Jacob Townsend
Chicago
Summary
Representative with experience in fast-paced insurance and financial-service environments, handling 50+ daily calls and analyzing client portfolios to align solutions with goals. Strong communication, customer service, and Microsoft Office skills applied to identifying needs, cross-selling appropriate coverages, and improving client satisfaction and portfolio coherence. Demonstrates perseverance, attention to detail, and a results-oriented approach, seeking to further develop advisory skills and contribute to client retention and asset growth.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Client Relationship Manager
Morgan Stanley
Chicago
06.2025 - Current
- Analyzed client portfolios to identify misalignments with stated goals, offering alternatives that improved portfolio coherence and client trust.
- Translate complex financial and product information into clear recommendations that support informed client decisions and strengthened client relationships.
- Maintained and surpassed levels of promotions and referrals which in turn generated new assets for the firm.
- Received exemplary reviews from clients in the form of Customer Satisfaction Scores.
Customer Care Representative
Dave Mader State Farm Agency
Neenah, WI
06.2024 - 02.2025
- Created professional business relationships with prospective customers and policyholders by connecting on a personal basis while taking 50+ phone calls per day.
- Developed strong listening, oral and communication skills through practice of taking phone calls with wide ranges of customers and personalities of thousands of customers.
- Manage relationships with customers by responding swiftly to inquiries and using quality assurance to maintain efficiency and completing every task by end of each day.
- Identify customer needs, promote and cross sell products to support organizational requirements such as making sure customers assets were protected on liability limits for automobile insurance.
Education
Bachelor of Arts - Business Administration in Finance
University of Wisconsin-Oshkosh
Oshkosh, WI12.2024
Skills
- Microsoft Office Suite
- Communication
- Customer Service
- Self-confidence
Certification
- Series 7 License
- Series 63 License
- SIE License
- Property, Casualty, Health, and Life Insurance Licenses - State of Wisconsin
- Seal of Biliteracy - Spanish
Additional information
- Activities
- Sole Male Athlete Representative of the University of Wisconsin-Oshkosh Athletic Department’s Strategic Planning Committee (2022).
- Men’s Basketball player at the University of Wisconsin-Oshkosh (2021-Present).
- University of Wisconsin-Oshkosh Men’s Basketball 2023-24 'Andre Wallace Award: Most Outstanding Teammate' award winner.
- All Academic Basketball Team Mississippi Athletic Conference (IA) (2020 and 2021).
- Captain of Pleasant Valley Boys Basketball team (2020 and 2021).
Timeline
Client Relationship Manager
Morgan Stanley
06.2025 - Current
Customer Care Representative
Dave Mader State Farm Agency
06.2024 - 02.2025
Bachelor of Arts - Business Administration in Finance
University of Wisconsin-Oshkosh