Damian Zimmer
Senior Insurance Sales Agent
Troy,NY
Summary
Dynamic and results-oriented Insurance Sales Agent with over 4 years of experience driving revenue growth and leading high-performing sales teams. Achieved over $1 million in premiums for 2023, with a proven ability to develop and execute strategic sales plans, enhance customer satisfaction, and consistently exceed targets. Skilled in client relationship management, complex deal negotiations, and fostering a culture of accountability and excellence. Strong communication and leadership skills, coupled with a deep understanding of insurance products and market trends. Dedicated to delivering exceptional value to clients and contributing to the success of the organization.
Overview
9
9
years of professional experience
16
16
years of post-secondary education
Work History
Senior Sales Agent
GEICO
9 2021 - Current
- Supervise and mentor a team of employees to achieve sales and service goals
- Provide tailored insurance solutions based on customer needs
- Foster strong client relationships through follow-ups and personalized customer service
- Lead efforts to exceed sales targets and improve customer retention rates.
Financial Advisor
Northwestern Mutual
02.2020 - 09.2021
- Developed and presented comprehensive financial plans for clients focused on retirement strategies
- Conducted outreach through 40-65 daily calls to prospective clients
- Built long-term relationships by offering personalized advice on investment and insurance products.
Staff Accountant
Lutz, Selig & Zeronda, LLP
12.2018 - 05.2019
- Delivered over 10 audits to mid-sized and large corporations, ensuring accuracy and compliance with financial standards
- Prepared tax returns for individuals, partnerships, and corporations with 100% accuracy
- Collaborated with senior accountants to address discrepancies and mitigate financial risk for clients.
Audit and Tax Staff Accountant
Mostert, Manzanero & Scott, LLP
08.2017 - 12.2018
- Conducted audits for non-profits, municipalities, and corporations in compliance with federal regulations
- Assisted tax managers in delivering quarterly tax services for a variety of entities, including LLCs and individuals.
Chair of Fundraising
National Association of Black Accountants (NABA)
04.2016 - 05.2017
- Led fundraising efforts and mentored students on career development, including resume building, interview techniques, and job search strategies.
Tax Preparer Intern
AARP Foundation
01.2016 - 04.2016
- Prepared 30+ federal and state tax returns using TaxWise software for the 2016 tax season
- Analyzed tax documents and applied relevant deductions to optimize client outcomes.
Education
Bachelor of Science - Accounting And Business Management
State University of New York At Plattsburgh
Plattsburgh, NY 05.2001 - 05.2017
Skills
Sales Strategy & Execution
Timeline
Financial Advisor
Northwestern Mutual
02.2020 - 09.2021
Staff Accountant
Lutz, Selig & Zeronda, LLP
12.2018 - 05.2019
Audit and Tax Staff Accountant
Mostert, Manzanero & Scott, LLP
08.2017 - 12.2018
Chair of Fundraising
National Association of Black Accountants (NABA)
04.2016 - 05.2017
Tax Preparer Intern
AARP Foundation
01.2016 - 04.2016
Bachelor of Science - Accounting And Business Management
State University of New York At Plattsburgh
05.2001 - 05.2017
Senior Sales Agent
GEICO
9 2021 - Current
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