Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

James Socha

Wethersfield,CT

Summary

Results-driven insurance agent with a track record of success in lead generation and client relationship management at Budnick Capital. Skilled in delivering persuasive sales presentations and building strong client connections. Proficient in cold calling and problem-solving, leading to increased customer satisfaction and business growth. Demonstrates a strong work ethic, adaptability, and exceptional interpersonal skills, thriving in both independent and team environments.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Insurance Agent

Budnick Capital
West Hartford, CT
01.2025 - Current
  • Scheduled meetings with prospective dental and medical professionals to discuss disability and life insurance solutions.
  • Implemented cold calling programs that generated new customer leads.
  • Responded promptly to client inquiries regarding offered products and services.
  • Managed customer databases, ensuring accuracy of contact information at all times.
  • Participated in trade shows and conferences to strengthen client relationships and attract new business.
  • Conducted presentations, seminars, and webinars to promote disability and insurance products.

Host/Server

Wood-n-Tap
Rocky Hill, CT
03.2020 - Current
  • Anticipated customer needs to deliver excellent service and enhance satisfaction.
  • Managed guest expectations by communicating hours, wait times, and specials clearly.
  • Responded promptly to inquiries and complaints, maintaining professionalism at all times.
  • Assisted servers in seating guests efficiently, ensuring smooth operations.
  • Communicated effectively with kitchen staff regarding allergies and special requests.
  • Checked customer satisfaction post-meal, taking swift corrective actions as necessary.
  • Trained new servers on best practices to uphold service standards.
  • Displayed thorough knowledge of menu items to enhance guest dining experience.

Education

Central Connecticut State University
New Britain, CT

Skills

  • Customer service and support
  • Lead generation
  • Sales presentations
  • Effective communication
  • Team collaboration
  • Problem solving
  • Sales quotes and strategies
  • Relationship building
  • Self-motivation
  • Teamwork skills
  • Product knowledge

Certification

Licensed in Life, Health, and Disability Insurance

Timeline

Insurance Agent

Budnick Capital
01.2025 - Current

Host/Server

Wood-n-Tap
03.2020 - Current

Central Connecticut State University

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