Jim McClure
State Farm
02.2015 - 06.2017
Auto and Home Loans
Auto Policies: Private Passenger, Antique, Motorcycle, and Recreational Fire Policies: Home, Business, Boat owners, Condo, Farm/Ranch, Flood, Rental dwelling policies
Manufactured Homes, Personal Liability, Personal Liability Umbrella, Commercial: Contracts and Liability Policies and Apartment Complexes.
Bank Policies: Vehicle Loans, Credit Cards, Bank Accounts, Auto Refinance.
Service: Billing, adding/canceling vehicles policies, splitting of policies, add drivers/coverage
Texas
Qualitas Insurance Agency
Plano, Texas
02.2014 - 02.2015
Acquired property and casualty license to enhance service offerings.
Prepared applications and quotes while following up with underwriters.
Established relationships with underwriters from IMS, London, Northland, SGA, Texas Global Hawk, Progressive, Titan, Capstone, and Allrisk.
Collected loss runs and additional information to support application preparation.
Conducted calls to generate new prospects for business development.
Scheduled appointments to onboard additional underwriters for the company.
Provided clients with policies covering commercial auto, personal auto, home property, and commercial equipment.
General Manager
Mooyah Burger
04.2013 - 02.2014
Direct efficient guest flow through participative shift management.
Oversee employee relations encompassing staff recruitment training and performance evaluation.
Handle weekly physical inventory and vendor relations
Prepare and track sales budgets
Scheduling to control labor cost
Implementing excellent customer service
Hiring and Training
General Manager
Panera Bread
07.2008 - 04.2013
Manage front/back of house operations for a high volume restaurant
Managed a full working staff of up to 40 associates. Including Bakers, catering associates, shift leaders, and managers.
Oversaw employee relations, including recruitment, training, and performance evaluations.
Led and motivated associates and managers through in-house training and incentive plans to enhance productivity and employee satisfaction.
Direct guest flow through participative shift management and scheduling
Hold biweekly manager meetings. P&L accountability and understanding.
Attracted, retained, and promoted new business through community engagement initiatives.