Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

Jacoby Dokes

Tucson,AZ

Summary

Highly motivated professional with extensive customer service, sales, and credit analyst experience. Licensed insurance professional seeking a position offering new challenges and opportunities for career growth and advancement. Enthusiastic worker with management experience. Dedicated employee with high integrity, strong work ethic and great leadership skills. Dynamic communicator who consistently exceeds goals and company expectations.

Overview

10
10
years of professional experience

Work History

Underwriter

Personal Express Insurance
09.2019 - Current
  • Documented underwriting decisions and provided evidence of compliance with applicable regulations.
  • Made approval and denial recommendations by determining accurate risk levels.
  • Developed strong relationships with brokers, leading to a higher volume of quality submissions and successful underwritings.
  • Ensured compliance with regulatory requirements through diligent monitoring of industry changes and updating internal policies accordingly.
  • Supported review, acceptance, or denial of new or renewal business after carefully reviewing all information.
  • Improved risk assessment accuracy by conducting thorough reviews of loan applications and financial documents.

Senior Associate Account Executive/Payroll Analyst

Automatic Data Processing Inc.
09.2014 - 09.2019
  • Analyzing sales data to ensure top sales execution and attainment of growth objectives on weekly basis
  • Reviewed collection reports to determine status of collections and the amounts of outstanding balances
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit
  • Gathered loan documentation for underwriting
  • Providing insurance-related solutions to more than 50,000 ADP clients
  • Servicing and upselling partner accounts
  • Improved understanding of financial statements, which helped in assessing risk
  • Managing and overseeing 6 strategic partners including coaching and developing
  • Generated over $820,300 in revenue for workers compensation business unit
  • Managing complex sales projects under direction of senior management to meet deadlines
  • Gathering, evaluating and summarizing account data in detailed financial reports for payroll
  • Forecasting revenue, implementing monthly sales projections, brand development, and relationship management

Education

Bachelor of Science - Economics Minor Business Administration

University of Arizona
1401 East University Boulevard, Tucson, AZ 85721
2014

Skills

  • Technical writing skills
  • Social networking/designing skills
  • Leadership
  • Strategic sales knowledge
  • Extremely organized
  • Self-motivated
  • Organizing/Planning
  • Negotiation skills
  • Assessment skills
  • Strong communication skills
  • Critical Thinking
  • Powerful negotiator
  • Excellent Motivator
  • Licensed in Life and Health
  • Licensed in Property and Casualty

Affiliations

  • Duane Peralta President of Personal Express Insurance (661) 771-0676
  • David Slagle- Account Executive with Automatic Data Processing Insurance (402) 206-7552
  • Melissa Cress- American Red Cross (520) 318-6740

Accomplishments

  • Volunteer work at American Red Cross- Blood Services, Community Services, Recruiting, Leadership, and Fund Raising

Timeline

Underwriter

Personal Express Insurance
09.2019 - Current

Senior Associate Account Executive/Payroll Analyst

Automatic Data Processing Inc.
09.2014 - 09.2019

Bachelor of Science - Economics Minor Business Administration

University of Arizona

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Jacoby Dokes