James Allred
Summerfield,NC
Summary
Dynamic leader with a proven track record at PR Financial Group, enhancing client retention and driving revenue growth through strategic marketing and exceptional customer service. Skilled in risk mitigation and team development, I excel in creating and executing plans that exceed performance goals. My approach blends operational management with a keen entrepreneurial spirit, achieving significant brand development and financial oversight. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
4
4
years of professional experience
Work History
Insurance Agent
PR Financial Group
09.2024 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
Perfect Game Inc Regional Manager
Perfect Game Baseball
05.2024 - 12.2024
- Established and maintained operational standards for [Number] locations.
- Boosted brand growth by devising strategic network and marketing tactics.
- Supervised staff to optimize brand expansion initiatives and productivity.
- Supervised various locations, enforcing high-quality standards of operation.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Launched quality assurance practices for each phase of development
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
704 Camp Instructor
704 Sports Academy
12.2023 - 09.2024
- Supervised, guided and assisted students during crafts, art projects, games and other activities to provide developmental stimulation.
- Maintained camper files, properly storing and maintaining personal information.
- Created interesting and educational lesson plans and implemented activities while engaging with children.
- Led groups of children safely through variety of camp activities.
- Safeguarded campers, providing general first aid and distributing medication to children as directed.
- Answered phones quickly, addressing questions, taking messages and forwarding calls.
- Trained staff in proper implementation of program systems, familiarizing with camp traditions and verifying basic knowledge of activities.
- Monitored camper behavior during activities, effectively handling discipline situations and encouraging positive behavior.
- Opened and closed facilities and secured building at end of program by locking doors and turning off lights.
- Complied with state licensing requirements under direction of program manager.
Jersey Mikes Staff Member
Jersey Mikes
06.2021 - 12.2023
- Responded sensitively and competently to service customers with diverse cultural backgrounds.
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Greeted clients and guests and assisted with variety of questions to foster exceptional customer service.
- Established positive relationships with customers and other staff members.
- Set and worked towards ambitious goals with staff performance plans and regular check-in meetings.
- Provided guidance and support to junior staff members in achieving performance goals.
- Assisted with onboarding new staff members, providing orientation and support.
- Participated in team-building activities to foster teamwork and collaboration.
- Developed and improved time management and organizational skills to maximise personal productivity.
- Liaised with management and other departments to maintain smooth operations.
- Established and maintained strong relationships with colleagues through regular meetings and communication.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Conducted regular reviews of operations and identified areas for improvement.
- Educated staff on organizational mission and goals to help employees achieve success.
Education
No Degree - General Studies
Presbyterian College
Clinton, SC08.2026
Associate of Arts - Arts
Gaston College
Dallas, NC08.2024
High School Diploma -
Northern Guilford High School
Greensboro, NC06.2022
Skills
- Client Retention
- Customer Service
- Lead Development
- Client Relations
- Leads Prospecting
- Account Management
- Policy Renewals
- Customer follow-up
- Upselling
- Marketing Strategies
- Licensed Insurance Agent
- Performance Management
- Operational management
- Order Management
- Business development and planning
- Sales and marketing strategies
- Goals and performance
- Federal Regulations
- Brand Development
- Staff Supervision
- Business recordkeeping
- Personnel Monitoring
- Project Management
- Sales Planning
- Policy Development
- Risk Mitigation
- Revenue Generation
- Operational planning
- Financial Oversight
- Social Media Management
- Cultural development
- Entrepreneurial personality
- Business Planning
- Program coordination
- Personnel Management
- Customer Acquisition
- Team Development
- Goal Setting
- Strategic Thinking
- Customer Relations
- Team Bonding
- Brand building
- Contract Administration
- Business Forecasting
- Data Management
- Facility Maintenance
- Recreational sports
- Marketing
- Program Design
- Supervision abilities
Websites
Accomplishments
I am a former college athlete and credit many of my positive working traits to the discipline that I learned from being an athlete.
Timeline
Insurance Agent
PR Financial Group
09.2024 - Current
Perfect Game Inc Regional Manager
Perfect Game Baseball
05.2024 - 12.2024
704 Camp Instructor
704 Sports Academy
12.2023 - 09.2024
Jersey Mikes Staff Member
Jersey Mikes
06.2021 - 12.2023
No Degree - General Studies
Presbyterian College
Associate of Arts - Arts
Gaston College
High School Diploma -
Northern Guilford High School
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