James McCabe

• Provided clients with tailored insurance policy recommendations and coverage options.
• Conducted thorough risk assessments to identify client needs and preferences.
• Maintained up-to-date knowledge of insurance products and industry trends.
• Collaborated with underwriters to ensure accurate policy documentation and approvals.
• Educated clients on policy terms, conditions, and claims processes effectively.

htAnalyzed market trends to identify potential sales opportunities and areas for growth.

• Maintained relationships with local and regional builders, while earning business with new builders at the same time. Offering competitive bid pricing and fast turnaround on installation.
• Assisted with the start of a new branch in a new state and market for the company. Learned the required building codes for the state. As well as building a book of business with new clients.
• Coordinated with supply chain to ensure timely product availability for customers.

• Evaluated client financial information to determine loan eligibility.
• Guided clients through loan application process and documentation requirements.
• Collaborated with underwriters to facilitate timely loan approvals.
• Explained loan products and terms to clients clearly and effectively.
• Managed customer relationships to ensure satisfaction throughout the loan process.

• Utilized persuasive communication skills to close calls with clients.
• Served customers with knowledgeable support at every stage of the shopping and purchasing.
• Consistently exceeded sales goals, as well as customer service.
• Achieved falling in the top 5% of sales within the first 6 months with the company.

• Trained employees on duties, policies and procedures.
• Created schedules and monitored payroll to remain within budget.
• Established and maintained effective communication with staff members to ensure efficient operations.
• Administered employee discipline through verbal and written warnings.
• Created a positive work environment by developing team building activities that encouraged collaboration among departments.
• Tracked monthly sales to generate reports for business development planning.
• Monitored financial performance and identified areas for improvement in cost savings and revenue generation.

• Managed incoming calls to discuss payment arrangements and account status.
• Negotiated payment plans with customers to facilitate debt resolution.
• Utilized collection software to track account information and communications.
• Documented customer interactions accurately in the company database.
• Provided guidance on account inquiries and resolved customer concerns effectively.
• Adhered to compliance regulations while handling sensitive customer information.
• Conducted follow-up calls to ensure adherence to agreed payment schedules.