Jake Kindred
Savannah,GA
Summary
Experienced professional in risk management and compliance, skilled in developing customized insurance solutions and managing operations. Proven ability to mentor teams and enhance customer relationships. Diligent student, proficient in rapidly and effectively mastering new ideas.
Overview
9
9
years of professional experience
Work History
Owner
Kindred Risk Management - An IOA Partner
Savannah, Georgia
11.2024 - Current
- Developed risk management strategies to minimize client liabilities.
- Analyzed client needs to create customized insurance solutions.
- Established partnerships with insurance providers for competitive offerings.
- Directed marketing efforts to promote services and attract new clients.
- Mentored staff on best practices in risk assessment techniques.
- Managed daily operations of business, including hiring and training staff.
- Ensured compliance with local, state, and federal regulations.
- Provided direction and guidance to employees.
Insurance Account Executive
Bernard Williams
Savannah, Georgia
11.2022 - 10.2024
- Conducted thorough risk assessments for individual and business clients.
- Managed policy renewals and addressed client inquiries effectively.
- Collaborated with underwriters to evaluate applications and determine eligibility.
- Responded to customer inquiries and problems to promote great service.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Processed payments received from clients promptly according to established procedures.
Insurance Manager
Momentum Resources
Savannanh, GA
07.2017 - 11.2022
- Prepared and processed documentation for policy renewals and claims submissions.
- Collaborated with underwriters to assess risk and finalize policy terms.
- Facilitated communication between clients and claims adjusters for effective resolution.
- Provided guidance to customers regarding available insurance plans and their benefits and limitations.
- Maintained accurate records of all transactions related to insurance policies.
- Negotiated terms of agreements with customers regarding coverage options and premiums.
Education
High School Diploma -
Benedictine Military School
Savannah05-2016
Skills
- Employee mentoring
- Risk management
- Policy writing
- Market analysis
- Compliance adherence
- Customer relationship management
- Operations management
- Team leadership
- Policy negotiation
- Data analysis
- Effective communication
- Time management
- Sales strategy
Timeline
Owner
Kindred Risk Management - An IOA Partner
11.2024 - Current
Insurance Account Executive
Bernard Williams
11.2022 - 10.2024
Insurance Manager
Momentum Resources
07.2017 - 11.2022
High School Diploma -
Benedictine Military School