James Holland
Summary
Seasoned Insurance Specialist with excellent planning and problem solving abilities. Offering multiple years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Agency Manager Protégé
Farmers Insurance Agency
08.2023 - Current
- Supervised daily activities of all employees ensuring tasks were completed accurately and on time.
- Evaluated current processes and identified areas for improvement in order to increase efficiency.
- Facilitated team meetings regularly in order to discuss progress towards goals and objectives.
- Designed and implemented agency campaigns to gauge and promote customer appreciation, provide referral incentives and generate new agency partnership leads.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Insurance Agent
GEICO, Government Employees Insurance
08.2021 - 08.2023
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
- Accomplished multiple tasks within established timeframes.
- Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
Customer Service Representative/Supervisor
Security Bank Of Kansas City
02.2017 - 06.2021
- Supervised Tellers in providing excellent customer service to callers requiring assistance for Transactions and Banking issues.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Delegated tasks to administrative support staff to organize and improve office efficiency.
- Processed orders, service requests and applied information to customers.
- Answered in-depth questions about company offerings, service policies and benefits of each plan.
- Navigated multiple computer systems expertly to handle customers' sales and service needs.
- Cross-sold and upsold products to customers based on solid understanding of current and forecasted needs.
Manager
Winsteads
07.2014 - 02.2017
- Accomplished multiple tasks within established timeframes.
- Onboarded new employees with training and new hire documentation.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
Education
Certificate in UX Design - UX Design
Google By Corsera
Virtual05.2023
No Degree - Computer Science
Rockhurst University
Kansas City, MO05.2018
High School Diploma -
Sumner Academy Of Arts & Science
Kansas City, KS05.2016
Skills
- Adobe XD (Design Software)
- Figma (Design Software)
- Agent Support
- Promotions and Marketing Strategies
- Insurance Coverage Review
- Operational Efficiency
- Billing Procedures
- Team Meetings
- Form Completion and Submission
- Team Leadership
- Staff Management
- Team Oversight
- Staff Development
Certification
UX Design
Foundations of user experience design
Build wireframes and low-fidelity prototypes
conduct UX research nd test early concepts
Create Hight-Fidelity designs and prototypes in Figma
Responsive web design in Adobe XD
PNC Insurance License
Health and Life Insurance License
Timeline
Agency Manager Protégé
Farmers Insurance Agency
08.2023 - Current
Insurance Agent
GEICO, Government Employees Insurance
08.2021 - 08.2023
Customer Service Representative/Supervisor
Security Bank Of Kansas City
02.2017 - 06.2021
Manager
Winsteads
07.2014 - 02.2017
Certificate in UX Design - UX Design
Google By Corsera
No Degree - Computer Science
Rockhurst University
High School Diploma -
Sumner Academy Of Arts & Science