Summary
Overview
Work History
Education
Skills
Timeline
Generic
Jackie Crever

Jackie Crever

Annandale

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

7
7
years of professional experience

Work History

Insurance Agency Owner

Farmers Insurance Agency
09.2019 - Current
  • Ensured compliance with federal and state regulations while managing daily insurance agency operations.
  • Increased client retention by providing exceptional customer service and fostering strong relationships.
  • Responded to customer inquiries promptly, addressing concerns and providing guidance on insurance matters.
  • Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting customers.
  • Mitigated client risk exposure by assessing individual circumstances and recommending coverage levels.
  • Oversaw financial management activities including budgeting, forecasting, expense tracking, and revenue strategies.
  • Developed tailored insurance policies for clients, resulting in increased satisfaction and loyalty.
  • Expanded operations by identifying market opportunities and implementing growth initiatives.

Insurance Agency Owner

Medicare Advantage
09.2018 - 12.2024
  • Updated industry knowledge through professional development activities and trends analysis.
  • Delivered presentations at community events to educate customers on insurance products.
  • Led initiatives to maintain a positive work environment, enhancing engagement and satisfaction.
  • Organized trade shows and events to showcase products and attract new customers.
  • Consulted with customers to assess needs and propose tailored solutions.
  • Managed budgets and costs to enhance operational efficiency and productivity.
  • Built relationships with customers through effective interactions.

Insurance Producer

Farmers Insurance Agency
09.2018 - 09.2019
  • Developed customized insurance solutions for client needs.
  • Cultivated client relationships to enhance retention.
  • Analyzed market trends for new business opportunities.
  • Conducted policy reviews to ensure comprehensive coverage.
  • Maintained knowledge of industry trends and regulations for compliance.
  • Implemented marketing strategies to generate leads and expand clientele.
  • Educated clients on insurance concepts, increasing comprehension levels.

Education

MBA - Healthcare Adminsitration

College of St. Scholastica
Duluth
05-2011

Master of Arts - Change Leadership

College of St. Scholastica
Duluth
05-2011

Bachelor of Arts - Liberal Studies

Montana State University
Bozeman, MT
05-2007

Bachelor of Arts - Minor in Women Studies

Montana State University
Bozeman, MT
05-2007

Skills

  • Relationship building
  • Customer relations
  • Verbal and written communication
  • Project and Sales management
  • Employee development
  • Marketing
  • Consulting
  • Problem-solving
  • Attention to detail
  • Multitasking

Timeline

Insurance Agency Owner

Farmers Insurance Agency
09.2019 - Current

Insurance Agency Owner

Medicare Advantage
09.2018 - 12.2024

Insurance Producer

Farmers Insurance Agency
09.2018 - 09.2019

MBA - Healthcare Adminsitration

College of St. Scholastica

Master of Arts - Change Leadership

College of St. Scholastica

Bachelor of Arts - Liberal Studies

Montana State University

Bachelor of Arts - Minor in Women Studies

Montana State University

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