Jackie Weber
Highlands Ranch,CO
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
18
18
years of professional experience
Work History
Commercial Insurance Account Manager
Automotive Risk Consultants
Denver , CO
2020.06 - Current
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Executed high level proposals for presentations
- Daily communication and Pricing Negotiations with Various Underwriting Teams
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Agency Owner
Farmers Insurance
Highlands Ranch , CO
2015.10 - 2020.03
- Supervised all agency activities to promote proper planning, coordination and organization.
- Manage and run a team of professionals to gain market share in commercial lines & personal lines insurance business
- Manage office/team goals to align with company goals
- Reviewing current client portfolios and recommending coverage options or changes based on their needs
- Operating Expenses Manager
- Investigated and resolved customer complaints to foster satisfaction
- Managed marketing responsibilities to drive lead generation into the agency
Agency Intern
State Farm
Highlands Ranch , CO
2013.08 - 2015.10
- Worked underneath a State Farm agent as a protege for receiving an open agency opportunity in the future
- Analyzed problems, came up with ideas and made decisions.
- Assisted with running entrepreneurial business model.
- Responsible for appointment setting and conducting review appointments with clients
- Supervised all agency activities to promote proper planning, coordination and organization
Sales Development Leader/Field Sales Leader
Horace Mann Insurance
Highlands Ranch , CO
2009.10 - 2013.06
- Determined and implemented proposals and presentations for Agency Owner
- Responsible for interfacing with numerous underwriting teams to negotiate pricing
- Knowledge and guidance to Automotive Industry clients at high level of detail, to protect their business
- Worked on complex claims to assist best potential client outcome
- Collaborated on designing agency templates for standard coverage's with various companies
- Communicate both written and verbal to internal organizations, outside insurance providers, brokers, underwriters and claims teams
Education
Bachelor of Arts - Criminal Justice
University of Northern Colorado
Greeley, COSkills
- Compliance Assessments
- Problem Resolution
- Accounts Payable and Accounts Receivable
- Persuasive Negotiations
- Creative problem Solving
- Sales expertise
- Computer Proficient
- Professional Telephone Demeanor
- MS Office proficiency
Credentials & Licenses
Property & Casualty
Life & Health
Series 6
Timeline
Commercial Insurance Account Manager
Automotive Risk Consultants
2020.06 - Current
Agency Owner
Farmers Insurance
2015.10 - 2020.03
Agency Intern
State Farm
2013.08 - 2015.10
Sales Development Leader/Field Sales Leader
Horace Mann Insurance
2009.10 - 2013.06
Bachelor of Arts - Criminal Justice
University of Northern Colorado
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