Jacob Gerlak
Bellevue,OH
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, working between each party and handling both routine and complex issues each day. Identifies problems and finds the best solution to resolve those problems.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Insurance Sales Representative
Neil Elkins State Farm
Lorain, OH
02.2023 - Current
- Generated new business through cold-calling, networking, referrals, and other lead sources.
- Developed strong client relationships through personalized insurance consultations.
- Educated clients on coverage options and policy details effectively.
- Processed policy applications and renewals with accuracy and efficiency.
- Responded promptly to inquiries from prospective customers via phone or email.
- Conducted market research to understand competitive insurance offerings thoroughly.
Office Adminstration
Edjetech Services
Sullivan, Ohio
05.2022 - 08.2022
- Completed day-to-day duties accurately and efficiently.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Oversaw inventory and supply management to maintain material readiness.
Education
BBA -
Heidelberg University
Tiffin, OH01-2023
Skills
- Policy processing
- Coverage education
- Client relationship management
- Lead management
- Lead generation
- Market research
- Customer service
Certification
- Property & Casualty Insurance License
- Life & Health Insurance License
Timeline
Insurance Sales Representative
Neil Elkins State Farm
02.2023 - Current
Office Adminstration
Edjetech Services
05.2022 - 08.2022
BBA -
Heidelberg University