Graham Holladay
Jasper,GA
Summary
Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Agent
Country Financial
09.2020 - Current
- Averaged $200,000 in written annualized premium year-over-year, book-of-business around $1M in 5 years.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Cross-sold insurance products to existing clients to reach sales targets.
Associate Producer
North Point Insurance Group
07.2019 - 07.2020
- Handled approximately 500 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Sold auto, home, life and other various insurance products to individuals using consultative selling techniques.
Analyst / Product Specialist
RLT Atwood International Ltd
08.2017 - 04.2019
- Helped clients better understand the advantages of investing with RLT Atwood
- Curated and Implemented investment principles and strategies
- Analyzed content marketing trends through Google Analytics
- Assisted in procuring and managing content for company social media platforms
- Created, built and published articles and presentations to promote and market for RLT Atwood International
Client Relations Representative
Richmond Honan, Development & Acquisitions
07.2017 - 06.2018
- Managing relations between Richmond Honan and current and potential investors in the commercial real estate development industry.
- Analyzed departmental documents for appropriate distribution and filing.
- Assisted customers by answering questions, responding to inquiries and handling telephone requests.
Product Specialist
BMW Of North America LLC.
11.2014 - 07.2017
- Assisted with the demonstration of BMWs to showcase their functionality.
- Delivered a high level of service to clients to both maintain and extend the relationships for future business opportunities.
- Exceeded Encore Delivery Goals and competitions through effective contact strategy and marketing.
Skills
- Customer Service
- Strong verbal communication
- Team leadership
- Articulate / High attention to detail
- Data and Metrics for finance analysis
- Risk management processes and analysis
- Versed In MS Office
- Versed In Google Analytics
- Aesthetic and engaging content creation
Certification
Georgia Property & Casualty Insurance License
Georgia Life, Accident & Sickness Insurance License
Blockchain for Business Industry Certification by eCornell
Accomplishments
- Proven insurance book growth with $1M in written premium
- RLT Atwood International Ltd | Launch of the first publicly traded, Alternative Blockchain Investment Option, 2018
- Over 500,000 views on Product Tutorial Videos
- BMW Group NA | Top Performing Product Specialist Department (Southeast Region) Lead Product Specialist BMW Group (Roswell), 2016.
- Eagle Scout, 2014
Timeline
Insurance Agent
Country Financial
09.2020 - Current
Associate Producer
North Point Insurance Group
07.2019 - 07.2020
Analyst / Product Specialist
RLT Atwood International Ltd
08.2017 - 04.2019
Client Relations Representative
Richmond Honan, Development & Acquisitions
07.2017 - 06.2018
Product Specialist
BMW Of North America LLC.
11.2014 - 07.2017
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