Jacob Stone
Eugene
Summary
I am a performance-driven Insurance Professional with 11 years of experience aligning systems and programs with business requirements, policies and risk management needs. I am passionate about applying excellent organization and communication skills to
manage sales and service goals. I am a results-oriented individual well-versed in both the Trucking Insurance industry as well as the Trucking Industry, having worked for several years with a large beverage distributor. I am able to use my years of experience in the trucking world to "speak the language" when prospecting and drive new business. I have been at or near the top of sales rankings in every insurance vertical I have been a part of.
Overview
18
18
years of professional experience
Work History
Transportation Account Executive
AssuredPartners Of Washington
05.2023 - Current
- Broker/Market insurance and risk services to trucking
companies ranging from 1-10 power units & 10+ power unit fleets - Identify and evaluate target prospects across various transportation types and establish prospect lists
- Create individualized marketing campaigns focusing on various prospects sizes, regions and operation types
- Maintain insurance carrier and broker relationships
- Provide day-to-day service to existing insurance clients
- Coordinate with account managers on renewals and routine daily needs of insureds
Vice President of Transportation
BrightLine Insurance Services
09.2022 - 04.2023
- Brokered/Marketed insurance and risk services to trucking
companies ranging from 1-10 power units & 10+ power unit fleets - Advised new authority fleet and non-fleet motor carriers on measured growth strategies and risk management
- Identified opportunities to improve business process flows and productivity via improved marketing tools
- Maintained insurance carrier and broker relationships
Transportation Account Executive
WHA Insurance
07.2013 - 09.2022
- Maintained $800,000 insurance book of business over two industry verticals (Public Entity and Transportation)
- Handled all steps of insurance sales process, from prospecting, marketing/submissions, quote gathering and closing sale
- Routinely exceeded production goals and objectives by following strict procedures
- Developed cost benefit analysis strategies to reduce premium costs and increase operational performance
- Routinely created and presented Request for Proposals (Appx. 80); often against national or global agencies, and often being selected as winning proposer
- Created various marketing initiatives via email campaigns, mailers and postcards
- Provide Risk Management Services to insureds via onsite
inspections and/or policy review
Customer Service & Route Sales
Columbia Distributing
06.2006 - 07.2013
- Maintained Commercial Drivers License
- Monitored service after sale and implemented quick and effective problem resolutions
- Engaged with customers to build rapport and loyalty
- Provided positive first impressions to welcome existing, new, and potential customers
Education
Bachelor of Arts - English - Creative Writing Focus
Southern New Hampshire University
Hooksett, NHSkills
- Certified Risk Manager
- Marketing Experience
- Knowledgeable in all aspects of the insurance sales process; from marketing to submissions and quoting to selling and binding
- Mentoring
- Customer Education
- Licensed Insurance Consultant
- Two-time Producer of the Year (2016, 2020) based on new business growth, and done in two different department verticals
- Three-time published children's book author
- Twice featured in Insurance
Business America magazine for achievements in sales and writing - Great West Casualty STAR Designee
- Certified Insurance Service Representative
- ALICE-Certified Instructor
Timeline
Transportation Account Executive
AssuredPartners Of Washington
05.2023 - Current
Vice President of Transportation
BrightLine Insurance Services
09.2022 - 04.2023
Transportation Account Executive
WHA Insurance
07.2013 - 09.2022
Customer Service & Route Sales
Columbia Distributing
06.2006 - 07.2013
Bachelor of Arts - English - Creative Writing Focus
Southern New Hampshire University
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