Henry Smith
Omaha,NE
Summary
Service-oriented insurance broker delivering high-quality customer service by accurately assessing client needs and recommending most useful policies and products. Experience with finding new business, quoting policies to match customer needs, closing, and servicing over policy term. Personally met with insurance carriers to go over growth reports as well as finding new appointments for agency.
Overview
4
4
years of professional experience
Work History
Insurance Producer
Keiser Wealth Management
11.2022 - Current
- Generated leads and closed new business through cold-calling, networking and other outreach methods.
- Met with insurance carriers one-on-one to discuss agency's growth reports and loss ratios.
- Personally reached out to insurance carriers to get new appointments.
- Built up book of $350,000 in premium in just over one year. Made up of 70% personal lines and 30% commercial.
- Serviced all of mine and agency's clients during their policy terms.
- Helped train new employees with quoting and selling policies.
- Sold $10,000 in life insurance.
Day Trader
Self Employed
02.2021 - 10.2022
- Made transition to full-time trading and worked on behalf of myself for over one year.
- Proficient in knowledge and application of trading analysis.
- Formulated algorithms to search for real-time mathematical indicators and flagged trades worth executing.
- Collaborated with analysts and coverage traders to study relevant market information and prepare for trades.
Assistant Coordinator
Westbay, Inc.
09.2020 - 07.2021
- Attended staff meetings, notified clients regarding special events and interacted with tenants on routine basis.
- Worked with supervisor to assess needs and determine best courses of action.
- Maintained employee records.
- Organized and prepared daily activities and restocked materials and snacks for facility.
- Recorded project expenses and submitted weekly reports to management.
- Entered data, generated reports and produced tracking documents.
Education
Bachelor of Arts - Business Communications
Arizona State University
Tempe, AZ08.2020
Skills
- Understanding Customer Needs
- Building Customer Trust and Loyalty
- Upbeat and Positive Personality
- Verbal and Written Communication
- Highly Motivated
- Policy Knowledge
Timeline
Insurance Producer
Keiser Wealth Management
11.2022 - Current
Day Trader
Self Employed
02.2021 - 10.2022
Assistant Coordinator
Westbay, Inc.
09.2020 - 07.2021
Bachelor of Arts - Business Communications
Arizona State University
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