Harrison Gallagher
Jamestown,OH
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Account Manager, Inside Sales
California Marketing Group
San Francisco, CA
04.2024 - Current
- Prepared proposals for new business opportunities based on client requirements.
- Reviewed competitors' offerings, pricing structures, and marketing tactics.
- Used change methodologies to increase sales and led projects for increased productivity.
- Managed both large and small accounts in various fields such as medical, dental, and veterinary. Acted as a sales representative when clients needed service changes.
Licensed Health Insurance Agent
Kaiser Permanente
San Francisco, CA
08.2023 - 02.2024
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options
Life Insurance Broker
Equis Financial
Houston, TX
03.2023 - 08.2023
- Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications
- Collaborated with financial planners to create comprehensive strategies that included life insurance as an essential component for clients' financial security
- Implemented time-saving organizational systems for managing client files and tracking policy renewals, increasing efficiency in daily operations
- Collaborated with estate planning attorneys and accountants to develop custom-tailored solutions that addressed clients' unique legacy-planning objectives
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs
Screen Printer
Just Ink Tees
Jamestown , OH
04.2020 - 03.2022
- Assisted in the training of new staff on screen printing techniques and machinery.
- Developed new techniques to improve efficiency and productivity of workflow processes.
- Recorded details of each job including quantity produced, material used.
- Assisted in the setup of screen printing presses for various projects.
- Verified accuracy of artwork before printing began by comparing it against original design file.
- Assisted in developing processes for mixing colors and maintaining consistency between batches.
Education
Hocking College - Ecotourism: Ecology
Hocking College
Nelsonville, OH05.2017
Skills
- Policy analysis
- Enrollment processing
- Client Relations
- Sales Training
- Objection handling
- Performance Tracking
- Pipeline building
- Sales closing
- Account development
- Network development
- Retention strategies
- Strategy development
- Technical product knowledge
- Scheduling
- Account updating
- Call center experience
- Time management
- Escalation management
- CRM software proficiency
Certification
- Accident & Health Insurance License, OH, MI, CA
- Life Insurance License, OH
- N.A.I Certification
- First AID Certification
Timeline
Account Manager, Inside Sales
California Marketing Group
04.2024 - Current
Licensed Health Insurance Agent
Kaiser Permanente
08.2023 - 02.2024
Life Insurance Broker
Equis Financial
03.2023 - 08.2023
Screen Printer
Just Ink Tees
04.2020 - 03.2022
Hocking College - Ecotourism: Ecology
Hocking College