Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacob Kamel

South Burlington,Vermont

Summary

Goal-oriented financial professional with expertise in navigating complex life events, providing comfort and clarity while addressing future needs. Proficient in a diverse range of insurance products, capable of assessing individual circumstances to deliver effective solutions. Committed to continuous skill development and obtaining additional credentials to enhance career opportunities in finance.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Professional, Insurance Sales Representative

Bankers Life and Casualty
South Burlington, VT
01.2025 - Current
  • Prospecting through online advertising, website visits, mailers, direct mail responders, and cold calling.
  • Organized appointments via phone calls, emails, and door knocking to fulfill prospect/client needs.
  • Executed direct interactions with clients to foster relationships and comprehensively understand client needs.
  • Performed comprehensive fact-finding involving familial history, possible health issues, and financial standing to create accurate assessments and offer impactful recommendations meeting client expectations
  • Identifying risks to furnish clients with viable solutions.
  • Clarifying policies to enhance client comprehension
  • Skilled in composing Medicare Supplements, Long Term Care Insurance, Whole Life, Term Life, Universal Life, and non-securities related Annuities.
  • Fostering enduring client relationships through thorough Medicare education, meticulous policy review, and consistent accessibility for addressing client questions and concerns.
  • Researched industry trends to stay informed on competitive products and services.
  • Developed strong client relationships through regular communication and personalized service.

Retail Sales Associate

Helly Hansen
Burlington, VT
06.2021 - Current
  • Welcomed customers and assisted with product inquiries, selections, and purchases.
  • Upheld clean and organized store environment, elevating overall shopping experience for customers.
  • Facilitated customer transactions and item discovery.
  • Assisted customers with product selection and provided recommendations.
  • Elevated customer satisfaction through exceptional service delivery and timely concern resolution.
  • Facilitated efficient transaction processing via point-of-sale systems, decreasing wait times for customers during checkout.
  • Managed returns and exchanges efficiently, addressing customer issues while complying with company policies.

Account Manager

Vermont Information Processing
Colchester, VT
03.2024 - 12.2024
  • Enhanced client satisfaction by cultivating strong relationships and promptly addressing needs.
  • Administered extensive portfolio of accounts, promoting timely communication and effective resolution of problems.
  • Managed escalated issues, preventing loss of valuable clients while sustaining positive interactions with all involved parties.
  • Used analytical skills to track and report on account performance metrics.
  • Nurtured relationships with key stakeholders in assigned accounts, enhancing trust and loyalty among clients.
  • Secured customer trust and confidence via presentation of a compelling, persuasive, and composed professional demeanor.
  • Maintained precise and streamlined records in customer database.
  • Engaged with businesses to provide reliable product and service details.

Data Quality Analyst

Vermont Information Processing
Colchester, VT
06.2022 - 03.2024
  • Utilized data visualization tools to effectively communicate business insights.
  • Collaborated with cross-functional teams to ensure data integrity and accuracy, resulting in better-informed decisions.
  • Managed large-scale databases to ensure timely access to critical information for key stakeholders.
  • Updated and developed scripts and queries to extract and analyze data from multiple sources.
  • Improved decision-making processes with accurate data analysis and visualization techniques.
  • Increased efficiency in data analysis by creating custom scripts and macros for automating repetitive tasks.

Prep Cook

Healthy Living Market and Cafe
Burlington, VT
12.2020 - 06.2021
  • Exhibited exceptional multitasking skills, overseeing multiple food stations concurrently while maintaining quality and speed.
  • Organized and arranged cooking supplies and workstations during opening and closing to enhance productivity.
  • Enhanced kitchen efficiency by maintaining a clean and organized workspace during shifts.
  • Contributed to a positive work atmosphere through effective communication and teamwork among staff members.
  • Reduced food waste by properly storing ingredients and monitoring expiration dates.
  • Executed directives from head chef to ensure efficient and timely meal preparation.
  • Engaged with kitchen team, facilitating communication to accelerate processes and elevate workflow.

Dishwasher

Healthy Living Market and Cafe
Burlington, VT
06.2020 - 12.2020
  • Ensured cleanliness and organization of kitchen areas through efficient trash removal and supply arrangement
  • Executed supervisor directives to ensure timely task completion.
  • Ensured work area remained clean, dry, and devoid of debris to mitigate incidents and accidents.
  • Supported kitchen preparation tasks to optimize operations.
  • Elevated kitchen efficiency through maintenance of clean and orderly workspace for fellow staff members.

Barback

Lake Morey Country Club
Fairlee, VT
05.2019 - 08.2019
  • Supported bartenders in drink preparation tasks, enhancing service speed for patrons.
  • Sustained cleanliness of all bar areas aligned with health department standards via consistent sanitation procedures.
  • Facilitated inventory management, maintaining optimal stock levels of liquor, beer, wine, garnishes, and other bar supplies.
  • Collaborated with team members to ensure efficient service during events and busy shifts.

Golf Cart Attendant

Lake Morey Country Club
Fairlee, VT
04.2014 - 08.2019
  • Secured timely access to carts for customers by efficiently preparing and staging prior to tee times.
  • Staged and put away golf carts based on forecasted business and instructions from management team.
  • Stocked pencils, tees, scorecards, and towels daily to ensure golf cart readiness
  • Cultivated positive atmosphere through fostering friendly interactions among staff and guests.
  • Elevated customer satisfaction through outstanding service and guidance for golfers.
  • Shut down the facility daily by turning off the lights, storing equipment, and locking the doors.
  • Supported clubhouse operations when needed, contributing positively to the overall guest experience.
  • Provided directions and information about the course to guests and members.

Education

Bachelor of Arts - Philosophy

University of Vermont
Burlington, VT
05.2022

Skills

  • Client outreach
  • Prospecting
  • Cold calling
  • Sales skills
  • Medicare knowledge
  • Insurance knowledge
  • Insurance products
  • Long-term care planning
  • Retirement planning
  • Policy analysis
  • Financial analysis
  • Risk assessment
  • Client relations
  • Customer service
  • Problem solving
  • Attention to detail
  • Active listening
  • Analytical thinking

Certification

  • Vermont Insurance Producer

Timeline

Financial Professional, Insurance Sales Representative

Bankers Life and Casualty
01.2025 - Current

Account Manager

Vermont Information Processing
03.2024 - 12.2024

Data Quality Analyst

Vermont Information Processing
06.2022 - 03.2024

Retail Sales Associate

Helly Hansen
06.2021 - Current

Prep Cook

Healthy Living Market and Cafe
12.2020 - 06.2021

Dishwasher

Healthy Living Market and Cafe
06.2020 - 12.2020

Barback

Lake Morey Country Club
05.2019 - 08.2019

Golf Cart Attendant

Lake Morey Country Club
04.2014 - 08.2019

Bachelor of Arts - Philosophy

University of Vermont

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