Summary
Overview
Work History
Education
Skills
Timeline
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James Wheeler

Tampa,FL

Summary

Motivated Insurance Agent with many years of sales experience and customer relations, seeking to leverage proven sales experience and achievements in a role with Elite Insurance Partners.

Overview

22
22
years of professional experience

Work History

Licensed Insurance Agent

Tranzact Insurance
09.2019 - Current
  • 2020 Humana Agent of the Year- recognized as top producer out of 160 agents.
  • Increased sales by conducting thorough needs assessments and presenting suitable coverage options to meet each customer's needs.
  • Consistently recognized as leader in sales metrics (SPH, conversion rate, placement rate, compliance).
  • Mentored junior staff members in sales techniques, product knowledge, and regulatory compliance to improve overall team performance.
  • Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
  • Assisted in creating, implementing, and training newly licensed agents and tenured agents on Tranzact’s products, sales training procedures, and sales process.

Assistant Golf Professional

Innisbrook Golf Resort and Spa
04.2018 - 08.2019
  • Conduct weekly golf clinics to junior golfers, members and resort guests.
  • Operated at 3 different clubhouses, four 18 hole golf courses, including Copperhead course home to a PGA Tours Valspar Championship
  • Improved member satisfaction by providing exceptional customer service and addressing concerns promptly.
  • Boosted tournament participation with proactive promotion, registration, and organization efforts.
  • Developed instructional programs for players at all skill levels, resulting in increased lesson bookings and client retention rates.

Golf Services Supervisor/ Golf Shop Assistant

Kiawah Island Club- River Course/Cassique Golf Club
08.2009 - 04.2018
  • Ensure that staff successfully complete daily operations necessary to exceed expectations of Members and guests on a daily basis
  • Responsible for booking tee times, selling merchandise in golf shop, and performing club repair for members and guests
  • Organized Member Guest, Member Member, Pro Invitational, weekly member tournaments, and also the 2009 USGA Mid-Amateur Championship
  • Identified operational inefficiencies and implemented corrective measures, leading to an overall increase in effectiveness.
  • Established performance metrics for the team, consistently tracking progress towards goals and making adjustments as needed.

Mortgage Broker

Legacy Mortgage Services, Inc.
07.2005 - 05.2009
  • Recognized as top producer for closing nine loans in June 2007 between both the Cleveland and Canton, OH offices
  • Maintained superb organization and time management skills through mortgage process by effectively communicating with clients, realtors, real estate appraisers, bank underwriters and title companies
  • Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
  • Streamlined the loan application process for faster approvals and increased customer retention.
  • Collaborated with lenders to secure competitive interest rates and terms, resulting in more affordable home financing options.


Assistant Golf Professional

Waterway Hills Golf Club
03.2002 - 06.2005
  • Coordinated junior golf programs to promote interest in the sport among younger generations.
  • Conducted private lessons focusing on individual player development and improvement.

Education

Associate Degree in Business Management / Golf Complex Operations -

Golf Academy of America
Myrtle Beach, SC

Skills

  • New Agent Training & Development
  • Customer Service
  • Insurance Product & Sales Expertise
  • Effective Communication
  • Persuasive Negotiation
  • Decision Making Abilities
  • Sales Strategy Development
  • Insurance Policy Sales
  • Client Retention

Timeline

Licensed Insurance Agent

Tranzact Insurance
09.2019 - Current

Assistant Golf Professional

Innisbrook Golf Resort and Spa
04.2018 - 08.2019

Golf Services Supervisor/ Golf Shop Assistant

Kiawah Island Club- River Course/Cassique Golf Club
08.2009 - 04.2018

Mortgage Broker

Legacy Mortgage Services, Inc.
07.2005 - 05.2009

Assistant Golf Professional

Waterway Hills Golf Club
03.2002 - 06.2005

Associate Degree in Business Management / Golf Complex Operations -

Golf Academy of America

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James Wheeler