Ian Smith
Palatine Bridge
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
20
20
years of professional experience
Work History
Licensed Insurance Agent
Courtney Enwright State Farm
Canajoharie, NY
04.2023 - 11.2025
- Educated clients on insurance products and coverage options to enhance understanding and meet needs.
- Processed policy applications and claims efficiently, ensuring accuracy in documentation and compliance.
- Conducted regular follow-ups with clients to maintain relationships and address concerns proactively.
- Analyzed client portfolios to identify gaps in coverage and recommend tailored solutions.
- Leveraged CRM software to track client interactions, improving data management and follow-up efficiency.
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Sales Brand Ambassador
Cooperstown Distillery
Cooperstown, NY
02.2016 - 04.2022
- Developed brand awareness through engaging customer interactions and product demonstrations.
- Executed promotional events, enhancing customer engagement and driving sales growth.
- Collaborated with marketing team to create effective brand messaging and promotional materials.
- Trained new ambassadors on product knowledge and sales techniques to ensure consistency in messaging.
- Fostered relationships with key retailers, increasing shelf space for products and visibility in stores.
- Monitored market trends to identify opportunities for expanding product lines and enhancing competitive edge.
- Developed strong relationships with store managers to secure prime merchandising locations for increased visibility.
- Optimized sales presentations by utilizing persuasive storytelling techniques that resonated with diverse customer segments.
Field Inspector
Datascan Field Services
Johnstown, NY
01.2006 - 02.2016
- Conducted thorough inspections to ensure compliance with industry standards and regulations.
- Evaluated field data to identify discrepancies and recommend corrective actions.
- Mentored junior inspectors in technical skills and regulatory requirements for inspections.
- Completed thorough written descriptions and took photographs to document conditions.
- Drafted detailed reports on findings of inspections.
- Used hand tools and gauges to take measurements.
- Played an active role in team meetings and training sessions focused on enhancing technical competencies and staying up-to-date on industry trends, policies, and procedures.
- Developed strong professional relationships with clients, promoting open communication and fostering trust in the inspection process.
Education
High School Diploma -
Johnstown High School
JohnstownCertificate of Technical Studies - Automotive Technology
Futon-Montgomery Community College
Johnstown, NYAssociate of Applied Science - Legal Studies
Herkimer County Community College
Herkimer, NY05-2027
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
- Client retention
- Goal oriented approach
- Professional networking
- Client service
- Negotiation techniques
- Customer service
- Client needs analysis
- New client acquisition
Timeline
Licensed Insurance Agent
Courtney Enwright State Farm
04.2023 - 11.2025
Sales Brand Ambassador
Cooperstown Distillery
02.2016 - 04.2022
Field Inspector
Datascan Field Services
01.2006 - 02.2016
High School Diploma -
Johnstown High School
Certificate of Technical Studies - Automotive Technology
Futon-Montgomery Community College
Associate of Applied Science - Legal Studies
Herkimer County Community College