JAMES O'BRIEN
Seabright,NJ
Summary
Eager, hardworking graduate of La Salle University with a degree in Marketing, excited to launch a career in Property & Casualty Underwriting. More than Seven years in the insurance industry as an insurance agent, tasked with the pre-underwriting of potential business. Four years of owning and operating both a Farmers Insurance Agency, and Access Energy Inc., a retail residential home heating oil business.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Farmers Insurance Agent
James O'Brien Farmers Insurance Agency
10.2017 - Current
- Insurance producer of local Farmer Insurance Agency located in Hazlet, NJ
- Current owner of James O'Brien Farmers Insurance Agency, formerly Known as Kenneth O'Brien Farmers Insurance Agency
- 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 to and scheduling fact-finding appointments
- Solicited potential clients by using direct marketing mailings and phone contacts
- Sold auto, home, commercial and other various insurance products to individuals and affinity groups.
Owner
Access Energy, Inc
10.2017 - Current
- Residential home heating oil business, my requirements were to maintain customer payments, receipts, and to maintain all customers home service needs
- Current owner of Access Energy, Inc as of 2/11/2021
- Managed day-to-day business operations
- Created and monitored promotional approaches to increase sales and profit levels
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends
- Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
Education
Marketing Degree - Marketing
La Salle University
Philadelphia, PA05.2017
High School Diploma - undefined
Christian Brothers Academy
Lincroft, NJ05.2012
Skills
- Ability to communicate effectively, and directly
- Capable in defusing tense situations
- Able to organize and maintain documentation
- Public and community interaction
- Policy Feature Explanations
- Insurance Policy Sales
- Organizational Skills
- Customer needs determination
- Resource Allocation
- Marketing Strategy Development
- Relationship Building
- Critical Thinking
Affiliations
Alpha Phi Delta Fraternal Organization, Sergeant at Arms, 2014, 2015, Maintain respectful behavior, and for all members to be compliant with membership requirements.
Certification
- Accident & Health or Sickness
- Property, & Casualty
- Life
- NJ, NY, & PA
Social athletic events
Participate in local baseball, softball, and flag football leagues, as well as, maintain membership with multiple fitness centers.
Timeline
Farmers Insurance Agent
James O'Brien Farmers Insurance Agency
10.2017 - Current
Owner
Access Energy, Inc
10.2017 - Current
Marketing Degree - Marketing
La Salle University
High School Diploma - undefined
Christian Brothers Academy
- Accident & Health or Sickness
- Property, & Casualty
- Life
- NJ, NY, & PA
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