Summary
Overview
Work History
Education
Skills
Timeline
Generic

James Pugh

Plano,IL

Summary

Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans. Recent graduate with excellent research, technical, and problem-solving skills. Detail-oriented and able to learn new concepts quickly. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Outgoing student pursuing flexible part-time employment with weekend and evening shift options. A committed student eager to leverage exceptional communication and interpersonal skills in a professional setting. Possesses experience in data entry and money handling. Capable of quickly memorizing product details and fostering strong customer relationships. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

3
3
years of professional experience

Work History

Life Insurance Agent

Family First Life
Naperville, IL
10.2024 - Current
  • Analyzed clients' financial situations to propose solutions that align with their long-term goals.
  • Conducted thorough needs analysis to recommend appropriate life insurance products.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Nurtured relationships with potential clients through regular communication and engagement.
  • Facilitated effective communication with clients to understand their life insurance needs.

Forklift Operator

Mendards
Plano, IL
07.2023 - 10.2024
  • Maintained accurate records of all inventory movements including deliveries, receipts and shipments.
  • Unloaded incoming items from trucks and rail cars and transported materials to staging area.
  • Followed standard work instructions accurately when picking, sorting, staging and scanning products.
  • Transported heavy items efficiently using a forklift.

Stocker

Walmart
Plano, IL
06.2022 - 04.2023
  • Demonstrated great teamwork skills with staff members involved in production and transport.
  • Followed safety procedures when handling hazardous material or dangerous goods.
  • Packed products into designated boxes, taking care to protect items from damage or shifting during transport.

Education

High School Diploma -

Plano High School
Plano, IL
05-2023

Skills

  • Insurance sales strategy
  • Streamlining processes
  • Referral management
  • Asset protection
  • Industry regulations
  • Prospecting clients
  • Building relationships
  • Client relationship management

Timeline

Life Insurance Agent

Family First Life
10.2024 - Current

Forklift Operator

Mendards
07.2023 - 10.2024

Stocker

Walmart
06.2022 - 04.2023

High School Diploma -

Plano High School
James Pugh