James Meek
Equis Financial
Billings,MT
1
Certification
19
years of professional experience
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Professional with comprehensive experience and readiness for role. Known for strong focus on team collaboration and achieving results. Adaptable and reliable, supporting colleagues effectively and responding to changing needs. Skilled in communication, problem-solving, and client relations. Recognized for integrity, determination, and results-driven approach.
Work History
Broker
4 Months- Educated clients on various life insurance products and benefits.
- Developed tailored insurance solutions to meet diverse client needs.
- Conducted comprehensive policy reviews to enhance client understanding and satisfaction.
- Collaborated with financial professionals to align insurance strategies with client goals.
Producer
8 Months- Assisted clients in selecting life insurance policies
- Guided clients through disability insurance options
- Advised clients on retirement planning strategies
Self-employed
2 Years- Residential and Commercial property inspection for defects
- Maintained inspection equipment to ensure reliability and accuracy
- Communicated findings to homeowners and agents to facilitate understanding of inspection results
- Scheduled work times to optimize workflow and meet client expectations
- Ensured equipment functionality by conducting routine checks and repairs.
Manager
9 Months- Managed the scheduling and assignment of drivers for efficient operations
- Handle Truck/Trailer breakdowns
- Completed manager pass down report, ensuring clear communication of daily operations
- Work with shop to fix trucks/trailers
- Resolved driver and loader operator issues, facilitating smoother operations and enhancing team collaboration
- Trained new drivers and gave a driving test
Building Technician, I
1 Year 8 Months- Conducted routine rounds throughout courthouse complex to ensure operational integrity
- Adjusted system controls to ensure accurate test results. to settings recommended to perform tests
- Adjusted flow control valves in piping to maintain system balance. valves in piping to balance system
- Performed visual inspections and executed repairs to maintain system functionality
Maintenance Assistant
1 Year 2 Months- Executive general building maintenance and repair work
- Maintained and repaired mechanical components to ensure optimal performance and longevity
- Installed lighting and plumbing parts to enhance facility functionality
- Maintain facility equipment, grounds and fences
- Ensured compliance with safety standards to protect occupants and visitors
- Provided respectful assistance to occupants and visitors
Caregiver
6 Years 11 Months- Provided transportation for surgical and post-operative appointments to ensure timely medical care
- Performed general housekeeping to maintain a clean and safe living environment
- Prepared healthy meals and cleaned areas
- Assisted with daily living activities, including meal preparation and medication management.
Terminal Manager Maintenance Manager
5 Years 2 Months- Terminal Manager of Oil Field Trucking Company
- Identified and resolved complex problems affecting business direction
- Hired and trained new employees on safety and company policies, ensuring compliance with all applicable regulations and internal policies
- Maintained transportation vehicles and equipment to support safe and reliable operations.
- Repaired transportation vehicles and equipment
- Conducted repair and restoration work on boats affected by Gulf Coast spill to restore functionality.
- Managed terminal operations for oil field trucking company, overseeing logistics and maintenance
Education
High School Diploma
Skills
Commercial building maintenance
Mechanical systems maintenance expertise
Electrical plumbing repair
Safety standards knowledge
Insurance policy analysis
Client insurance consultation
Client relationship management
Supervisory Experience
Problem-solving skills
Organizational skills
Teamwork and communication
Strong work ethic
Goal-oriented mindset
Customer needs determination
Critical thinking
Certification
- Instrumentation and Control Technician Certificate
- Certified Professional Inspector
- Health and Life Insurance License
Timeline
Broker
Equis Financial
04.2026 - CurrentRead More
Producer
New York Life
07.2025 - 03.2026Read More
Self-employed
A Buyers Choice Home Inspections
06.2023 - 06.2025Read More
Manager
Transystems LLC
08.2022 - 05.2023Read More
Building Technician, I
Oklahoma County
12.2020 - 08.2022Read More
Maintenance Assistant
Edmond Health Care Center
10.2019 - 12.2020Read More
Caregiver
Self-Employed
11.2012 - 10.2019Read More
Terminal Manager Maintenance Manager
BT Express Global Services
09.2007 - 11.2012Read More
Hinton High School
High School Diploma
Read More