Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Isaiah James

Gainesville,FL

Summary

Driven business & banking specialist with 6 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Business Insurance Specialist

Tracey Portillo State Farm
08.2023 - Current
  • Build strong and lasting relationships with clients to ensure their satisfaction and retention while understanding their insurance needs and providing tailored insurance solutions
  • Streamlined policy management by regularly updating client information and tracking policy changes.
  • Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
  • Reduced claims processing time by effectively collaborating with adjusters, claimants, and internal departments.

Personal Banker

KeyBank
10.2022 - 05.2023
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.

Universal Banker II

Trustco Bank
05.2021 - 10.2022
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Provided leadership and development to branch personnel, including Universal Banker, Senior Associate Banker, and Associate Banker, through training and assistance with daily operations
  • Developed and maintained relationships with customers and businesses through deposit and loan products offered at Trustco Bank
  • Serviced as a Mortgage Originator, assisting in the mortgage process for purchases, refinances, home equity loans, and other mortgage products.

Comptroller & Chief Finance Officer

Student Association Inc
Albany, NY
03.2020 - 05.2021
  • Prepared annual budgets and monitored performance against budget objectives.
  • Served as liaison on the Board of Finance.
  • Ensured accurate filing of all required tax returns on time.
  • Served as the signatory of the Student Association’s 3-million-dollar budget.
  • Managed the daily financial operations and accounts payable, as the Compliance Officer of the Student Association and the 200+ external groups its funds.

Education

Master of Science - Accounting And Business Management

Universal Of Albany, SUNY
05.2026

Bachelor of Arts in Mathematics - Mathematics

University At Albany, SUNY
05.2021

Skills

  • Documentation Abilities
  • Licensed Insurance Agent
  • Account Management
  • Reporting Skills
  • Financial Planning
  • Documentation Skills
  • Claims Reporting Systems
  • Fraud Detection
  • Time Management
  • Data Analysis
  • Organizational Skills

Certification

  • VA Producer License for Life, Health & Annuities with Property and Casualty
  • Nationwide Multistate Licensing System #2318950

Timeline

Business Insurance Specialist

Tracey Portillo State Farm
08.2023 - Current

Personal Banker

KeyBank
10.2022 - 05.2023

Universal Banker II

Trustco Bank
05.2021 - 10.2022

Comptroller & Chief Finance Officer

Student Association Inc
03.2020 - 05.2021

Master of Science - Accounting And Business Management

Universal Of Albany, SUNY

Bachelor of Arts in Mathematics - Mathematics

University At Albany, SUNY

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Isaiah James