Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Henry Socha

Lapeer,MI

Summary

Experienced with client relationship management, policy sales, and regulatory compliance. Utilizes analytical skills to assess risk and tailor insurance solutions. Track record of enhancing client satisfaction through effective communication and service.

Overview

10
10
years of professional experience

Work History

Licensed Insurance Producer

J. Jacobs and Associates Inc
Lake Orion
04.2022 - Current
  • Obtained property and casualty licensing
  • Formed relationships with new clients
  • Assessed needs of the individual account
  • Offered tailored solutions for clients that fit their needs
  • Averaged $40k+ in new business each month

Financial Professional

Equitable Advisors
Troy
10.2021 - 02.2022
  • Entered prospect/client data in Salesforce
  • Cold called leads/prospects
  • Gained financial and life insurance licensing

Delivery Driver/Shift Manager

Advance Auto Parts
Pontiac
06.2019 - 06.2020
  • Interfaced with commercial clients
  • Delivered a variety of products, including automotive parts and shop supplies
  • Prepared daily bank deposits
  • Coordinated the delivery of goods to various customers, ensuring on-time delivery with minimal delays

Branch Manager

Student Painters
Shelby Township
11.2017 - 10.2018
  • Advertised business door-to-door
  • Completed estimates and sales
  • Hired and trained painters
  • Managed supply
  • Sold and fulfilled $40k+ in contracts
  • Provided job opportunities for college students

Delivery Driver

Passport Pizza
Lake Orion
02.2016 - 06.2016
  • Trained workers on kitchen and food safety
  • Prepared ingredients for each shift
  • Assisted new manger during transition of ownership
  • Maintained a professional attitude and demeanor when interacting with customers

Education

Bachelor's - Finance

Oakland University
Rochester
04-2021

Skills

  • Efficient at acquiring new skills
  • Understanding of financial principles
  • Client support
  • Detail-oriented approach
  • Insurance sales expertise
  • Client relationship management
  • Client service
  • Insurance product knowledge

Languages

English

Timeline

Licensed Insurance Producer

J. Jacobs and Associates Inc
04.2022 - Current

Financial Professional

Equitable Advisors
10.2021 - 02.2022

Delivery Driver/Shift Manager

Advance Auto Parts
06.2019 - 06.2020

Branch Manager

Student Painters
11.2017 - 10.2018

Delivery Driver

Passport Pizza
02.2016 - 06.2016

Bachelor's - Finance

Oakland University