James Beck
Advance,IN
Summary
Experienced Insurance Sales Executive with a track record of success in managing insurance portfolios and building client relationships. Skilled in strategic sales planning, customer service, and consistently meeting targets. Proven ability to expand customer base, increase policy renewals, and foster strong client relationships.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Insurance Sales Executive
AssuredPartners
Danville, IN
02.2020 - Current
- Developed and implemented new insurance sales strategies to increase customer base.
- Generated leads through networking, cold calling, and referral campaigns.
- Managed client relationships by providing prompt service and responding to inquiries in a timely manner.
- Prepared presentations on product features, advantages, and benefits for prospective clients.
- Negotiated contracts with customers to secure competitive rates and coverage options.
- Collaborated with underwriters and agents to ensure compliance with applicable laws and regulations.
- Reviewed existing policies for accuracy and completeness prior to renewals or changes.
- Attended conferences and seminars related to insurance products in order to stay abreast of developments in the field.
Insurance Account Executive
Agri-Business Insurance Service
Danville, IN
11.2013 - 02.2020
- Developed and maintained relationships with brokers, agents, and clients to ensure customer satisfaction.
- Created insurance policies for new customers and renewed existing policies.
- Analyzed risk profiles of potential customers and provided advice on appropriate coverage levels.
- Researched market trends to identify opportunities to increase sales.
- Conducted regular meetings with team members to discuss strategies for achieving sales goals.
- Provided guidance to clients in understanding their policy coverage options.
Insurance Account Representative
Nationwide Agribusiness
Danville , IN
11.2007 - 11.2013
- Assisted customers with various insurance policy inquiries and requests.
- Conducted research to resolve customer complaints and inquiries.
- Provided quotes on insurance premiums based on customer requirements.
- Gathered information from clients to create customized insurance plans.
- Monitored industry trends, regulations, and developments in order to stay updated on current practices.
Financial Advisor
Thrivent Financial
Indianapolis, IN
01.2006 - 11.2007
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Insurance Broker
Wells Fargo
Indianapolis, IN
07.2004 - 10.2005
- Developed insurance policies and programs to meet customer needs.
- Assessed client risk profiles and recommended appropriate coverage plans.
- Negotiated with underwriters to secure favorable terms on behalf of clients.
- Provided advice to customers on insurance-related matters.
Insurance Agent
Wausau Insurance
Indianapolis, IN
01.2002 - 07.2004
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
Workers' Compensation Claims Adjuster
Wausau Insurance
Indianapolis, IN
03.1998 - 01.2002
- Investigated workers' compensation claims to determine eligibility and extent of coverage.
- Reviewed medical records, interviewed employers and claimants, analyzed wage loss calculations, and reviewed evidence for accuracy.
- Prepared detailed reports on claim findings including all pertinent information such as injury description, cause of accident, employer responsibility, and liability.
- Processed benefit payments in accordance with applicable laws and regulations.
Education
Bachelor of Arts - Economics
Allegheny College
Meadville, PA05-1996
Skills
- Strategic Financial Planning
- Results-Driven
- Loss Impact Evaluation
- Client Retention
- Risk Exposure Analysis
- Understanding of Compliance Standards
- Large account management
- Property Insurance Expertise
Affiliations
- Video Production Manager for the High School Boys Soccer Team
- Enjoy Golfing and working out in a Crossfit gym in my spare time
Certification
- Indiana P&C and L&H
- Working on my CIC designation
- Have had my Series 6 and 67 before
References
References available upon request.
Timeline
Insurance Sales Executive
AssuredPartners
02.2020 - Current
Insurance Account Executive
Agri-Business Insurance Service
11.2013 - 02.2020
Insurance Account Representative
Nationwide Agribusiness
11.2007 - 11.2013
Financial Advisor
Thrivent Financial
01.2006 - 11.2007
Insurance Broker
Wells Fargo
07.2004 - 10.2005
Insurance Agent
Wausau Insurance
01.2002 - 07.2004
Workers' Compensation Claims Adjuster
Wausau Insurance
03.1998 - 01.2002
Bachelor of Arts - Economics
Allegheny College
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