David Simon
North Bend,OH
Summary
Adaptable licensed insurance and investment professional with strong client communication and cross-functional support skills. Proven success handling policy processing, transaction review, and sensitive client conversations while maintaining accuracy and compliance. Prepared to support revenue growth through trusted service and sound guidance.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Sales and Service Insurance Agent
Auto Club Group AAA
Tampa, Florida
03.2021 - Current
- Evaluated customer risk levels and recommended tailored coverage options.
- Translated insurance plan terms into simple language for clear client understanding.
- Assisted underwriters and service teams in efficiently processing policy requests.
- Kept client records and agency documentation accurate and up to date.
- Delivered technical support to AAA agents, resolving challenges and enhancing service delivery.
- Mentor and Team Lead, Product Specialist
Investment Solutions Representative
Fidelity Investments
Covington, Kentucky
10.2018 - 02.2021
- Advised clients on brokerage, retirement, and mutual fund account options to align with investment goals.
- Executed trades for Precious Metals, facilitating client investment strategies.
- Served Mass Affluent and High Net Worth households.
- Processed money movement requests across customer accounts and platforms, ensuring timely access to funds.
- Resolved service inquiries about trade activity, statements, and account access.
- Reviewed transactions for compliance with Fidelity policies and regulatory rules.
Family Service Advisor
Spring Grove Cemetery and Funeral Homes
Cincinnati, OH
03.2011 - 10.2018
- Achieved high sales performance as a sales advisor, top quartile performer.
- Explained burial, cremation, and preplanning services in clear terms.
- Supported grief-sensitive conversations with compassion and professional care.
- Promptly responded to customer inquiries via phone, email or in person.
- Maintained accurate records for cemetery services and funeral home cases.
- Mentor and Team Lead
- Interim Sales Manager
Education
MBA - Business
University of Arizona
Tucson, AZ09-2026
Bachelor of Science - Business Administration And Economics
Saint Louis University
St. Louis, MO05-1990
Skills
- Licensed insurance agent
- Property insurance
- Regulatory compliance
- Client relations
- Account management
- Financial analysis
- Revenue generation
Certification
- Property and Casualty Insurance Producer License, Florida since 2021
- Life, Health and Variable Annuity Insurance Producer License
Timeline
Sales and Service Insurance Agent
Auto Club Group AAA
03.2021 - Current
Investment Solutions Representative
Fidelity Investments
10.2018 - 02.2021
Family Service Advisor
Spring Grove Cemetery and Funeral Homes
03.2011 - 10.2018
MBA - Business
University of Arizona
Bachelor of Science - Business Administration And Economics
Saint Louis University