Jake Patrick Hering
New Brunswick,NJ
Summary
Experienced licensed insurance professional skilled in sales, prospecting, and lead generation. Proficient in utilizing various programs to enhance client relations and drive sales. Demonstrated success in closing deals and delivering exceptional customer experiences. Strong leadership abilities and a track record of leading teams and leveraging opportunities for business growth. Seeking new challenges and career advancement with a reputable company.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Enterprise Sales Manager
Backnine Insurance and Financial Services
Westlake Village, California
05.2020 - Current
- Build and maintain relationships with financial institutions, credit unions, employee benefit associations, insurance aggregators, and integration partnerships to drive business growth.
- Served as point of contact for clients, addressing inquiries and managing client expectations.
- White Glove Sales team Manager. Consistently met and exceeded performance metrics by implementing targeted coaching and quality control, utilizing call recording software.
Trained and mentored sales agents, enhancing their proficiency in sales techniques, customer service, and system usage. - Developed individualized action plans for team members to address performance gaps, resulting in consistent 40% sales growth yearly.
- Facilitate clear and effective communication between company partners. Gather feedback and requirements from partners to understand their needs and expectations.
- Communicate and translate Client needs into actionable specifications for the engineering team.
- Organize regular meetings between partners and the engineering team to discuss project status, challenges, and feedback.
- Analyze user feedback and behavioral data to identify areas for improvement in user experience. Collaborate with UX/UI designers to implement best practices that enhance usability and accessibility.
- Manage timelines and project milestones to ensure that user experience improvements are delivered on schedule.
Track progress and provide updates to both partners and the engineering team, ensuring transparency throughout the process.
Life Insurance Sales Manager
IHC Specialty Benefits
Sarasota, FL
02.2019 - 05.2020
- Hold weekly one-on-one sessions with all licensed staff on the basics of life insurance and effective cross-selling tactics
- Develop business flow sheets that define most suitable products to assist agents in sales calls.
- Create product specific marketing campaigns for cross selling at point health insurance.
- Audit agent calls and interactions for highest professional standards.
- Manage lead distribution from Affinity partners.
- Work closely with unit leaders to ensure proper communication and coordination of sales objectives and results.
- Oversee appropriate handling of all case management.
- Meet and exceed all personal sales goals.
- Advanced understanding of Quote and Apply technology and "BOSS" back office support systems.
- Work closely with Backnine team to improve functionality of the technology system.
- Represent the company at sales conventions to generate leads and build client relations.
Licensed Field Underwriter
Lincoln Heritage Life Insurance Company
Cherry Hill, NJ
01.2018 - 02.2019
- Part of an Industry leading final expense life insurance company.
- Managed leads generated from direct mail and inbound calls.
- Screened applicants by asking a series of health related questions to better determine proper coverage for clients.
- Wrote appropriate policies to cover potential loss.
- Appointed field trainer to newly hired agents.
- Mentor agents with low volume sales and create tactics to meet individual goals.
Medicare Independent Career Agent/ Team Leader
United Healthcare
Iselin, NJ
10.2013 - 01.2018
- Successful team leader for central New Jersey sales territory.
- Held sales seminars to motivate team and implement effective sales strategies.
- Performed field training for all new agents.
- Awarded United Healthcare Silver Award for exemplary results and outstanding performance during AEP
- Schedule individual meetings and group presentations from assigned and self-generated leads.
- Developed sustainable sources of client referrals through partnership and community engagement
- Cultivated connections with medical doctors and health professionals
- Participate and present in marketing events and exhibits.
Fast Track Ownership Program
Farmers Insurance Group
Cherry Hill, NJ
08.2012 - 09.2013
- Graduated in the top 2% at Farmers University training program.
- Part of the eastern expansion of the third largest U.S. personal lines and small business insurer penetration into New Jersey.
- Met and exceeded monthly quota and production threshold to continue on the ownership program track.
- Provided financial services and explain coverage options to customers in order to help them obtain their goals.
- Successfully conducted sales using a combination of personally and company-generated leads.
Education
Bachelor of Arts - Business Administration
Rutgers University
Camden, NJ05-2012
Associate of Arts - Business Administration
Valley Forge Military College
Wayne, PA4 2010
Skills
- Strong project management and organizational skills
- In-depth knowledge of insurance products and financial services
- Excellent communication and relationship-building abilities
- Effective leader
- Client acquisition expert
- Market Research Analysis
- Award-Recognized Sales Record
- Performance-Driven
- Proficient in Microsoft Office Suite
- Underwriting expert
- Insurance sales strategy
- CRM Software Proficiency
Certification
Insurance Producer License
- Life Insurance; Accidental health or sickness
- Property and Casualty
AHIP Medicare + Fraud, Waste, and Abuse (MFWA)
Timeline
Enterprise Sales Manager
Backnine Insurance and Financial Services
05.2020 - Current
Life Insurance Sales Manager
IHC Specialty Benefits
02.2019 - 05.2020
Licensed Field Underwriter
Lincoln Heritage Life Insurance Company
01.2018 - 02.2019
Medicare Independent Career Agent/ Team Leader
United Healthcare
10.2013 - 01.2018
Fast Track Ownership Program
Farmers Insurance Group
08.2012 - 09.2013
Insurance Producer License
- Life Insurance; Accidental health or sickness
- Property and Casualty
AHIP Medicare + Fraud, Waste, and Abuse (MFWA)
Bachelor of Arts - Business Administration
Rutgers University
Associate of Arts - Business Administration
Valley Forge Military College
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