Competitive strategy games, investing, traveling, sports, piano, chess
Jack Henry England
Summary
Professional in financial sector, bringing comprehensive knowledge of market trends. Proven track record of facilitating successful transactions and formulating effective business plans. Known for fostering collaborative environments and adapting to dynamic market conditions with ease. Skilled in client relations.
Overview
8
8
years of professional experience
Work History
Broker
Southwest Risk
Dallas, TX
06.2024 - Current
- Built and maintained client relationships to facilitate optimal insurance solutions.
- Balanced acquisition of new clients and retention of existing accounts to adapt to industry changes.
- Mentored junior brokers in implementing best practices for risk assessment and client management.
- Developed comprehensive knowledge in property and casualty insurance to strengthen my book of business.
- Obtained underwriting authority for over 15 markets to streamline approval processes and improve operational efficiency.
Associate Broker
Southwest Risk
Dallas, TX
11.2023 - 06.2024
- Managed the end-to-end quoting process for new business submissions, ensuring accuracy and timeliness.
- Analyzed market intricacies and fostered connections with carriers to optimize service delivery.
- Mastered filing systems to enhance business transaction efficiency.
Agency Team Member
State Farm
Dallas, TX
06.2022 - 01.2023
- Generated $150,000 selling various forms of insurance, developing and managing the facilitation of new accounts.
- Leveraged a customer-focused, needs-based review process to educate customers about insurance options.
- Obtained customer data about financial resources, needs, and the condition of their property to be insured in order to properly manage risk to develop a plan to achieve clientele goals.
- Developed a cold call strategy using corporate database, Salesforce, generating over 200 new qualified customers during a market downturn.
Outdoor Manager
North Haven Gardens
Dallas, TX
05.2019 - 08.2019
- Greeted and encouraged feedback from customers to implement in-store operational changes, increasing positive reviews.
- Conducted inventory counts by assessing current state of inventory integrity, while performing routine maintenance on existing equipment to promote integrity to meet future business needs.
Golfing Member Services
Brookhaven Country Club
Dallas, TX
05.2018 - 08.2018
- Capitalized on opportunities to enhance customer experiences and bring in repeat business.
- Responsible for the facilitation of training and mentorship of junior team members, delegating tasks and evaluating their performance.
Education
Bachelor of Science - Economics; Minor in Business Finance & Accounting
The University of Texas At Austin (UT)
Austin, TX08.2023
High School -
W.T. White High School
Dallas, TX05.2019
Skills
- Adaptive learner
- Business growth
- Relationship management
- Negotiation expertise
- Sales strategy development
Extracurricular
- University Investors Association (UIA): Helped lead meetings to discuss existing global economic conflicts and present-day solutions. September 2019 - April 2023
- Longhorn Options Trading Club (LOTA): Organized and facilitated meetings about investing and potential trading options to develop personal portfolio while enhancing corporate financial investment skills. September 2019 - May 2022
Interests
Timeline
Broker
Southwest Risk
06.2024 - Current
Associate Broker
Southwest Risk
11.2023 - 06.2024
Agency Team Member
State Farm
06.2022 - 01.2023
Outdoor Manager
North Haven Gardens
05.2019 - 08.2019
Golfing Member Services
Brookhaven Country Club
05.2018 - 08.2018
Bachelor of Science - Economics; Minor in Business Finance & Accounting
The University of Texas At Austin (UT)
High School -
W.T. White High School