James Rowland
North Olmsted,OH
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Insurance Consultant
Appreciation Financial
08.2022 - Current
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Met with customers to provide information about available products and policies.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Finalized sales and collected necessary deposits.
- Generated leads through cold-calling, networking and other outreach methods.
Contractor / Storm Damage Specialist
Pro Roofing & Contracting
03.2023 - 09.2023
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked effectively in fast-paced environments.
- Developed and maintained courteous and effective working relationships.
- Identified issues, analyzed information and provided solutions to problems.
- Inspected project sites to monitor progress and adherence to design specifications.
- Managed sale from start to finish, recognizing opportunity, door knocking, signing up clients with DR's, meeting with insurance adjusters and getting roofs bought, contracts signed, and making sure the job was completed and client satisfied.
Contractor /Storm Damage Inspector /Sales Manager
Right Guys Roofing
01.2019 - 07.2022
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Resolved problems with customers to maintain relationships and increase return customer base.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Implemented systems and procedures to increase sales.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Prepared sales presentations for clients showing success and credibility of products.
Contractor / Storm Damage Inspector
A-Plus Contracting
03.2017 - 12.2017
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Identified appropriate marketing channels and target customers for campaigns.
- Completed in-depth reviews of market conditions and customer preferences.
- Shadowed senior personnel on complex sales cycle to learn insurance and building codes to ensure smooth insurance scope and approval of projects.
- Managed sales cycle from damage report to certificate of completion.
Education
Bachelor of Science - Communication And Marketing
Bowling Green State University
Bowling Green, OH12.2001
Skills
- Insurance Knowledge
- Critical Thinking
- Risk Management Processes
- Persuasive Negotiations
- Life Insurance Sales
- Consultative Sales Approach
- Active Learning
- Marketing Strategy Development
- Excellent Communication Talents
- Customer Referrals
Timeline
Contractor / Storm Damage Specialist
Pro Roofing & Contracting
03.2023 - 09.2023
Insurance Consultant
Appreciation Financial
08.2022 - Current
Contractor /Storm Damage Inspector /Sales Manager
Right Guys Roofing
01.2019 - 07.2022
Contractor / Storm Damage Inspector
A-Plus Contracting
03.2017 - 12.2017
Bachelor of Science - Communication And Marketing
Bowling Green State University
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