James Poppema
Orange City
Summary
Results-driven sales agent with over a decade of experience in insurance. Skilled in policy development, customer service, and sales strategies, consistently delivering tailored solutions to meet client needs and enhance client loyalty.
Overview
30
30
years of professional experience
Work History
Sales Agent
Perspective Insurance
Orange CIty
01.2011 - Current
- Built strong relationships with clients to understand their insurance needs.
- Provided expert advice on insurance products and services.
- Conducted thorough policy reviews to ensure client satisfaction.
- Collaborated with underwriters to assess risk and coverage options.
- Utilized CRM software to manage client information and interactions.
- Delivered presentations on insurance solutions to prospective clients.
- Assisted clients with claims processes and inquiries effectively.
- Engaged positively with each customer, providing professional, and polite support for sales and service needs.
- Developed relationships with customers by providing excellent customer service.
- Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
Owned Insurance Agency
Poppema Insurance
Hospers
01.1996 - 01.2011
- Managed daily operations of insurance agency to ensure smooth workflow.
- Developed tailored insurance policies to meet client needs effectively.
- Supervised staff training programs to enhance customer service skills.
- Implemented marketing strategies to increase brand awareness in the community.
- Maintained compliance with industry regulations and standards consistently.
- Collaborated with clients to assess risks and provide informed recommendations.
- Evaluated insurance claims for accuracy and adherence to company policies.
- Cultivated relationships with local businesses for partnership opportunities.
- Managed daily operations of business, including hiring and training staff.
- Ensured compliance with local, state, and federal regulations.
- Oversaw budgeting and financial management.
Education
Bachelor Of Arts (BA) - Sports Management
Dordt University
Sioux Center, IA05-1990
Skills
- Relationship building
- Policy development
- Claim assessment
- Risk evaluation
- CRM management
- Customer service
- Time management
- Cross-selling techniques
- Sales strategies
- Sales presentations
- Offering sales support
- Sales pipeline management
Accomplishments
top producers in our agency
Affiliations
hunting
References
References available upon request.
Timeline
Sales Agent
Perspective Insurance
01.2011 - Current
Owned Insurance Agency
Poppema Insurance
01.1996 - 01.2011
Bachelor Of Arts (BA) - Sports Management
Dordt University