Summary
Overview
Work History
Education
Skills
Certification
Awards
Timeline
AssistantManager
James J. Spencer Jr.

James J. Spencer Jr.

Sales & Marketing
Henrico,VA

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.

Overview

34
34
years of professional experience

Work History

Commercial Lines Producer

Wilson, Timmons & Wallerstein Inc.
01.2013 - 11.2024
  • Led the acquisition of new clients while ensuring the retention and satisfaction of existing accounts.
  • Sold personal and commercial insurance policies, managed customer accounts, and provided tailored solutions to meet client needs.
  • Conducted thorough reviews of existing policies to recommend necessary adjustments or upgrades.
  • Negotiated competitive terms with carriers on behalf of clients, securing optimal coverage at favorable rates.
  • Coordinated with the claims department to ensure a smooth and efficient process for clients facing loss events.

President

Spencer Insurance Agency Inc
01.1991 - 01.2013
  • Spearheaded the overall direction of the agency, defining long-term goals and initiatives to drive growth, profitability, and market expansion.
  • Oversaw operational efficiency by implementing process improvements across agency functions.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Led strategic initiatives to enhance client retention and satisfaction within insurance services.
  • Established partnerships with local businesses, expanding referral networks and client base growth.
  • Mentored team members, fostering professional development and enhancing service delivery standards.

Education

High School Diploma -

New Community School Foundation
Richmond, VA
06-1987

Skills

  • Prospecting techniques
  • Underwriting
  • Customer service
  • Problem-solving
  • Attention to detail
  • Reliability
  • Excellent communication
  • Team leadership
  • Active listening
  • Adaptability and flexibility
  • Customer engagement
  • Relationship building

Goal-oriented mindset

Cold calling experience

Decision-making

Self motivation

Client relations

Professionalism

Customer complaint resolution

Networking skills

Customer referrals

Persuasive negotiation

Certification

  • Licensed Property & Casualty Agent - 10/1988 - Current
  • Licensed Life & Health Agent - 08/1991 - Current

Awards

Founder’s Award (Sales growth and profitability) - 2007, 2009, 2010

Elite Level Award (Excellence in Life sales) - 2003, 2006, 2011

 H.O. Hirt Award (Excellence in Production) - 2006, 2008, 2009, 2011

Timeline

Commercial Lines Producer

Wilson, Timmons & Wallerstein Inc.
01.2013 - 11.2024

President

Spencer Insurance Agency Inc
01.1991 - 01.2013

High School Diploma -

New Community School Foundation

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